Understand the terminology used on New Customer Platform and the key functions available. Explains the differences between "Users" and "Learners".
Experiences
Step-by-step guide for the initial set up of experiences with workshops, including Insights Discovery Workshop, Discovering Leadership Effectiveness, Self-Aware Leader, Insights Discovery Full Circle and Insights Explore.
Experiences
An overview guide for setting up our most popular experience type, including how to reuse existing Insights Discovery Personal Profiles.
Experiences
Learn how budgeting and automatic profile delivery works, how that effects learner statuses, what's recorded in your transaction history and more.
Experiences
Learn how learners and contributors work, relate to each other and how statuses and evaluators differ from other experience types.
Experiences
Learn how to set an automated reminder to be sent to all learners who haven't completed their evaluators yet.
Experiences
A short guide on the new bulk upload option within experiences and how to prepare a file for upload.
Experiences
How to produce profiles now that your experience contains learners with completed evaluators – everything from purchasing and generating to downloading and sharing.
Evaluator Links
An overview of how to create new evaluator links and how to generate profiles once learners have used it.
Organisations
An overview of how to move units between users, from your account or someone else’s.
Learners & Teams
How to group learners into a new team and find teams that already exist, some of which may have been migrated from the old system.
Learners & Teams
How to generate team wheels, as part of an experience or through a team.
Learners & Teams
Downloading or sharing existing profiles with learners via teams and learner detail pages.
Experiences
A brief overview of Insights Discovery profile chapter contents contents, who they’re best for and how they can benefit your learners.
