Creating an Assessment Configuration

⚠ Note: This task is applicable only to users with admin privileges. For more information, contact your TrustArc support team at [e-mail].

Creating an Assessment Configuration

1

From the left side of the page, hover the mouse over the Assessment Manager icon, and then select Admin (1).

2

From the Assessment Configurations tab (2), click Create Assessment Configuration (3).

3

From the Create Assessment Configuration modal, complete the following:

Name and description

Enter the name and description of the assessment configuration.

Owner

Select a system user to assign as the owner of the configuration.

Task Edit for Admin Only (4)

Enable this setting to restrict adding or editing assessment tasks to users with admin role privileges only.

Email Category (5)

Select an email category. You can select two or more email categories at a time.

Email Template (6)

Option	Description
None	Factory default setting. The system uses TrustArc's default email notification message.
Default	Uses TrustArc's default email notification message.
Do Not Send	Prevents the system from sending email notifications.

📋 Note: If you have created a template for a specific email category, it will be available for selection here.

Email Recipients (7)

Select email recipients. Non-system users can also be selected as recipients. You can uncheck the default values in the CC field and adjust them to ensure only the necessary roles or users are copied on the notification. Note that the same assessment role or user cannot be selected in both the TO and CC fields simultaneously.

Respondents and Approvers

Specify the respondents and approvers of the assessment.

Reminder and Expiration Dates

Set the reminder and assessment expiration dates.

Save

Click Save to apply the changes.

TrustArc  ·  Creating an Assessment Configuration  ·  support.trustarc.com