Invite a contact to the third-party portal

task brazil Updated Sep 10, 2026 2 min read tprm-portal-invite-contact.md
Raw file servicenow.com

Invite a new team member to the third-party portal so they can access questionnaire requests, tasks, and issues for your organization.

Before you begin

Important:

This task applies to Third-Party Risk Management (TPRM) with Smart Assessment Engine (SAE) usage only. Portal contact invitation and management may differ in Classic TPRM environments.

The contact invitation process is the same in both Classic and SAE. However, how invited contacts are assigned to questionnaires differs between the two engines (see Third-party portal contact roles and permissions for details).

Role required: third-party primary contact.

About this task

Invite a contact to give a team member access to the third-party portal. When you invite a contact, the contact receives an email invitation to register for the portal.

Procedure

  1. Navigate to Manage Team on the home page.

  2. Select Invite Contact.

  3. Fill in the contact's information.

    Field Description
    First Name The contact's first name.
    Last Name The contact's last name. When multiple third-party primary contacts exist, the system uses last name alphabetical order to determine the questionnaire owner.
    Email Address The contact's work email address. The portal invitation is sent to this address.
    Title/Role The contact's job title or role within your organization.
  4. Specify whether the contact is a primary contact by using the Primary Contact option.

    • Select Primary Contact to create the contact as a third-party primary contact.
    • Leave Primary Contact unchecked to create the contact as a third-party secondary contact. Important:

    Third-party primary contacts are automatically added as questionnaire owners or contributors to questionnaire requests. The system selects the questionnaire owner based on alphabetical order by last name when multiple primary contacts exist. For details, see Questionnaire ownership and contributor access.

  5. Select Save.

    The contact receives an email invitation to register for the portal.

    If the contact does not receive the invitation email, verify that the email address is correct and ask your customer's administrator to confirm that the portal email settings are configured.

Related topics

Managing the Third-party portal

Third-party portal contact roles and permissions

Questionnaire ownership and contributor access

Manage questionnaire contributors and ownership

Assign a contact to an engagement

Deactivate a third-party portal contact

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