How-to guides
These pages are step-by-step: where to click, prerequisites, and what usually goes wrong.
Rule: If on-screen labels change in a release, treat this section as stale until updated.
Quick map
| I need to… | Start here |
|---|---|
| Sign in / reset password | Sign in & session · Concept — account basics |
| Invite a colleague to my company / tweak their access | Team invites & permissions |
| Understand home screens by role | Dashboard by role |
| Work the assessments list, export, duplicate | Assessments list — export & deploy |
| Build a new assessment (AI wizard) | Create assessment — AI wizard |
| Upload questions via CSV (admin) | Upload assessment (CSV) |
| Start from a job description (JD flow) | Create assessment from job description |
| Run the assessment-requests queue (operators) | Assessment requests queue |
| Preview an assessment while signed in | Preview an assessment |
| Share a stakeholder link (no login) | Create public preview link · Open public preview link |
| Work on Assessment templates | Templates — create, edit, deploy |
| Browse candidate records | Candidates list & profile |
| Browse skills, roles, job families | Skills taxonomy explorer |
| Pull bank items into an assessment | Question Bank — use in an assessment |
| Operate the Question Bank (full) | Question Bank — operator guide |
| MCA / cross-company company list | Companies — portfolio workflows |
| Onboard a brand-new enterprise client (platform) | Enterprise client invite (platform) |
| Wire MCA users to companies | Portfolio access (platform) |
| Manage sign-up email domains (platform) | Registration domains allowlist |
| Configure email providers (platform) | Email providers tab |
| Take an assessment from an invite link | Participant — assessment invite |
| Accept a team invite | Participant — team invite |
| Accept an enterprise invite | Participant — enterprise invite |
| Use Skill Profile as talent | Participant — Skill Profile |
| Enter via partner assessment URL | Participant — partner assessment |
| Decode common error copy | Troubleshooting — common messages |
Related
- Capabilities matrix — who can open which menu.
- Navigation map (sidebar) — names of sidebar entries.