Create my first session
Creating a session in the portal is straightforward as all of the session configuration has already been defined through the Hub.
For each session you will need to provide:
- A name
- An email address
- Press Create session
Create a session
- Enter the user's name and email address.
'Create a session > Enter user details
When you have created a session, you will be see a button on a sessions details page to copy the session link. This link will need to be sent to your user.
Session has started
This must be completed by the user. They will complete the end to end session, see below for example of the flow.
Most of our clients create an email template provided with context on what the session is and how to complete this. If you need a hand on this please Get in touch.
Create sessions in bulk
Alternatively to creating a single session, we give you the option to create sessions in bulk for numerous individuals. To do this you must click on the "create session in bulk" option.
You must upload a csv file with your candidates names and emails in separate columns. Once the csv file is uploaded we will automatically create all the session links for you.
View the session
If you would like to see progress on your session you can search by email, name or select the session you are interested in:
Session
Click the session you are interested in:
Session > Session details
You can then expand each of the checks to see the overall results. For example:
Session > Session details > Passport
See the next section to understand these results.