What are Groups and Invitations?

We recommend using the Groups functionality wherever possible to file your Profiles and access them easily, as well as send out Profiles to multiple people.  It's also here you can access our Free Starter Profile, send these out, gain access and upgrade them.

You can create a group by clicking on groups in the left-hand menu and Create Group. For more information, please see What is a Group and how do I create one?

You can Manage your uses by adding Profiles from your Product Balance into this group so you can send out Profiles

You can also copy a shareable code for either the Free, Introductory or Expert Profile from the group balance. You have unlimited access to the Free Starter Profile within a group setting. Simply copy and paste the shareable code into an email for multiple people. Please also see How do I use the Shareable Code to invite multiple users to a Group?

You can Add Members to groups, either by sending new Profiles to people or requesting permission to view an existing Profile. Here you can also add administrators to help monitor Profile completion. For more insight on Group Administrators, please see How do I add and remove Group Administrators?

In the Overview, you can monitor completions of the Profiles, send reminders and view the Profiles.

Finally, in the Multi Profile Options, you can select multi or all people and upgrade, unlock any withheld, grant access to the Career Guide and download Profiles.

To rename a group, select Groups on the left-hand menu and search for your group. Click on the Edit button above the group details panel and enter new details for your group. Click the Save button to confirm the changes.