Inviting an Existing Participant to take an Assessment

Please refer to this article if you would like to invite a new participant to take an assessment.

Select the existing participant’s name that you wish to invite to take an assessment..

Click the Assess button on the right-hand side of the screen.
- Tip: The participant’s contact information will be automatically populated.

Choose the assessment(s) you want this participant to take, then click Next.
- Tip: Select multiple assessments in the order you would like the participant to complete them, as they will be presented to the participant accordingly.

Select any of the invite options, then click Next.
- “Email invite to…” sends the invite link to the participant’s email.
- “Text invite to…” sends the invite link to the participant’s phone number via text message.
  - Note: This option won’t be available if a phone number wasn’t provided when setting up the participant’s account. Please refer to Editing a Participant’s Information to learn how to add a participant’s phone number.
- “Periodically send an email reminder to complete the assessment for up to two weeks” option sends email reminders to participants who have not completed the assessment within a two-week time frame.

Select who you wish to receive the participant’s assessment report, then click Assess.
- The first option will send an email of the report to the user listed in the “Assigned To” option.
- The second option enables you to send the report to other colleagues in your company by entering additional emails.

Participant invited! The participant has been invited to complete the assessment(s) via the selected invitation method.
- If you prefer to send the assessment link manually, then the link is available for you to copy and paste by highlighting the link or clicking the Copy Link button at the bottom right of the pop-up.
  - Note: This link is case-sensitive.