---
sourceDocument: Australia Governance, Risk, and Compliance
sourceDocumentLink: https://www.servicenow.com/docs/r/australia/governance-risk-compliance

 Release :

    - australia

ft:locale :

    - en-US

ft:publication_title :

    - Australia Governance, Risk, and Compliance

ft:clusterId :

    - grc

bundleId :

    - grc

workflow :

    - Technology


---

# Invite a contact to the third-party portal

# Invite a contact to the third-party portal {#ariaid-title1}

Release version: Australia  
Updated September 10, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
Invite a new team member to the third-party portal so they can access questionnaire requests, tasks, and issues for your organization.

## Before you begin

Important:  
This task applies to Third-Party Risk Management (TPRM) with Smart Assessment Engine (SAE) usage only. Portal contact invitation and management may differ in Classic TPRM environments.

The contact invitation process is the same in both Classic and SAE. However, how invited contacts are assigned to questionnaires differs between the two engines (see [Third-party portal contact roles and permissions](https://www.servicenow.com/docs/Gi4O66QOUKkD5YvpXzPZKw "The third-party portal uses a role-based access model to control who can view, respond to, and manage questionnaire requests, issues, and tasks. Each of the four contact role types has a defined scope and set of permissions.") for details).

Role required: third-party primary contact.

## About this task

Invite a contact to give a team member access to the third-party portal. When you invite a contact, the contact receives an email invitation to register for the portal.

## Procedure

1. Navigate to Manage Team on the home page.
2. Select Invite Contact.
3. Fill in the contact's information.  
   {#tprm-portal-invite-contact__table_invite_contact_fields__entry__2}

   | Field | Description |
   |-|-|
   | First Name | The contact's first name. |
   | Last Name | The contact's last name. When multiple third-party primary contacts exist, the system uses last name alphabetical order to determine the questionnaire owner. |
   | Email Address | The contact's work email address. The portal invitation is sent to this address. |
   | Title/Role | The contact's job title or role within your organization. |
   [Table 1. Contact information fields]

   {#tprm-portal-invite-contact__table_invite_contact_fields}
4. Specify whether the contact is a primary contact by using the Primary Contact option.  
   * Select Primary Contact to create the contact as a third-party primary contact.
   * Leave Primary Contact unchecked to create the contact as a third-party secondary contact.

   Important:  
   Third-party primary contacts are automatically added as questionnaire owners or contributors to questionnaire requests. The system selects the questionnaire owner based on alphabetical order by last name when multiple primary contacts exist. For details, see [Questionnaire ownership and contributor access](https://www.servicenow.com/docs/kcSvQtyZtRVzjmKhXNz7KQ "Each Smart Assessment Engine questionnaire request in the third-party portal has a single questionnaire owner and can include questionnaire contributors. Ownership determines who can submit the completed questionnaire and who can manage team access.").
5. Select Save.  
   The contact receives an email invitation to register for the portal. If the contact does not receive the invitation email, verify that the email address is correct and ask your customer's administrator to confirm that the portal email settings are configured.
**Related concepts**   

* [Managing the Third-party portal](https://www.servicenow.com/docs/0~pzVvr~IuJOCqkyFNmYfA "Third-party contacts respond to questionnaires, requests for documentation, tasks, and issues on the Third-party portal. The portal is the point of interaction between third parties and risk assessors.")
* [Third-party portal contact roles and permissions](https://www.servicenow.com/docs/Gi4O66QOUKkD5YvpXzPZKw "The third-party portal uses a role-based access model to control who can view, respond to, and manage questionnaire requests, issues, and tasks. Each of the four contact role types has a defined scope and set of permissions.")
* [Questionnaire ownership and contributor access](https://www.servicenow.com/docs/kcSvQtyZtRVzjmKhXNz7KQ "Each Smart Assessment Engine questionnaire request in the third-party portal has a single questionnaire owner and can include questionnaire contributors. Ownership determines who can submit the completed questionnaire and who can manage team access.")  
**Related tasks**   

* [Manage questionnaire contributors and ownership](https://www.servicenow.com/docs/vs~LQiJBZ63GYYDnbBJ1nA "Add or remove contributors for a questionnaire request, or transfer questionnaire ownership to another contact, so the right team members can collaborate on and submit the questionnaire.")
* [Assign a contact to an engagement](https://www.servicenow.com/docs/zYdD1KyoSUzE6KliDleh6Q "Add a contact from your third-party organization to a specific engagement team so they can access questionnaire requests for that engagement.")
* [Deactivate a third-party portal contact](https://www.servicenow.com/docs/IIS3~Nj8jRN2s515c0dK6g "Remove a contact's access to the third-party portal when they no longer need it, such as when a team member leaves the organization or changes roles.")