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Assessment Invites let you send assessments directly to participants via email—no links to copy or manage.

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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.
After you send an invite, the participant receives an email with instructions to complete the assessment.

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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If any of your Profiles are outdated or contain invalid scores, you can issue a retake.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 assesments (between Focus, DISC, and Core) to retake.
  4. Click Start retake to send a new invite to the user.
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.