Documentation

Step-by-step guides, best practices, and everything you need to get the most out of the platform.

Set up your account, take your first steps, and get a quick overview of the platform.

Create clients, manage projects, and assign assessments.

Use, configure, and share assessment templates with clients.

Compare and contextualize assessment results with industry benchmark data.

Make the most of AI-powered recommendations, narratives, and analyses.

Create and customize PDF, Excel, and Word exports.

Invite team members, manage roles, and collaborate efficiently.

Manage account settings, subscriptions, and invoices.

For Participants

Have you been invited to an assessment? Find everything you need to know right here.

Guidance for participants who have been invited to complete an assessment.

Running into a specific problem? The most common issues, with cause and fix, are in the troubleshooting guide.