Contacts: assessment and policy recipients
Contacts are people who can receive internal assessments and policies without having access to the platform. Create a contact once, and reuse them every time you send.
When you send an internal assessment or distribute a policy, the recipient does not have to be a platform user. Contacts exist for exactly this: they can receive and answer what you send them, but they cannot log in and see anything else.
Where contacts live
All contacts can be viewed and edited under Settings > Account Management > Contacts. Because they are stored centrally, a contact you created for one assessment is available the next time you send something.
Three ways to choose a recipient
When sending an internal assessment you can select:
- a user within the platform;
- a contact created on one of your group companies;
- a new contact that you create on the spot, without leaving the sending flow.
Give a contact a business area
A contact can be assigned one or more business areas when you create them. Doing so pays off later: when you send an assessment or a policy, you can select the business area and every contact in it is added as a recipient at once, instead of picking people out one by one.
Important notes
- Contacts have no platform access. They only receive what you send them.
- You can only see contacts for the group companies you have access to.
- A contact can receive both internal assessments and policies.