---
title: Collaborating on Assessments
description: Invite internal or external stakeholders to contribute to an assessment — while keeping ownership and final control centralized. You can assign collaborators, track their progress individually, manage editing access, and revoke permissions at any time.
---

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# Collaborating on Assessments

## Invite internal or external stakeholders to contribute to an assessment — while keeping ownership and final control centralized. You can assign collaborators, track their progress individually, manage editing access, and revoke permissions at any time.

### 1. Overview: What Collaboration Enables

Collaboration helps teams work together on assessments in a structured and controlled way.

With collaboration, you can:

- Invite external staekholders to complete questionnaires
- Allow teammates to edit or review assessments
- Track progress per collaborator
- Communicate using notes and mentions
- The assessment owner always retains control over permissions and access
- Only collaborators can edit the questions and structure of assessments

Collaboration enhances the efficiency of managing assessments by allowing multiple stakeholders to contribute:

- **Vendor Assessments**: Engage IT, legal, and other teams to ensure vendor compliance.
- **Privacy Reviews**: Work with department heads on processing activities.
- **Vendor Questionnaires**: Streamline vendor onboarding with external stakeholders.
- **AI Governance**: Align compliance, IT, and development teams to maintain AI standards.

### 2. Inviting Collaborators

To invite someone to collaborate:

1. Open the assessment.
2. Click on the **Share icon.**
3. Enter the collaborator’s email address.
4. Optional: Write a personal message. This will be shown in the email invitation to the collaborator
5. Click on invite.

The collaborator will receive an email with a secure login code and access to the assessment.

![Frame 42175](https://docs.mineos.ai/hs-fs/hubfs/Frame%2042175.png?width=302&height=404&name=Frame%2042175.png)

Once invited, the collaborator will see the assessment in their collaboration workspace.

![assess](https://docs.mineos.ai/hs-fs/hubfs/assess.png?width=670&height=400&name=assess.png)

### 3. Edit Mode vs. View Mode

To prevent multiple people from editing at the same time, assessments support two working modes:

#### Edit Mode

When in **Edit Mode**, a collaborator can:

- Modify answers
- Save changes
- Continue working on the assessment

Only one person can be in Edit Mode at a time.

#### View Mode

When in **View Mode**, a collaborator can:

- Read the assessment
- Leave notes and mentions
- Review answers

Editing is disabled in View Mode.

![assess1](https://docs.mineos.ai/hs-fs/hubfs/assess1.png?width=670&height=400&name=assess1.png)

#### Owner vs. Collaborator Permissions

### Collaborators can:

- Enter Edit Mode
- Save changes
- Leave notes and mentions
- Mark their own work as done

### Collaborators cannot:

- Complete the assessment
- Revoke access (for themselves or others)
- Manage other collaborators

### Owners can:

- Invite collaborators
- Track progress per collaborator
- Revoke access
- Complete the final assessment
- Move between Edit and View Mode when needed regardless of someone else editing by taking over edit mode

### 4. Collaborator Workspace: View All Assigned Assessments

Collaborators have a dedicated workspace where they can see **all assessments they’ve been invited to**.

From this page, collaborators can:

- View every assigned assessment
- See the current status of each
- Re-enter assessments without needing a new invite
- See whether access is active or revoked

This provides a centralized view of all collaboration activity.

![assess](https://docs.mineos.ai/hs-fs/hubfs/assess.png?width=670&height=400&name=assess.png)

#### Notes & Mentions

Owners and collaborators can communicate directly inside the assessment using notes and mentions.

Mentions notify the relevant user and support structured back-and-forth communication.

See the full guide on notes and mentions here:  
[https://docs.mineos.ai/knowledge/assessment-notes](https://docs.mineos.ai/knowledge/assessment-notes)

### 6. Statuses & Progress Tracking

Each collaborator has their own independent status per assessment.

Possible collaborator states include:

- **Not done** – Work still in progress
- **Done** – Collaborator marked their work as done
- **In Edit Mode** – Currently editing
- **In View Mode** – Viewing only
- **Revoked** – Access removed by the owner

When a collaborator marks their work as completed:

- Only their status updates
- Other collaborators are unaffected
- The assessment is not submitted
- Access remains active

#### Owner Visibility & Filters

Owners can track collaboration progress from:

- The assessments table
- The assessment detail view

Owners can:

- See completion status per collaborator
- Identify assessments awaiting contributor input

![screen3](https://docs.mineos.ai/hs-fs/hubfs/screen3.png?width=670&height=400&name=screen3.png)

This makes it easy to follow up and manage multiple collaborators.

### 7. Revoking Access

Only owners can revoke collaborator access, per collaborator or all collaborators at once by clicking on the remove all button in the share diagram. 

![Frame 42383](https://docs.mineos.ai/hs-fs/hubfs/Frame%2042383.png?width=327&height=438&name=Frame%2042383.png)

When access is revoked:

- The collaborator still sees the assessment listed.
- The status shows as **Revoked**.
- The collaborator cannot open, edit, or comment.

### 8. What Changed (For Existing Customers)

If you’ve used collaboration before, here’s what’s different:

- Collaborators now have a centralized workspace showing all assigned assessments.
- Each collaborator has an independent completion status.
- Collaborators can no longer “submit” assessments.
- Only owners can revoke access.
- Completion and access control are now clearly separated.
- Owners have improved filtering and visibility for tracking progress.

The core collaboration workflow remains the same — but it is now clearer, more structured, and easier to manage across multiple contributors.

### Summary

Collaboration in Mine allows you to:

- Work with multiple stakeholders on the same assessment
- Control editing access using Edit and View modes
- Track contributor progress individually
- Maintain centralized submission control
- Manage access securely and intentionally

This ensures collaboration is structured, transparent, and scalable — whether you're working with one teammate or coordinating across teams.

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