Invitations are how you send personality assessments to team members in TraitLab Pro. Each invitation uses one credit and allows you to create a fully customized assessment experience with personalized messaging and specific result types.
Creating Invitations
Navigate to the Invitations tab on your dashboard to build new invitations. Each invitation can be customized with several options to match your specific needs and organizational goals.
Assessment Types and Results
Choose which personality frameworks your team member will complete:
Compact Option: Assesses all six areas (Personality Traits, Strengths, Working Style, Interpersonal Style, Jungian Typology, and Enneagram Typology) with a shorter, streamlined assessment experience.
Customized Option: Select specific assessment areas to create a tailored experience:
- Personality Traits: Big Five personality dimensions
- Strengths: 24 strength dimensions across interpersonal, intrapersonal, and intellectual categories
- Working Style: Six broad working styles and combined style profiles
- Interpersonal Style: Assertiveness and warmth dimensions with visualization
- Jungian Typology: Similarity scores across all 16 personality types
- Enneagram Typology: Similarity scores across all nine Enneagram types
Sharing Options
Control who can view the completed assessment results:
Share Results With Me: The member's results will be visible to both you and the member when all assessments are completed, allowing you to review their profile and use insights for team development.
Do Not Share Results With Me: The member's results remain private and will only be visible to the member, ideal for personal development or confidential assessments.
Tags
Apply organizational labels to help categorize and manage team members. Tags can be based on department, location, role, goals, or any other categories useful for your organization. Tags appear next to member names on your dashboard and are included in data exports for analysis.
Learn more about Tags in TraitLab ProReminder Emails
Enable automatic follow-up emails for invitees who haven't accepted their invitation. Reminder emails are sent seven days after the initial invitation to help ensure completion.
Personalized Messages
Include a custom message with your invitation to provide context, explain the purpose of the assessment, or share how the results will be used.
Managing Invitations
After creating and sending invitations, you can track and manage them through the invitation system:
Editing Invitations: You can modify invitations after sending them, but only until the invitee accepts the invitation and begins their assessment.
Tracking Status: Visit Invitations > Sent Invitations to check the status of all sent invitations and see which team members have accepted, completed, or are still pending.
Canceling Invitations: A sent invitation can be canceled if it has not yet been accepted. Canceling an invitation will invalidate the link sent to the invitee and refund a credit to your account. Cancel an invitation by visiting Invitations > Sent Invitations, selecting the invitation, then clicking the Cancel Invitation button.
Credit Usage: Each sent invitation immediately uses one credit from your account balance, regardless of whether the invitee completes the assessment.
Invitation Process
- Send Invitation: Your team member receives an email with assessment details and a secure link to begin
- Member Completes Assessment: The invitee follows the link and completes their selected assessments
- Results Available: Results are immediately available once assessments are finished, accessible through your Dashboard (if sharing was enabled)
Invitations provide a flexible, professional way to deploy personality assessments across your organization while maintaining control over the assessment experience and data sharing preferences.