If you want to add a new user to the platform, the best way is to invite them to take an assessment. You can see how to do that in this article.

In case you just want to create a user and you don’t want them to take an assessment, go to the “All Users” tab and click on “+Create user”.

You’ll need to assign them to an account, enter their first and last name, email, and assign them a role. Then click “Create”. To learn more about roles, click here.

Login instructions will be automatically sent to the user’s email address.

Once the user has created their account and taken an assessment(s), you can edit their personal details and demographic information. To do that, go to “All Users tab”, select the user, edit their info in the “User” tab, and then click “Save”.

Active - toggle this button if you want to temporarily make this user’s account inactive.

Verify - toggle this to verify an admin-level user, and they will not need to verify their email address at login.

Shared links - delete any active links for the user's shared report. This will only disable access to previously generated links.

Delete - permanent action that deletes the user together with their assessment results

If you are managing more than one account, you can copy any user from one account to another. This action won’t delete the user from the current account.

You can see how to do that in this article.

If you want to delete users, go to “All Users”, select the user(s) you want to delete, click on the three dots in the bottom right, and select “Delete user(s)”.