Manage questionnaire contributors and ownership

task brazil Updated Jun 3, 2026 2 min read tprm-portal-manage-contributors.md
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Add or remove contributors for a questionnaire request, or transfer questionnaire ownership to another contact, so the right team members can collaborate on and submit the questionnaire.

Before you begin

Important:

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

Role required: questionnaire owner for the specific questionnaire request.

About this task

Use the Manage Contributors action to give additional team members access to help complete the questionnaire. Use the Reassign action to transfer ownership—for example, when the current owner is unavailable or when a different person needs to submit the questionnaire.

Only the current questionnaire owner can use the Manage Contributors and Reassign actions. Other contacts must request ownership or contributor access from the questionnaire owner.

Procedure

  1. Navigate to the Assessments tab.

  2. Open the questionnaire request.

  3. Choose the action based on what you need to do.

Goal

Steps

Add or remove contributors

In the right panel under Contributors, select Manage. In the Manage contributors dialog, select contacts to add or remove, then select Save and close. Use Sectional access to assign contacts to specific sections of the questionnaire only.

Transfer questionnaire ownership

Open the overflow menu (⋮) and select Reassign. Select the new owner and confirm. After reassignment, the new contact becomes the questionnaire owner and can submit the questionnaire.

If the previous questionnaire owner needs continued access after ownership is reassigned, use **Manage Contributors** to add them back as a contributor. Ownership reassignment completely removes the previous owner's access; they are not automatically added as a contributor.

What to do next

Notify new contributors or the new questionnaire owner so they know they have been added to the questionnaire.

Related topics

Managing the Third-party portal

Questionnaire ownership and contributor access

Third-party portal contact roles and permissions

Respond to a questionnaire in the third-party portal

Invite a contact to the third-party portal

Deactivate a third-party portal contact

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