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Tenant Admin Home

Purpose​

The starting point for anyone running an Assessor.io account: administrators, campaign managers, auditors and the people who support them.

Audience​

Primary audience:

  • tenant admins

Secondary audience:

  • platform support staff pointing people at the right self-serve guidance

Start here​

If you are setting up an account for the first time, the guides below are in the order you will need them.

  1. Invite members and assign roles — get your colleagues in, with the right access.
  2. Author and duplicate a policy — when none of the five built-in roles is the access you need.
  3. Create a campaign — the container for a round of assessment.
  4. Add people to a campaign — participants to assess, auditors to review them.
  5. Build an assessment template — write the questionnaire itself, and the metadata that makes it scoreable.
  6. Publish and preview an assessment — turn a template into something people can answer.
  7. Review campaign analytics and logs — see how it is going.

The account itself — creating it, linking it to a BIMei CID organisation, and granting its first administrator — is a platform-admin job done before any of this, and is documented in the restricted platform runbooks.

Content and authoring​

Intake and outreach​

Results​

Account settings​

Reference​

  • Glossary — what the words in the interface mean.

Two things worth knowing early​

  • Sidebar items appear based on what you can actually do. If a guide mentions a sidebar entry you cannot see, your role does not carry the permission behind it.
  • Registrations is its own sidebar entry, but its URL nests under Team & Access. It sits beside Team & Access in People & settings, and its address is /<accountId>/dashboard/team/triage — which is why its breadcrumb starts at Team & access and links back up there. The page's own title is AI Gatekeeper Triage.