Book Launch Webinar
12 December 2018

Book Now

Articles(7)

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 has 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, you will be able to select the members you wish to generate a Team Expert Profile with. 

To do this, select the members you wish to invite, and then press the Manage your uses to obtain a Team Expert Profile button.

As before, Team Expert Profiles can only be generated from Individual Expert profiles so please do make sure your members either have these or that you have puchased the Upgrade to Expert before trying to generate the team report.

I have added new invitees to my group but their name does not appear in the add to group list


When you are adding new members to a group, you may see a list of names of Strengths Profile members you have previously invited.

When adding new members, they will not appear in this list however they will be added to the group once you have pressed finish. 

This allows you to select members you have already invited and invite new members without the view becoming confusing.

Don't worry if you forget to add somebody because you cannot see who you have invited so far, you can always add them to the group.

Remember to click Finish when you are done which will generate the group.

How do I add members to my group


To add members to a new group, log into your account and go to My Dashboard

Activate the advanced dashboard and select Create Group . Alternatively, select the Groups tab and then click the Create Group button.

You will then be prompted to enter details and uses for the new group.

Please make sure you have purchased enough uses before creating the group. If you have not, please select Buy Products and then repeat the above steps. 

 

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

Activate the Practitioner dashboard and select Manage Existing Groups. Alternatively, select the Groups tab and you will see your existing groups.

Select View next to the group you would like to add 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.

If you enter the email wrong do not worry - just 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 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 withold 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 in the menu

Click on the plus icon

Follow the steps

What is a group


A group is a collection of people

How do I create a group


To create a group, please log into your account and go to My Dashboard.

If you are using the practitioner dashboard, select the Create a Group option. Alternatively, select the Groups tab on the left hand side.

Enter the details of your new group. 

Transfer the amount of profiles you would like to add to your group using the arrows.

If the users you wish to invite to the group are already in your contacts they will appear as a list. Tick the box next to each one you wish to add.

If the people you wish to invite are not in your contacts, invite them using the Invite button.

Once you have invited and added your members, press the Save button.

You should then see a pop-up that says "Successfully Added" 

Press Finish.

 

 

We are sorry!

An error occurred while processing your request.

Please click on Refresh button below and try again.