Assigning Collaborators to the Talent & Practices Inventory

Once you complete the Introductory items, you’ll be able to assign a collaborator under the section “Assigned.” The default is “Unassigned,” meaning you have to assign yourself or another user to the section in order to start answering questions.

When a collaborator is assigned, you’ll be prompted to select a collaborator from your current list of Surface users or you can “Add a new team member” at the bottom of the page. When adding a team member, you’ll be prompted to select their role (“Account Role”), which can be a “Second Account Admin” where the user has visibility into all sections, or a “User” where the user has visibility into sections they are assigned to only.