# Assigning Assessments (/docs/assessments/distributing-reviewing-and-tracking/assigning-assessments)

## Overview [#overview]

Transcend provides flexible methods to assign assessments to respondents, ensuring streamlined collaboration and completion.

There are three primary methods available:

- **Self-Service**: Respondents access and complete assessments via an embedded link.
- **Direct Assignment**: Assign assessments directly to respondents via email invitations.
- **Self-Assign**: Respondents with Transcend access can self-assign assessments.

### Setting a Default Reviewer [#setting-a-default-reviewer]

You can set a default reviewer at the group level, automatically assigning this user as the reviewer for all new assessments created within that group.

![Edit Button highlighted](/images/screenshot/2025-02-25-assessments-group-edit-button.png)

![Assign Default Reviewer Modal open](/images/screenshot/2025-02-25-assessments-group-default-reviewer-modal.png)

To learn more about reviewers, please refer to the ["Reviewing Assessments"](./reviewing-assessments.mdx) document

## Self-Service Assessments [#self-service-assessments]

To enable respondents to self-serve assessments:

1. Click the **kebab menu** at the top right.
2. Select **Copy Assessment Link**.

This link can be embedded into existing workflows, such as PDLC pipelines or Vendor Onboarding processes, allowing seamless self-service.

![Copy Link Functionality](/images/screenshot/2024-11-01-assessments-copy-assessment-link-open.png)

### Email Domain Validation [#email-domain-validation]

When respondents access your assessment via the copy link, they'll be prompted to enter their email address for verification. If you configured **Email Domain Validation** during assessment creation (see [Creating an Assessment](../building-assessments/creating-an-assessment.mdx#configuring-email-domain-validation)), the system will verify that their email domain is on the approved list.

![Email Verification Required](/images/screenshot/2024-11-01-assessments-share-link-email-check.png)

**How it works:**

- **Approved Domain**: When creating Assessment groups users can click on the toggle next to "advanced settings" and configure a list of approved email domains, that are able to access and fill out the assessment.

**Common scenarios:**

- **Internal Only**: If configured with `mycompany.com`, only employees with company emails can respond
- **Partner Access**: If configured with `mycompany.com, partner.org`, both internal and partner users can respond
- **Vendor Assessment**: If configured with `vendor.com`, only that vendor's employees can respond

<Callout type="info">
  **Tip:** You can modify email domain restrictions at any time by editing the assessment group. Click the **Edit** button for the assessment group and update the **Email Domains** field under **Advanced Settings**.
</Callout>

## Direct Assignment [#direct-assignment]

To directly assign an assessment:

1. Click the **Request Assessment** button at the top right.
2. In the modal, search for respondents by name or enter their email addresses.
3. Respondents selected here will collaborate on the same assessment.

![Share Assessment Modal](/images/screenshot/2024-07-30-assessments-section-assignment.png)

### Assign Sections Individually [#assign-sections-individually]

1. Select the checkbox **Assign sections individually**.
2. Assign sections separately to respondents.
3. Click **Send Invites**.

![Assign Sections Individually](/images/screenshot/2024-07-30-assessments-section-assignment.png)

### Requesting Multiple Assessments [#requesting-multiple-assessments]

1. Click the **kebab menu** next to **Request Assessments**.
2. Select **Request Multiple Assessments**.

Each respondent will receive an individual copy to complete.

![Multiple Assessments Modal](/images/screenshot/2024-07-30-assessments-request-multiple-assessments-modal.png)

Respondents will receive an email prompting them to complete the assessment.

![Email Notification Example](/images/screenshot/2024-01-26-assessments-respond-to-assessment-email.png)

Assessments are tracked individually on the assessment page, providing clear oversight.

![Assessment Management View](/images/screenshot/2024-07-30-assessments-new-assessment-in-table.png)

Congratulations! You've successfully assigned your assessments. To learn more about how to review assessments, visit the ["Review Assessments"](./reviewing-assessments.mdx) document.

### Resending Invites [#resending-invites]

The **Resend invite** button is available on the assessment page when the assessment is in a **Shared**, **In Progress**, or **Changes Requested** state, and your Transcend user is assigned as a **Reviewer**. When both the conditions are met, you can then resend the invites to the listed **Respondents**.

![Resend Invite Modal](/images/sanity/screenshot-2026-06-19-at-11.32.07.png)