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Inviting helpers to your Cyber Essentials assessment

How to invite colleagues, your IT provider or an assessor to help answer your assessment questions in the IASME portal, and how to remove them.

You can invite other people to help you answer your assessment questions in the IASME portal. A helper could be a colleague in your organisation, your IT provider or managed service provider (MSP), or an assessor.

Each helper logs in with their own email address, so you don't need to share your login details with anyone.

Invite a helper

Step 1: Open settings

Log in to your assessment and click the settings cog in the top right corner.

Step 2: Go to Helpers

Select Helpers from the menu.

Step 3: Send the invite

Enter your helper's email address and click Invite Helper.

Their invite appears under Pending Invitations, so you can always see who has been invited to help.

Step 4: Your helper accepts the invite

Your helper receives an email from the IASME Portal (info@iasme.co.uk) with the subject Assessment Helper Invite. They need to click Accept in the email.

This takes them to the portal, where they click Accept again.

Step 5: Your helper logs in

When your helper logs in, they can choose which account to open. They should pick your assessment.

Step 6: Your helper answers questions

Your helper now sees your assessment just as you do and can answer questions on your behalf.

Working together

The portal doesn't support more than one person working on an assessment at the same time. Take turns rather than working at once:

  • Agree with your helper when they will work on the assessment.

  • Ask them to let you know when they have finished and logged out.

  • Log back in and carry on.

Any answers your helper changed are shown in the answer history, so you can see what they updated.

Remove a helper

Once your helper has finished, we recommend removing their access.

Step 7: Remove the helper

Open Settings > Helpers and click the red X next to the helper you want to remove.

Step 8: Check access is removed

The helper disappears from the list and can no longer access your assessment.

Video Demo

Need help?

If you have any questions about helpers or your assessment, get in touch with our support team using the chat on this page.

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