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

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    - brazil

ft:locale :

    - en-US

ft:publication_title :

    - Brazil Governance, Risk, and Compliance

ft:clusterId :

    - grc

bundleId :

    - grc

workflow :

    - Technology


---

# Assign a contact to an engagement

# Assign a contact to an engagement {#ariaid-title1}

Release version: Brazil  
Updated September 10, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
Add a contact from your third-party organization to a specific engagement team so they can access questionnaire requests for that engagement.

## Before you begin

The contact must be registered in the third-party portal before being assigned to an engagement.  
Important:  
This task applies to Third-Party Risk Management (TPRM) with Smart Assessment Engine (SAE) usage only. Engagement contact assignment and management may differ in Classic TPRM environments.

In both Classic and SAE, contacts can be assigned to engagements. However, questionnaire assignment behavior differs: In Classic, only one primary contact receives the questionnaire; in SAE, all primary contacts are automatically assigned to questionnaire requests for that engagement, with one designated as the questionnaire owner (see [Third-party portal contact roles and permissions](https://www.servicenow.com/docs/UH_36~I7~RvUqBGkm66f9g "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, or engagement primary contact for the specific engagement.

## About this task

Assigning a contact to an engagement gives them access to that engagement's questionnaire requests, tasks, and issues. You can designate the contact as an engagement primary contact during assignment or at any time afterward.

## Procedure

1. Navigate to My Team from the home page.
2. In the right panel, select the engagement from the dropdown list.
3. In the left panel under All contacts, find the contact you want to add.
4. Select Add next to the contact's name.  
   The contact appears in the right panel under Engagement contacts.

   If the contact does not appear in the list of all contacts, verify that they have been invited to and registered in the
   portal. See [Invite a contact to the third-party portal](https://www.servicenow.com/docs/m1WMWeCoTI0~ijaC4tK0Vg "Invite a new team member to the third-party portal so they can access questionnaire requests, tasks, and issues for your organization.").
5. **Optional:** To designate the contact as an engagement primary contact, select the Primary Contact check box next to their name.  
   In SAE, engagement primary contacts are automatically added to all active questionnaire requests for the engagement and can manage the engagement team. An engagement must have at least one engagement primary contact for
   questionnaire assignment to work properly. For details, see [Questionnaire ownership and contributor access](https://www.servicenow.com/docs/TWd_yJydT4Dpn1J8XVrJpQ "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.").

   If the contact can access the engagement but cannot see any questionnaire requests, verify that questionnaire requests for the engagement are in an active state and that the contact has been added as a questionnaire owner
   or contributor. In SAE, secondary contacts are not automatically added to questionnaire requests.
**Related concepts**   

* [Managing the Third-party portal](https://www.servicenow.com/docs/gww4m9ufNHvyDxzuQvEzVw "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/UH_36~I7~RvUqBGkm66f9g "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/TWd_yJydT4Dpn1J8XVrJpQ "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**   

* [Invite a contact to the third-party portal](https://www.servicenow.com/docs/m1WMWeCoTI0~ijaC4tK0Vg "Invite a new team member to the third-party portal so they can access questionnaire requests, tasks, and issues for your organization.")
* [Manage questionnaire contributors and ownership](https://www.servicenow.com/docs/aALzT02WF4H9F1DdLAGZLg "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.")
* [Deactivate a third-party portal contact](https://www.servicenow.com/docs/fPIA3_94d74aPDLWIerA3w "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.")