This access level is for the occasional user of assessments and surveys, with a 'standard' or non-branded look. This is ideal for organizations with a limited custom ordering or authoring needs.
This access level is suited for a brand conscious user that wants to provide candidates with a consistent, seamless testing experience. It features a client-branded Private Label platform that allows you to upload a company logo, customize colors and fonts. You receive all of the features of Basic access with additional functionality listed below. There also may be a need for proprietary assessment or custom candidate messaging options as a part of this set-up.
This access level is for a full-featured user that requires robust functionality and a client-branded Private Label platform for candidate testing. A client receives all of the features of Standard access, with add-ons below. Its ideal for consulting firm's managing sub-client information and corporate organizations with advanced testing and authoring needs.
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Basic |
Standard |
Professional |
Default branding
Assumes all default colors, logos, fonts, and messaging. |
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Access to the Public Catalog
The public catalog includes all tests authorized for public distribution (excludes customer proprietary assessments). |
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Single Administrator account
An administrator or user has access to his or her own account. Account data cannot be shared and additional accounts cannot be created. |
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Standard Administration features
Standard access to the administration features of the system are available to all administrators (order, assign, research publisher manuals, view sample reports). |
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Secure login
Login is created by the administrator's registration, and is unique with a password for authentication. |
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Administrator tabs
By default, users will see the Home and Catalog pages. |
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Purchasing (credit card and PO)
All users can be setup to purchase using credit cards and purchase orders. For purchase ordering, an account must have filled out an approved credit application. |
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Assessment expiration
After a system defined parameter of days, a test that has been assigned but not activate, will expire. A standard administrator assumes 30 days. |
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Individual Score Reports
A registered administrator has access to all scored reports and .pdf tester results. |
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Additional Individual Tester Reports
Additional reports can be accessed (if applicable to an assessment) by every registered administrator. They can be purchased in advance, or after an assessment has been delivered to a candidate. |
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Standard email and system messaging
The system has email templates for such actions as candidate creation, administrator approval, test assignment and test completion. This option allows only static correspondence (not capable of change). Administrators will also receive system messages at login. |
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Client-branded Private Label
Allows client to upload a company logo, change colors and fonts through a cascading style sheet (CSS). |
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Proprietary or custom test
A proprietary test can be added to a client's catalog. (Set-up and usage fees not included) |
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Email template management
With client licensing, the client can access templates and add its own custom messaging to those action steps. |
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Custom Demographic creation
Users can create custom demographics for his or her own assessment administration. This is available at an additional cost in the Standard Subscription. |
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Custom Reporting
Client generated report criteria, accessible only to that client will require special role access. This is available at an additional cost in the Standard Subscription. |
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Customer Specific catalog
A custom catalog can be created. This could include a narrowed version of the public catalog. This is available at an additional cost in the Standard and Professional Subscriptions. |
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Uploading of candidates
A feature is offered to upload candidates from an excel (csv) file. This will allow mass upload of candidates into the system, without the manual effort of data input. |
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System messages to users and candidates
With a Standard Subscription, messages can be sent to all users or all candidates through the login interface. |
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Reporting module
'Out of box' reports are available via the reporting module. This includes item level and demographic exports, orders reports, tester activity, and item frequency, to name a few. |
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Group Management
The ability to create, edit, and upload groups into the system. Groups can be used throughout the system to further filter for reporting and on-screen results. |
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Custom URL creation
Users can create custom URL(s) to be accessed by candidates vs. assigning each candidate individually. This is available at an additional cost in the Standard Subscription. |
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Periodic billing
Periodic billing can be setup with a Professional Subscription. This is available at an additional cost in the Standard Subscription. |
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Multiple Administrators
Adding another administrator with separate logins. Unlimited users are permitted with a Professional Subscription. |
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Authoring Tool
The authoring platform allows users to create test or survey questions. Reporting can be created for a custom assessment, or a generic report can be integrated to the assessment. This is available at an additional cost in the Standard Subscription. |
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Sharing inventory
Clients can share or pool inventory, as well as order in 'bulk' to get quantity discounts across several users. (Must have multiple administrators for this feature) |
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Hierarchical access to sub-client data
Client can add multiple sub-clients, each with their own branding. Clients can setup 'tree' data structures where superiors or resellers can oversee data. |
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Integration to a 3rd party system
Integrations (ATS, ERP, custom system) are all custom builds and are only available to Premium Subscriptions. |
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