Help article: Sending out Profiles

Understand how you can send Profiles for others to complete an assessment


How do I share an invite with multiple people?


  • Before starting, ensure you have enough Profiles purchased and you can see these in Practitioner dashboard in your ‘Product Balance’.
  • Using the left-hand menu, select Groups.

Groups menu

  • Click on ‘Create Group’ and complete the Details and click Next

Group Details

  • In the ‘Manager your uses’ screen use the arrows to put Profiles from your ‘Product Balance’ into this group and press next.

Manage uses

  • Confirm ‘Yes’ in the confirmation pop-up. You can also use the ‘manage uses’ to put any unused Profiles back into your Product Balance
  • In the next screen, the Group overview, you can now select the ‘shareable code’

     

  • shareable code

Select the Career Guide if you are using and ‘copy to clipboard’. Paste the code into your email ready to send out.

 

copy code

  • You can also limit the use of this code by putting in a specific email domain so only those with this can access the code, i.e. @cappfinity.com
  • You can find out more about managing groups in our group help guide.

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