Platform Administrators
For those looking to send assessment invites and view reports.
63 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.
Settings
Manage account-wide settings and options.
Admin Roles: Overview, Permissions, and Custom Role SetupLearn what each admin role can access and how to create custom roles for your team.
Data Management SettingsLearn how to control how long assessment data is stored and how inactive users are handled.
Customize your company brandingLearn how to create assessment and feedback experiences that match your company’s brand.
Add competencies and competencies reports
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.
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 Campaigns
Invite with a link
Invite by email
How to set up Hiring Campaigns
Assign assessment
View and download reports
Create email templates
Disable an invite link
Download invites
How to give users access to their report
Managing Teams
Learn how to create and manage teams, control team privacy, and understand and download team-level reports and scores.
Creating teams
Teams Privacy Controls
Downloading team scores
The difference between the Team Report and Group ReportExplains which reports are created when you add a team with or without a manager.
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.
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.
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 Platform Integrations
Learn how to connect Deeper Signals with other systems by managing interation settings.
API keysHow to generate and safely use API keys for accessing the Deeper Signals API.
SAML SSO authenticationHow to access the Deeper Signals platform using SAML SSO and deeplinked Playbooks.
WebhooksHow to automatically send assessment data from Deeper Signals to external systems.
Email Domain CustomizationHow to send all Deeper Signals system emails from your own email domain.
Deeper Signals <> Teamtailor ATS Integration GuideLearn how to set up ATS integration with Teamtailor.
Troubleshooting
Resolve common technical issues.
Recommended browsers for Deeper SignalsLearn which browsers provide the best experience and which are not supported.
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?