Go to the Invite Menu
From the home page of your account, expand the “Admin” menu in the left sidebar to display the "Results" option. Select the "Results" option to display a list of all existing “Assessments”.
Each assessment is shown as a card within the list. Below the name of each assessment are three links: "Results", "Reporting", and "Invites".
To see your invite options, select “Invites” for the “Assessment” of interest or simply click anywhere on the assessment and then select the invites tab.
After selecting "Invites", the invites tab opens, displaying the following three actions:
- Track Invites
- Invite with email
- Invite with link
Invite with email
The “Invite with email” option sends a one-time use link, to a chosen email address.
Use the “Choose invite template” drop down to either use the “Default” Template, select an existing template, or “Add a new template.”
After a template is selected, an “Email Preview” is displayed.
If necessary, you can make additional modifications to the content of the email invitation. When the invitation is satisfactory, select “Next.”
In the next screen, you input the users you would like to invite. Invite users individually by using their email addresses, separated with a comma. You can also upload an existing .CSV file of email addresses, and click “Download Template” to test them locally. When finished inputting email addresses or uploading the .CSV file, click “Next.”
The “Choose groups and preview users” screen is then displayed. To add users to this group, enter a “First Name” or use the “First Name” drop down to select a user’s first name; enter a “Last Name” or use the “Last Name” drop down to select a user’s last name, enter their email address and click “Next.”
Repeat the process above for as many users as you want to add to the “Group” and click “Next.”
When the desired users are added to the group, click “Send invites,” to send out the group invite.
You should see a confirmation screen indicating that the invites have been sent.
To invite via link, see this article.