Understanding Assessment Links
Assessment links are a powerful feature that allows you to control who can complete specific assessments. Instead of making an assessment generally available, links let you:
Target specific individuals or groups for assessment completion
Control access through active/inactive status
Track responses associated with specific links
Maintain better organization of assessment responses
Creating a New Assessment Link
Prerequisites
You must have admin or appropriate assessment management privileges
The assessment must already be created
You should have a list of people who need to complete the assessment
Step-by-Step Guide to Creating a Link
Navigate to Assessments
Click on the 3 dots at the end of the assessment row
Locate and click the "Generate Link" button
In the link creation form:
Select the consumers who should be assessed
The link will automatically be set to "active" status
Note: The link will be associated with your user account as the creator
Click "Create Link" to generate the new assessment link
Best Practices for Creating Links
Create separate links for different groups or cohorts
Use meaningful selections of users to help with tracking and organization
Consider creating multiple links if you need to track different groups' responses separately
Remember that links can be deactivated later if needed
Managing Existing Links
Viewing Links
Go to the assessment details page
Click on the "Links" tab
You'll see a list of all links created for this assessment, including:
Creation date
Current status (active/inactive)
Number of assigned users
Editing a Link
Find the link you want to modify in the links list
Click the 3 dots at the end of the row
Click on the "Edit Link" button
In the edit form, you can:
Modify the list of users who can access the assessment
Change the link's status between active and inactive
Click "Update Link" to save your changes
Important Notes About Editing
Changing a link to inactive will prevent any new responses
Existing responses remain intact even if a link is deactivated
You can reactivate a link at any time
Modifying user access only affects future responses
Managing Link Status
Active vs. Inactive Status
Active links allow assigned users to submit responses
Inactive links prevent new responses but preserve existing ones
Status can be toggled as needed
Use status changes to control assessment availability
When to Change Link Status
Deactivate when:
Assessment period has ended
You want to temporarily pause responses
The assessment needs updating
Reactivate when:
You're ready to accept new responses
A new assessment period begins
Updates to the assessment are complete
Best Practices and Tips
Organization
Use distinct links for different assessment periods
Keep track of which links are associated with specific initiatives
Monitoring
Regularly review active links
Deactivate unused or outdated links
Security
Only share links with intended participants
Deactivate links promptly when no longer needed
Regularly audit active links to ensure they're still necessary
Troubleshooting
If users can't access the assessment, verify:
The link is active
The user is in the assigned user list
The assessment itself is still active
The user has the correct permissions