How to assign an assessment to a user

Note: If you choose this approach, you won't be able to send reminders or track user progress. We highly recommend inviting users through the "Invites" feature instead.

To assign an assessment to an existing user, navigate to the "All Users" tab. Select the user, then go to the "Assessment & Reports" tab and select "+Assign new".

Next, choose the assessment and report you want to assign to this user. If you don’t select any report, the user won’t get a report after they complete the assessment. To complete the process, click "Confirm".

For example, you can use this approach if this user has completed only the Core Drivers, but now you want them to complete the Core Values as well.

Note: The user won’t be notified when you assign them an assessment. They’ll need to log in to the platform with their username and password, and they’ll be able to see their assigned assessment in the dashboard.