Platform Administrators

For those looking to send assessment invites and view reports.

65 articles

Getting Started with the Deeper Signals Platform

Learn how to log in, recover your password, and understand the basics of using the platform as an admin.

Log into your account as an adminCreate your admin account and access the platform.

Forgot your password?Two quick ways to access your account without your password.

Getting started with the Deeper Signals PlatformLearn how to send invites, view results and reports, tag users, explore team reports, and use Analytics.

Account

Manage your personal profile, security and privacy settings, notifications, downloads, and overall account access in one place.

Update your profileHow to update your core account details and demographics.

Update your privacy settingsManage your security, shared links, and Teams data visibility.

Notification settingsControl how and when you receive email notifications.

Download CenterHow to access your downloaded files in one place.

Managing Users

Learn how to how to add, organize, control access for, and maintain users in your account.

Add a new userInvite users through a campaign or create an admin directly.

Create new adminsGive teammates admin access so they can manage the platform with you.

All Users table: add columns and filtersCustomize your All Users table with columns adn filters for faster user management.

All Users table: Create and save score filtersHow to filter users by assessment scores and save custom views.

All Users table: Save and manage custom viewsSave your preferred columns and filters so you can reuse them anytime.

Tags: create, assign, delete, and upload in bulkUse tags to organize users, filter dashboards, and manage data more efficiently.

Manage user report accessControl whether users can view their assessment reports.

Edit user details and settingsEdit user personal information and adjust user account settings.

Merge user with imported (HRIS) userCombine a personal email account with a work email from your HRIS feed.

Copy or move users between accountsTransfer users across accounts you manage — with or without their assessment results.

Access control filtersRestrict what specific admins can see by filtering users by tags, campaigns, and more.

Upload HRIS dataAdd company data to users for filtering, reporting, and access control.

Download user dataExport assessment results and user data as a CSV file.

Delete usersPermanently remove users and their assessment data.

Managing Assessments

Learn how to set up and run assessment campaigns, invite participants, manage invites, and access reports.

How to use CampaignsLearn how to create, manage, and update invite campaigns to send assessments and track progress.

Invite with a linkSend assessment invitations using a shareable link instead of platform email invites.

Invite by emailSend assessment invitations directly from the platform using email templates.

How to set up Hiring CampaignsCreate and manage campaigns to assess and evaluate job candidates.

Assign assessmentManually assign an assessment to an existing user.

View and download reportsAccess, download, and manage assessment reports for individual users.

Disable an invite linkTurn off a shared invite link so it can no longer be used.

Delete assessment resultsPermanently remove a user’s assessment results from the platform.

Managing Teams

Learn how to create and manage teams, control team privacy, and understand and download team-level reports and scores.

How to create teamsLearn how to create teams in the Deeper Signals platform.

Team report access settingsManage team report access for managers and team members.

The difference between the Team Report and Group ReportExplains which reports are created when you add a team with or without a manager.

Download team scoresExport team-level scores on six personality dimensions as a CSV file.

Edit a teamUpdate a team’s name, manager, members, or report access settings.

Delete teamsRemove a team from the platform when it’s no longer needed.

Analytics

Explore, filter, compare, and visualize assessment data to better understand and interpret results.

Use the insights tab to visualize assessment resultsHow to explore, filter, and analyze data across users and teams.

Use the compare featureHow to compare individuals, teams, and groups across the platform.

Download charts from AnalyticsExport dashboard charts as SVG or PNG files.

Managing Sola

Helpful resources for getting the most out of our AI assistant.

Introduction to SolaAn overview of how Sola turns assessment data into real-time, actionable guidance for people decisions.

Using Sola by roleExample prompts that show how individuals, leaders, HR teams, and admins use Sola in real situations.

Why choose Sola instead of a general AI assistantHow Sola protects your data and delivers assessment-aware insights you can trust.

Settings

Manage account-wide settings and options.

Account settingsManage your account settings, including billing, user roles, and permanent account deletion._{1 article}

Campaigns, users and teamsManage your campaigns, users, and teams settings._{1 article}

Data ManagementConfigure how long assessment data is stored and whether inactive users are automatically deleted._{1 article}

PersonalizationCustomize your account's appearance and branding elements._{2 articles}

Integrations & APIConfigure and manage connections between your account and the Deeper Signals platform._{5 articles}

Managing Dynamo Learning

Learn how to use Dynamo Learning for development and growth.

Dynamo Learning overviewA digital development tool that turns assessment insights into real growth.

Dynamo goals and goal suggestionsHow goals are suggested, what goals are available, and how progress is tracked.

Control Dynamo access with HRIS and UAC filtersHow enterprise accounts can roll out Dynamo gradually using HRIS-based filters.

Dynamo OnboardingAutomatically generate personalized onboarding goals powered by AI.

Troubleshooting

Resolve common technical issues.

How to fix issues by clearing your browser cacheLearn how to resolve common software errors by clearing stored browser data.

Best practices for using multiple browser tabsLearn why Deeper Signals works best when used in a single browser tab.

VPN troubleshooting on the Deeper Signals platformLearn how VPN use can affect your assessment results and how to fix common connection issues.

Frequently Asked Questions

Quick answers to the most common questions, helping you troubleshoot issues and find information.

Can I send multiple assessments with one invite?

Can a single invite link be used for multiple users?

Can I get notified when someone completes the assessment?

I know someone completed their assessment, but I can’t see them on the platform?

Can I manually add or remove users from a system team?

Is it possible to delete individual report links that have been shared?