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Help article: 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 someone else. Once they accept the transfer, this will give this user ownership of the products and they will appear in their dashboard. You will not have oversight to these uses once the transfer is accepted.

An invite allows you to ask someone to complete an individual assessment that you maintain visibility of. Once their Profile is completed you will receive a notification (if turned on) and can access their results. Your Participant will also receive their Profile in their account - unless you have chosen to withhold the results from them, in which case their profile will be released to them 30 days after completing the profile.

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