Add Evaluators from Outside a Portfolio Team

Portfolio team members can now any user to a new evaluation regardless of whether they belong to a portfolio team. To add evaluators from outside your portfolio team, follow the steps below: 

Note: Only admins can perform this action. 

• When you get to Step 5 of creating a new evaluation, scroll down to the Additional Evaluators section.

• Click the + Add Evaluators button. This will open an "Add Evaluators" modal. 

• To search for a user, type the user's email into the search bar. 

• When you see the appropriate user, check the box next to their email to add the user. Make sure to click Done when you're finished with this step and click Continue to go to Step 6. 

Note: To see an article on how to add evaluators from outside a portfolio team to an existing evaluation, click here.