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Trainers and partners

How do I run an assessment for a client cohort?

Create a cohort, enrol participants by email or roster, then launch the assessment to that cohort.

  1. In your journey or program, create a cohort — for example Batch 1 — Mumbai.
  2. Enrol participants by pasting email addresses or importing a roster.
  3. Launch the assessment to that cohort. Where the assessment supports report variants — DISC Prism lenses, for instance — you choose which reports participants receive at launch, and the per-person cost is shown before you commit.
  4. Track completion in the cohort view and open reports as they arrive.

Enrolled people who have not yet activated an account are skipped at launch and reported back as a count, so you can invite them and relaunch without double-assigning anyone.

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