Articles on: Evaluate

Getting started with your Evaluate features - For Owners

In this article you will learn about all the features available to you as an Owner.


Owner permissions are given by your administrator, which allows you to import templates and invite users into your assessment


Working through each of the steps with help you understand how to get set-up and provide a useful overview of owner features.




Step 1 Login


Additional information- If you area partner owner, on your first login you will be asked to complete some information on your company.


Evaluate - your assessment product


Step 2 Import your template(s)


Mesma has a bank of templates that can be imported from its template bank. When you go to import you will see the templates that relate to your subscription. Follow the steps in this guide to learn how to import an assessment template.


Step 3 Import an assessment from the bank of templates you have permission for





Step 4 Invite your users


Its useful to invite colleagues to collaborate on your assessments. Read this article to find out more.


Congratulations! you are now set up.


More features...

















Updated on: 02/07/2024

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