Articles(3)

Help category: 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.

How do I invite one person to complete a Profile?


  • Ensure you have a Profile already purchased and in your (practitioner) dashboard.
  • To send out an individual Introductory or Expert Profile to one person, use the left-hand menus to select Invites & Transfers and then Invitations

Invites

  • Click on send an invitation

send an invitation

  • Complete the pop-up details, sending out the Profile of your choice. Please note the individual will need to login or create an account using the exact email address you have used.
  • You can also choose to include the Career Guide (free) and add your invitee to a new or existing groups (see topics on groups)
  • You can also choose to withhold a Profile for 30 days. It will automatically be released after the 30 days.

Invites_CG

  • Finally, you can add a personal message in the ‘System message’ for your invitee. If you wish to view the final message, use the slider to switch to preview

Preview message

How do I send out a Profile to others to complete SP?


  • Buy the relevant Profiles you intend on sending in advance, either Introductory or Expert.
  • This will be in your dashboard (toggle to Practitioner dashboard) 
  • You then have 2 options. For individuals use the Invites & Transfers menu on the left, for multiple people, i.e. groups, use the Groups menu on the left. See further articles on how to do these 2 steps.

Invites_Groups

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