Assessment Invites

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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.
3. (Optional) Apply one or more tags:
   • Tags will automatically apply to any Profile created from this invite.
4. Click Send invite.

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Tags

• 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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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.