Overview Admins have the choice to share participant assessment results with the participant and any stakeholders already invited to the platform. Access may be set up…
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How to Perform Mass Actions – Results Access
Overview *This feature will be available on July 5th, 2021. Admins have the choice to share participant assessment results with the participant and any stakeholders already…
How to Perform Mass Actions – App Invitations
Overview You can invite participants to the app or remove their access to the app in mass by using the App mass action. You can enable…
How to Perform Mass Actions – Tagging
Overview You can add to or remove tags from participants in mass by using the Tags mass action. Instructions 1. In Users, click then the Participants…
How to Perform Mass Actions – Resend Invitations
Overview You can resend invitation emails to participants in mass by using the Resend Invitations mass action. Instructions 1. In Users, click then the Participants tab….
How to Use the Customize Module – Copying
Overview Use the Copy button in the customize module to make an exact duplicate of any custom assessment. A copied custom assessment is an entirely new…
How to Compare Participants in Analytics
Overview Compare participant results in the Analytics section of the platform. The reports that allow participant and group comparisons are: Readiness, 9-box, Skill Gaps, Climate, and…
How to Use the Filter in Analytics
Overview *Note: the filter functions the same in the participant tab in the Users module Navigate to the Analytics module on the platform (app.pinsight.com) Scroll down…
How to Switch Roles
Overview Users who have more than one role and can switch between them using the same login credentials. Simply log in and switch your active role…
How to Add Identification Numbers to Participant Accounts
Overview The platform allows admins to add an identification number to a participant account. Admins and stakeholders can use the ID to search for participants in…
How to Search by Tags
*Note: In March 2021 the filter was improved to allow for selections in combination, so the tag input box is now at the bottom-left of the…
How to Invite Users to the Platform
Overview Admins can add new users to the platform one-by-one or in bulk. Instructions – Invite One User 1. In Users, click the Add manually button….
How to Assign The Pinsight App to a Participant
Overview After the participant’s results are available, an admin can activate The Pinsight App in the participant’s profile. The participant will receive an invitation email to…
How to View and Download Follow-Up Assessments in Analytics
Overview After a participant’s follow-up assessment results are available, you can view and download them in analytics. How to View and Download Follow-Up Assessments in Analytics…
How to Invite a Participant to a Follow-Up Assessment
Overview Participants can be invited to additional assessments using the same account after their previous assessment’s report is available. Instructions Click Edit. Click the +New Assessment…
How to View and Manage Follow-Up Assessments in User Management
Overview The follow-up assessment feature allows admins to invite participants additional assessments using the same account. After the participant’s report for the first assessment has generated,…
Pinsight Technology Requirements
Please contact your network administrator to ensure the following technology requirements have been met. Topic Minimal Requirements “How To” Links Firewall Settings Ensure *.pinsight.com and *opentok.com…
How to Export Analytics Data in an Excel Spreadsheet
Log in to app.pinsight.com. Click on Analytics. Use the Filter to narrow down your search results, then click the Go button. You must use the filter…
How to Share a Participant’s Results At Invite
Overview Admins have the choice to share participant assessment results with the participant and any stakeholders already invited to the platform. Access may be set up…
How to Access Participant Reports as an Admin
Overview As an admin, you have access to all of the participant reports under your account. The report shows the participant’s assessment results and app improvement…
Manually Scheduling Assessments
Overview The manual schedule feature allows admins to pick a time for the participant’s assessment at invite, rather than having the participant schedule their own assessment…
Manually Rescheduling Assessments
Overview The manual reschedule feature allows admins to reschedule assessments for the participant, rather than have the participant reschedule their own assessments. This is the only…
How to Use the Customize Module – Adding Language Versions
Overview After you have completed and published the English language version of your customized assessment, you may create one or more language versions. Instructions – Adding…
How to Use the Customize Module – Adding the English Version
Overview Customize allows you to take an existing simulation (i.e., Manager Level – Ibisco, Every Leader – Digiteam, etc.) and change some of the output (i.e.,…
Custom Branding for Partners and Clients
Overview The Pinsight platform allows Pinsight admins to upload logos to partner and client accounts for custom platform branding. The Pinsight logo shows up in headers…
Assessor Scheduling
Scheduling Logic Automatic Scheduling Assessor scheduling is automatic by default and based on the following conditions: Example for assessments with two role-play exercises and a text-scoring…
How to Add/Edit a Narrative Report Summary
Overview Admins and assessors can add narrative summaries to participant results. The narrative section in the report serves as a space to record an anecdotal summary…
