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Help category: Teams

Looking to organise and support a group of people? We can walk you through our team tools.

What has happened to my team now that Groups and Teams has merged?


Groups and Teams have merged into Groups so that the process becomes more efficient and easier to manage.

Any teams you had previously created are still there and have not changed. 

Creating a new team is almost the same as before, only first you will need to create a group

  • Once you have created the group, and each team member has completed an individual Expert Profile, you will need to purchase a Team Profile from the store.
  • Transfer the use into the required Group
  • Select the members you wish to invite, and then press the Manage your uses to obtain a Team Expert Profile button.
  • As before, Team Profiles can only be generated from individual Expert Profiles, so please do make sure your members either have these or that you have purchased the Upgrade to Expert before trying to generate the team report. Once generated you cannot add new members and regenerate the Team Profile.

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 Manage Existing Groups (alternatively, 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 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 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).

What is a group


In Strengths Profile, a group is a collection of SP users that you select to add together in one place. This could be so that you can run a Team Profile, Manager Profile or just so you can organise your teams' profiles for ease of access.

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 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).

 

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