Articles(5)

Help category: Profile Completions

Send Profiles for others to complete an assessment and create Team & Manager Profiles

How do I create a Manager Profile?


Only to be used in groups and with completed Introductory or Expert Profiles for each team member

To create a Manager profile you must first navigate to the dashboard (Once logged in). In the dashboard you will see on the left side menu The Four People (Groups), search through your groups to find the group you require. Alternatively if you're creating a Manager profile for a new user set please create group. At the top you will see your current balance, this area will tell you whether or not you have existing Manager Profiles in this specific group. If you have none you can use the Manage your uses button to transfer profiles across to this group. Once in the group page if you have no members, you will need to add members by clicking the add members button and inviting the users via our invitation wizard. Once you have members, on the left side of the table you will see a checkbox (Square), which once clicked will display a tick. After 3 users with complete profiles has been selected (ticked) the Create a Team Manager Profile button will display in the right hand side of the legend (Circular Buttons), once clicked this will run through the Manager Profile creation wizard.

Steps

  • Log into your account (If not already logged in)
  • Click your name in the top right hand corner
  • Click on "Dashboard"
  • Click The Four People (Groups) from the left hand menu
  • Search for your group, on the right hand side under Action column click View
  • Select the box's on the left side of the table to select users you want in the report
  • The button will appear in a red colour and once hovered will state 'Create a Team Manager Profile', click the button
  • Run through the Wizard

How do I create a Team Profile?


Before you begin

Steps

  • Log into your account 
  • Click your name in the top right hand corner
  • Click on "Dashboard"
  • Click Groups from the left hand menu
  • Search for your group, on the right hand side under Action column click View
  • Add a Team Profile to your Group by selecting 'Manage uses'
  • Transfering one from your Profile Balance into the group using the back and forth arrows
  • Select the box's on the left side of the table to select users you want in the Team Profile 
  • The button will appear in a red colour and once hovered will state 'Create a Team Expert Profile', click the button
  • Run through the Wizard
  • Please note you will use your Team Profile credit so be sure you have everyone ticked who you require in the Team Profile

How do I share an invite with multiple people?


  • Before starting, ensure you have enough Profiles purchased if you are using Introductory or Expert and you can see these in Practitioner dashboard in your ‘Product Balance’.  
  • You can also send unlimited Free Starter Profiles from within a Group
  • Using the left-hand menu, select Groups.

Groups menu

  • Click on ‘Create Group’ and complete the Details and click Next

Group Details

  • If you are using the Introductory or Exper Profile - in the ‘Manager your uses’ screen use the arrows to put these Profiles from your ‘Product Balance’ into this group and press next. For Free Starter Profile follow the next step.

Manage uses

  • Confirm ‘Yes’ in the confirmation pop-up. You can also use the ‘manage uses’ to put any unused Profiles back into your Product Balance
  • In the next screen, the Group overview, you can now select the 'shareable code'  for any of the 3 Profiles. You can send unlimited Free Starter Profiles.

     

Select the Career Guide if you are using (not available with the Free Starter Profile) and ‘copy to clipboard’. Paste the code into your email ready to send out.

 

copy code

  • You can also limit the use of this code by putting in a specific email domain so only those with this can access the code, i.e. @cappfinity.com
  • You can find out more about managing groups in our group help guide.

How do I invite one person to complete a Profile?


  • Ensure you have a Profile already purchased and in your (practitioner) dashboard.
  • To send out an individual Free Starter, Introductory or Expert Profile to one person, use the left-hand menus to select Invites & Transfers and then Invitations

Invites

  • Click on send an invitation

send an invitation

  • Complete the pop-up details, sending out the Profile of your choice. Please note the individual will need to login or create an account using the exact email address you have used.
  • You can also choose to include the Career Guide (free) and add your invitee to a new or existing groups (see topics on groups)
  • You can also choose to withhold a Profile for 30 days. It will automatically be released after the 30 days.

  • Finally, you can add a personal message in the ‘System message’ for your invitee. If you wish to view the final message, use the slider to switch to preview

Preview message

How do I send out a Strengths Profile to others?


  • Buy the relevant Profiles you intend on sending in advance, either Introductory or Expert.  You can also send out Free Starter Profiles and these are unlimited and, free.
  • Ensure you toggled to Practitioner dashboard (above)
  • You then have 2 options. For individuals use the Invites & Transfers menu on the left, for multiple people, i.e. groups, use the Groups menu on the left. 

Invites_Groups

Visit the Sending out Profiles guide for personal invites and multiple people here -https://www.strengthsprofile.com/en-GB/home/help/category/11 

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