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Assessment Invites let you send assessments directly to participants. Deliver each invite by email, by SMS, or copy a link to share through your own channels.

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Sending an invite

  1. From the Dashboard, click Send assessment near the top of the page.
  2. Enter the participant’s email address or phone number.
  3. (Optional) Apply one or more tags:
    • Tags will automatically apply to any Profile created from this invite.
  4. Click Send invite to create the participant’s Profile.
  5. Choose how to deliver the assessment:
    • Email – sends an email with a sign-in link (requires an email address on the profile).
    • SMS – sends a text message with a sign-in link (requires a phone number on the profile).
    • Copy link – copies the assessment link to your clipboard so you can share it yourself, for example in your own onboarding email or a chat message.
Email and SMS links sign the participant in directly and expire after 7 days. A copied link does not expire and does not sign the participant in: when they open it, they verify their identity by requesting a one-time link to the email or phone on their profile. To send a new invite later, right-click the profile in the Dashboard and choose Send invite, then pick email, SMS, or copy link.

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Tags

Tags help you stay organized across large sets of assessments and results.
  • Applying Tags Tags can be attached to an Assessment Invite before sending it. Any participant completing the assessment from that invite will have those tags automatically applied to their Profile.
  • Managing Tags Tags are created and managed on the Account page. When creating a tag, you can:
    • Choose a label (e.g., Fall Recruiting, Leadership Cohort A, '26 Roster, or Engineering).
    • Select a tag color to improve visibility.
  • Using Tags Tags are available across the platform for filtering and organization:
    • Dashboard – quickly filter assessments by tag.
    • Reporting – generate reports scoped to specific tags for deeper insights.

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Retaking Assesssments

If any of your Profiles are outdated or contain invalid scores, you can issue a retake. Here’s how:
  1. Right-click the target Profile in the Dashboard.
  2. Select Retake assessments from the menu.
  3. Select one or more assessments (between Focus, DISC, and Core) to retake. Profiles migrated from a legacy Profile system must retake all three on their first retake.
  4. Click Start retake.
  5. Send the participant a new invite so they can complete the retake.
Their report will still be visible but will include a notice that results are incomplete and subject to change. You can withdraw a retake invite and restore the previous score data from the context menu in the Dashboard table.

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Notes

  • Tags are optional, but helpful for organizing results
  • You can send invites to different groups or projects as needed.

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Best Practices

  • Apply tags before sending so results are automatically grouped.
  • Use consistent tag naming for campaigns, cohorts, roles, or time periods.