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Stakeholder Support

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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 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…

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…

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 Access Participant Results as a Stakeholder

May 27, 2020 by

Overview As a stakeholder, you have access to participant reports that have been shared with you by an admin. The report shows the participant’s assessment results…

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…

Multi-Factor Authentication (MFA) Login access

October 19, 2022 by

Protecting personal information is important to us. Administrators, Assessors and Stakeholders need to verify their identity through multi-factor authentication (MFA). MFA strengthens access security by requiring…

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