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Help category: Transfers

Looking to distribute products within a team or organisation? We've got you covered.

What is the difference between a transfer and an invite


A transfer allows you to send one or a number of products to another user of Strengths Profile, giving that user ownership of those products. They will recieve an email and a notification in their Strengths Profile Account asking them to accept the transfer. Once they have accepted the products sent to them will be in their own purchases.

An invite allows you to ask a user of Strengths Profile to complete an assessment that you maintain visibility of. Once their profile is completed you will recieve a notification allowing you to view their profile report in your account. Your Participant will also receive their profile in their account unless you have chosen to withold the results from them, in which case their profile will be released in 30 days to them.

What is a transfer


 A transfer allows you to send one or a number of products to another user of Strengths Profile, giving that user ownership of those products.

They will recieve an email from noreply@strengthsprofile.com and a notification in their Strengths Profile Account asking them to accept the transfer.

Once they have accepted the products sent to them, these will appear in their own purchases.

You will not be able to see the user's results if you have transferred them products.

 

How do I top up my group balance


Topping up a group is when you add more profiles for the group to use.

To top up, log into your account and go into Your Dashboard. If you are using the advanced dashboard click Manage Existing Groups. If not,  select the groups tab on the left hand side of your dashboard.

Select the group you would like to top up. *Please note you will not be able to top up if you do not have any purchased profiles in your account.

Go into your group, and click on the Top Up Group Profiles button.

Use the > icon to move product uses from your account into the group

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