Articles(10)

Help category: Groups

Looking to organise and support a group of people? Learn how

How do I add an existing member to my group?


To add existing members to a group go to your group home page and click on the Add Members button. You will be taken to the page which will allow you to add users who you previously invited using personal email invitation. You can select users who you wish to add to the group and click Save Changes to confirm. This page provides option to send new email invitations or use shareable codes to invite members to the group.

What is a shareable code?


Shareable code is a link that can be used to invite multiple users to your group through an email.
This type of invite is meant to be given to people who once accept the invitation become members of the group. Accepting the invitation means that users will consume one use of a given type of profile Introductory or Expert from the group balance. Please be sure that group balance is topped up before sending shareable code to your invitees.

When using shareable code, the admin of the group can specify additional settings that include:

  • option to withhold profile results for invited users
  • option to disable career guide section from profile results
  • email masks of users allowed using shareable code

Admins are able to rename code to more friendly name by using rename option. 

Who can create groups?


Groups can be created by any user of Strengths Profile who wish to manage and send out Profiles to others.

Groups provide an easy way to invite multiple people (through the shareable code) and easier filing of Profiles.

The user who creates a new group automatically becomes the first admin of that group and can invite others to help with group administration.

How do I top up my group balance?


To add to group balance, go to your group home page by using group search page. Click on Manage your uses button which will take you to balance management page.

 

You can now use left and right arrows to move profile uses from your personal account balance into the group balance. Once you are done with your changes click Save Changes and your group balance will be changed.

How do I rename a group?


To rename a group, go to the group home page by using group search page. Click on the Edit button above group details panel and enter new details for your group. Click Save button to confirm the changes.

 

How do I add members to my group


To add members to a new group:-

  • Log into your account and go to Dashboard
  • If you inviting people to take their Profile please ensure you have enough Profiles available through 'Manage Your Uses'
  • Go into Groups on the left-hand menu and select the Create Group button.
  • Enter the details of the group.
  • You will then be able to select existing members to add to this group

To add new members to an existing group:-

  • Log in to your account and go into your Dashboard.
  • Go into Groups on the left-hand menu and select an existing group by clicking on view
  • Click Add Members button. 
  • If the invitee/s is in your existing contacts, this will appear. If the person you wish to invite is new to Strengths Profile, select the Send an Invitation button.
  • Enter the invitee's email address and click Add. You can enter multiple email addresses at one time by putting a comma between each address.
  • If you enter the email wrong, click the red Remove Email button under action.
  • Select which Profile you would like to send each invitee and if you would like to withold their results from them.
  • Then select send.

 

 

How do I add a new member to my group


To add new members to an existing group, please log in to your account and go into My Dashboard.

  • Activate the Practitioner dashboard and select the Groups tab on the left-hand sidebar menu and you will see your existing groups.
  • Select View next to the group you would like to add new members to.
  • Click Add Members button.
  • If the invitee/s is in your existing contacts, this will appear. If the person you wish to invite is completely new to Strengths Profile, select the Send an Invitation button.
  • You will then be prompted to enter the invitee's email address. Once you have done this click the Add button and you will see their email address appear below with options. You can enter multiple email addresses at one time by putting a comma between each address.
  • Select which profile you would like to send each invitee and if you would like to withhold their results from them.
  • Then select send.

How do I create a group profile


  • Go to the Group page by clicking on Groups from the left-hand side menu
  • Click on the Create Group button
  • Follow the steps. Here you'll be asked to name your group, transfer uses into your group from your personal account and select members from previously known or new contacts to add into your group (you can choose to skip adding members if you wish to do this at a later date).

  • Once your member complete their profiles you can select them and click on the Create a Team Expert Profile or Create a Team Manager Profile to create group profile.
  • Your group profiles will be displayed on the profile timeline below member list.

What is a group?


Group is collection of related users of Strengths Profile.

You can create a group to:-

  • Organise your Profiles into manageable size or relevant groups or teams, i.e. finance team, coaching workshop
  • You can set up a group to get a 'shareable code' so you can send out one code to multiple people - via your own email
  • Create a Team or Manager Profile from that particular group.

How do I create a group


  • Go to the Group page by clicking on Manage your Groups or select Groups from the left-hand side menu
  • Click on the Create Group button
  • Follow the steps. Here you'll be asked to enter the name of your group, transfer uses into your group from your personal account and select members from previously known or new contacts to add into your group (you can choose to skip adding members if you wish to do this at a later date).

 

 

Apologies

We are so sorry, there has been an error, please try again or later or contact the help team at {0} for support

Please click on Refresh button below and try again.