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.
Click on ‘Create Group’ and complete the Details and click Next
- In the ‘Manager your uses’ screen use the arrows to put Profiles from your ‘Product Balance’ into this group and press next.
- 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’
Select the Career Guide if you are using and ‘copy to clipboard’. Paste the code into your email ready to send out.
- 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.