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How-to guides

These guides are step-by-step: where to click, what you need before you start, and what to do when something goes wrong. They assume you are already signed in unless noted otherwise.

New here? Start with Sign in & first session, then return to the guide for your role below.

Rule: If on-screen labels change after a release, treat these guides as stale until updated.

Start from your role​

Not sure which guides to read? Find your role and follow the suggested path.

Company administrator​

You own a company tenant on Skilladder — you create assessments, invite candidates, manage your team, and review results.

  1. Understand your dashboard — what the home screen shows for your role
  2. Invite your team members — add colleagues and set their permissions
  3. Create an assessment — use the AI wizard to build your first assessment
  4. Add questions from the question bank — enrich the assessment with curated questions
  5. Preview the assessment — check it before it goes live
  6. Send a candidate their invite link — after candidates complete it, review their results at Review assessment results

Company staff member​

You have limited access determined by your administrator. Check your specific permissions in Team invites & permissions — your admin controls what you can see and do.

Platform or Directory administrator​

You operate the platform — managing content, onboarding enterprise clients, and maintaining shared resources.

Platform admins (internal Skilladder operations):

  1. Onboard a new enterprise client
  2. Assign MCA users to companies
  3. Manage registration domain allowlist
  4. Configure email providers
  5. Question bank: full operator guide
  6. Deploy assessments to Match platform

Directory admins (content stewardship):

  1. Question bank: full operator guide
  2. Templates: create, edit, deploy
  3. Create assessment — AI wizard
  4. Upload assessment (CSV)
  5. Assessment requests queue

Multi-company administrator (MCA)​

You oversee a portfolio of companies and deploy shared content across them.

  1. Understand your dashboard
  2. Companies — portfolio workflows — navigate your portfolio
  3. Templates — deploy across companies
  4. Assessments list — duplicate to portfolio companies
  5. Candidates directory — if your assignments include candidate visibility

Candidate / Talent​

You were invited to take an assessment. These are the guides written for you.

  1. Accept an assessment invite — what to do with the link in your email
  2. View your Skill Profile — see your evidence and outcomes after completing assessments

Partner participant​

You're accessing an assessment through a partner platform (not directly through Skilladder).

  1. Partner assessment entry — what to expect from the partner-hosted flow

All guides at a glance​

I need to…Guide
Sign in or reset my passwordSign in & first session
Update my profileAccount Settings — profile
Understand what my home screen showsDashboard by role
Create an assessment with the AI wizardCreate assessment — AI wizard
Create an assessment from a job descriptionCreate assessment from job description
Bulk import an assessment via CSVUpload assessment (CSV)
Triage the assessment requests queueAssessment requests queue
Add question bank items to an assessmentQuestion bank — use in an assessment
Manage the question bank catalogueQuestion bank — operator guide
Review psychometric quality metricsQuestion bank — Item Analysis
Preview an assessment while signed inPreview an assessment
Share a preview link (no login needed)Create public preview link
Open a preview link as a stakeholderOpen a public preview link
Search, filter, and export the assessments listAssessments list — search, export, duplicate
See a candidate's scores and responsesReview assessment results
Deploy an assessment to Match platformDeploy assessment to Match
Work with assessment templatesTemplates — create, edit, deploy
Invite a teammate and set their permissionsTeam invites & permissions
Browse and drill into candidate profilesCandidates directory & profiles
Explore skills, job families, rolesSkills taxonomy explorer
Browse portfolio companies (MCA)Companies — portfolio workflows
Add a new enterprise client tenantEnterprise client invite (Platform)
Assign MCA users to companiesPortfolio access (Platform)
Manage allowed sign-up domainsRegistration domains allowlist
Configure outbound email providersEmail providers tab (Platform)
Help a candidate with their invite linkParticipant — assessment invite
Help a new teammate accept a team inviteParticipant — team invite
Help an enterprise contact accept their inviteParticipant — enterprise invite
Help a talent user find their Skill ProfileParticipant — Skill Profile
Help someone access a partner assessmentParticipant — partner assessment
Decode an error message a user reportedTroubleshooting — common messages