Bring external parties into the work
Delegate initiative access to external collaborators, or send a third party the framework link to complete a questionnaire, then manage access centrally.
Try it in CybervergentOverview
Invite people from other organizations to collaborate, and send questionnaires to third parties.
Step-by-step
- 1 Open the initiative and choose 'Delegate' from the options menu.
- 2 Invite the external collaborators by email and add a message.
- 3 Set access to 'Only people with access', then click 'Save'.
- 4 For a third party completing a questionnaire, send them the framework link instead (see the risk 'Send a questionnaire to a third party' guide).
- 5 Manage who has access in 'People with access' and revoke it when the work is done.