Assessment Links

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Creating a link

1. From the Dashboard, click the Send assessment near the top of the page.
2. A panel will open showing your unique assessment invite link.
3. (Optional) Apply one or more tags:
   • Tags will automatically prepopulate on any Profile created through that link.
   • Selecting or deselecting tags updates the link in real time.
4. Click Copy link to copy the assessment link to your clipboard.

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Tags

• Applying Tags Tags can be attached to an Assessment Link before sharing it. Any participant completing the assessment through that link 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 generate and share multiple links at once for different groups or projects.

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Best Practices

• Apply tags before copying the link so results are automatically grouped.
• Generate different links for each campaign, event, or context you want to track separately.