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Help article: Teams

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


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.

 

 

 

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