Add a Member to Your Account and Send an Assessment

You must add members to your account to send assessments. 

You have two options for adding and inviting members:

  1. Add a member and send just an SDI 2.0 invitation (not through a Class), see below.
  2. Add a member by inviting them to a Core Strengths Results Through Relationships Class, see Add or Reschedule a Learner to a Class.

Members can be added individually or as a bulk upload; you can find instructions below.

Add a Member then Send an Assessment

Follow these steps to invite participants to your account:

  1. Log in to the platform:

  2. Click your avatar/initials in the upper right corner.

  3. Click Switch to select the account you want to invite the participant into.

  4. Go to the Assess tab in the top-level navigation.

  5. Click ADD MEMBER.

  6. Enter date and the email address(es) in the spaces provided.

  7. Click Send Invite.

  8. They will receive an email asking them to opt-in to the account.

Add a Batch of Members and Send Assessments

Follow these steps to create a CSV upload file to add multiple members to your account:

  1. Log in to
  2. Click Account in the top-level navigation.
  3. Click Add Member +.
  4. Click Batch CSV Template to download the template.
    A CSV template downloads. 
  5. In the CSV template, fill in the following columns with the required information: 
    1. First name
    2. Last name
    3. E-mail address
    4. Job title
      If you don’t want to enter a job title, include a hyphen ( - ) in this column.

  6. Save the file in a place where you'll remember.

  7. Click Batch Upload Members.

  8. From your files, navigate to the CSV file, and then click Choose.  

  9. Select the Members and click "Invite".