Quick Reference
Users
Anyone with login access to Profile.- Roles: Users are assigned a role — User, Manager, or Owner.
- Owner: In addition to standard permissions, Owners have access to billing.
- Users are managed on the Users page in the navigation.
Profiles
A Profile is the report generated when an individual completes the assessments.- Combines data from DISC, Focus, and Core Values.
- Includes graphs, narratives, AI debriefs, and communication guides.
- Profiles can be read individually or compared across groups in Reporting.
Assessments
Every Profile is powered by three assessments:- DISC – Measures behavioral style across Dominance, Influence, Steadiness, Correctness.
- Focus – Measures cognitive and interpersonal focus across five domains: Flexibility, Organization, Communication, Understanding, Stability. Each domain includes six underlying facets.
- Core Values – Reveals a person’s top motivators, ranked in order of importance.
Assessment Invites
A secure email invitation you send to a participant to complete an assessment.- Sent from the Dashboard via Send assessment.
- Uses the participant’s email address (no links to copy or share).
- Can include Tags that automatically apply to all resulting Profiles.
Tags
Labels you apply to organize Profiles.- Managed in the Account page (label + color).
- Can be attached to Assessment Links so Profiles are tagged automatically.
- Used throughout the platform for filtering (Dashboard, Reporting, etc.).
Reporting
The hub for comparing groups of Profiles.- Filters: Narrow by Tags or DISC styles.
- DISC Makeup: Shows percentage distribution across D, I, S, C.
- Playbook AI Debrief: Team-level narrative analysis.
- Tables: Compare DISC scores, Focus scores, and Core Values side by side.
- Supports visual comparisons and ad hoc subgroup filters.
Playbook AI
An AI-powered feature available in both Profiles and Reporting.- Individual Profiles: Summarizes 45+ datapoints into a narrative and supports Q&A via “Ask Playbook AI.”
- Reporting: Generates team-level insights, surfacing shared tendencies and cultural patterns.
Knowledge
Custom content you upload to enhance Playbook AI responses.- Add organization-specific context, terminology, and coaching frameworks.
- Documents are automatically referenced when generating debriefs or answering questions.
- Managed in Account > Playbook AI Knowledge.
- See Playbook AI Knowledge for details and examples.
Extensions
Highlight extreme scores in tables (optional toggle).- 0–10 = very low expression
- 90–100 = very high expression
- Helps you quickly identify outliers in DISC or Focus results.