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Help article: Profiles

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How do I create a manager profile


To create a Manager Profile each team member must first complete either an individual Introductory or Expert Profile.

  • Purchase a Manager Profile, create a Group and invite the people you would like to be included in the Manager Profile.
  • Transfer the purchased Manager Profile into this group.
  • Once all the members have completed their individual Introductory or Expert Profiles, select the team members that need to be included in this profile.
  • Above the team names, to the right, there will be a circular icon that says Create a Manager Profile.
  • Once this has been clicked you cannot add new team members at a later date, so please ensure that everyone that you want in that Manager Profile has completed their profile and is included.
  • The Manager Profile will now generate and you will be able to download or print a copy of this profile.

 

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