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Admin Support

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All Admin Articles

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Assessor Scheduling

May 27, 2020 by

(Applicable users: admins) Scheduling Logic Automatic Scheduling Assessor scheduling is automatic by default and based on the following conditions: Example for assessments with two role-play exercises…

Custom Branding for Partners and Clients

May 27, 2020 by

(Applicable users: admins) Overview The Pinsight platform allows Pinsight admins to upload logos to partner and client accounts for custom platform branding. The Pinsight logo shows…

How to Use the Filter in Analytics

February 16, 2021 by

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…

Pinsight Technology Requirements

August 31, 2020 by

(Applicable users: admins, participants, assessors) Please contact your network administrator to ensure the following technology requirements have been met. Topic Minimal Requirements “How To” Links Firewall…

How to Invite a Participant to a Follow-Up Assessment

September 3, 2020 by

(Applicable users: admins) Overview The follow-up assessment feature allows a participant to go through more than one assessments of any level using the same account. After…

How to Compare Participants in Analytics

February 16, 2021 by

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 View and Manage Follow-Up Assessments in User Management

September 3, 2020 by

(Applicable users: admins) 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…

How to View and Download Follow-Up Assessments in Analytics

September 3, 2020 by

(Applicable users: admins) Overview The follow-up assessment feature allows a participant to go through more than one assessment of any level using the same account. After…

How to Download Group Views in Analytics

December 23, 2021 by

Overview This feature enables users to download any online analytics tab as a PDF, including group comparisons and app improvement. Instructions Go to Analytics, narrow down…

How to Assign The Pinsight App to a Participant

September 14, 2020 by

(Applicable users: admins) After the participant’s assessment report is available, activate The Pinsight App in the participant’s profile. The participant will receive an automatic invitation email….

How to Access Participant Reports as an Admin

July 7, 2020 by

(Applicable users: admins) Overview As an admin account holder, you have access to all of your participant analytics reports under your account. The participant reports you…

How to Invite Users to the Platform

September 18, 2020 by

(Applicable users: admins) Overview There are two ways to add new users to the platform: Add manually Invite user(s) The table below explains the differences between…

How to Add/Edit a Narrative Report Summary

May 27, 2020 by

(Applicable users: admins, assessors) Overview The narrative report in analytics allows admins and assessors to write and upload narrative summaries to participant analytics, both online and…

How to Use the Customize Module – Adding the English Version

May 28, 2020 by

(Applicable users: admins) Getting started with the Customize Module The customize module allows admins to create and publish custom assessments based on existing simulations (i.e, Manager…

How to Use the Customize Module – Adding Language Versions

May 28, 2020 by

(Applicable users: admins) Getting started with the Customize Module The customize module allows admins to create and publish custom assessments based on existing simulations (i.e, Manager…

Manually Rescheduling Assessments

May 28, 2020 by

(Applicable users: admins) Overview The manual schedule and manual reschedule features on the platform allows admins to schedule or reschedule assessments for the participant, rather than…

Manually Scheduling Assessments

May 28, 2020 by

(Applicable users: admins) Overview The manual schedule and manual reschedule features on the platform allows admins to schedule or reschedule assessments for the participant, rather than…

How to Use the Customize Module – Copying

April 8, 2021 by

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 Perform Mass Actions – Tagging

May 25, 2021 by

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

May 25, 2021 by

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 Perform Mass Actions – App Invitations

May 27, 2021 by

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 Add Identification Numbers to Participant Accounts

October 2, 2020 by

(applicable user(s): admins) This upcoming feature will be live on the platform on October 5th! Overview The Pinsight platform allows admins to add an identification number…

How to Share a Participant’s Results At Invite

July 10, 2020 by

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 Export Analytics Data in an Excel Spreadsheet

August 18, 2020 by

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 Search by Tags

October 2, 2020 by

*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 Perform Mass Actions – Results Access

June 29, 2021 by

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 Share Results from the Participant’s Profile

June 29, 2021 by

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 Switch Roles

December 30, 2020 by

(Applicable users: admins, assessors, stakeholders, and participants with multiple roles) Overview Pinsight platform users may have more than one user role and can switch between them…

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