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Customizing your Account
This section describes how you can customize certain aspects of your company’s Assessment Manager account. To use the tools described in this section you must have Administrator Role privileges defined on the “Add User” page. The Administrator Role will enable you to: (1.) Manage the Assessment Labels that could be used to categorize and filter the Assessments by specific criteria. (2.) Add custom tag fields to Assessments and Users, and manage the lists possible Tag values for these fields. (3.) Manage and customize the Email Templates for the automatically generated emails that are sent to the Assessment stakeholders to notify them about various tasks they need to complete, such as to answer the Survey or to review submitted answers.
Labels are an important tool for categorizing and filtering assessments by predefined criter...
The Labels Page To view all labels in the system, navigate to Admin (1) > Labels (2). 📋...
OverviewCreate LabelCreate Child LabelEditDelete Overview ⚠ Note: This task...
⚠ Note: This task is available to users with admin privileges only. 1 ...
Overview TrustArc Assessment Manager lets you add any number of custom tag fields to the fol...
OverviewNavigating to Tag GroupsCreating a Tag GroupEditingDeletingCreating Tag Values...
OverviewProcedureRemoving an Association Overview To add a custom tag field to a...
Overview When creating or editing an assessment, the Advanced Settings section displays the ...
Overview Instead of individually associating tags to a particular application, you can uploa...
NOTE: You must have admin role privileges defined on the “Add User” page in order to perform th...
NOTE: Some information may not be applicable to assessments that use the simplified workflow. F...
Assessment Manager allows you to customize the content of all automatically generated emails, s...
To customize the content of the automatically generated emails of a specific type, follow these...
To customize the content of the automatically generated emails of a specific type, follow these...
NOTE: This task is applicable only to users with admin privileges.1. From the left side of the ...
In order for the system to start using the newly created custom Email Template for the new Asse...
To edit an Email Template:1. From the left side of the page, click the Assessment Manager icon,...
Sometimes, when you need to create a new Template that is only slightly different from an alrea...
1. From the left side of the page, click the Assessment Manager icon, and then navigate to Admi...