How to Securely Add Assessors to your Workspace

Learn how to securely add assessors to your workspace. This guide walks you through the configuration process to ensure assessors have the correct permissions for assessments.

Authentication and MFA

1. Choose an authentication method

The Assessor needs to choose their preferred authentication method. To see which MFA options are available, follow the steps below.

2. Go to Settings

Navigate to your workspace settings.

3. Click "Authentication"

Select the Authentication tab from the settings menu.

4. Review allowed authentication methods

The "Allowed Authentication Methods" section shows the available authentication options for your assessors.

Working with Your Customer Success Manager (CSM)

5. Send assessor details to your CSM

Once you know which authentication method your assessor prefers, give your CSM the following information:

• Assessor email
• Authentication type

6. Let your CSM provision the account

Behind the scenes, your CSM will provision a workspace for your assessor to authenticate securely using the requested authentication type — no action is required on your end.

Add Assessor to Your Workspace

7. Open "Users" in settings

Once your CSM has set up the Assessor's Paramify account, select "Users" in your settings to add them to your workspace.

8. Click "+ User"

Start adding a new user to the workspace.

9. Enter the assessor's email and name

Fill in the "Email" and "Name" fields for the Assessor.

10. Open the User Type menu

Click the User Type dropdown to choose a role for the assessor.

11. Select "Assessor"

Choose "Assessor" from the User Type dropdown.

12. Click "Add Users"

Confirm and add the assessor to your workspace.