Register your TraitLab Pro account
Registering a TraitLab Pro account is free and takes just a few minutes to get started.
Initial registration only requires your name, company name, and company website. After completing the registration form and agreeing to our terms and conditions, you'll receive a confirmation email to verify your account.
Note: You'll need to confirm your email address before you can access most TraitLab Pro features. Check your inbox for the confirmation email and click the verification link to activate your account.
Purchase credits
Before you can invite any members to your TraitLab Pro account, you'll need to purchase at least one credit. Each credit allows you to invite a new member to take assessments.
Navigate to the Credits tab on your dashboard to view the credits page and pricing structure. You can purchase a single credit or multiple credits at once. The price of credits decreases with the number of credits in your purchase, so purchasing many credits at once can dramatically reduce the overall cost.
Credits never expire, so you can purchase them whenever it's convenient and use them as needed.
Invite your first member
Once you've purchased at least one credit, you're ready to invite your first member. Navigate to the Invitations tab on your dashboard to build your invitation.
With invitations, you can create a customized assessment experience and include a personalized message to your new member. On the Invitations page, you can create a personalized invitation that includes:
Assessment type and results
Choose between two assessment options:
- Compact: Assesses all six areas with a shorter, streamlined assessment
-
Customized:
Allows you to mix-and-match specific areas
- Personality Traits
- Strengths
- Working Style
- Interpersonal Style
- Jungian Typology
- Enneagram Typology
Sharing options
Control who can view the assessment results:
- Share Results With Me: The member's results will be visible to both you and the member when all assessments are completed
- Do Not Share Results With Me: The member's results remain private and will only be visible to the member
Tags
Tags allow you to apply useful labels to members to help organize your account. For example, some organizations choose to tag members based on department, location, personal goals, or all of the above. A member's tags can always be updated later.
Add reminder email
Use this option to automatically send an email reminder to any invitee who hasn't accepted their invitation. Reminders are sent seven days after the initial invitation.
After selecting your options, click Send to deliver the invitation. Your invitee will receive an email notifying them of their TraitLab assessment, along with a link that lets them get started immediately.
Note: You can edit invitations after sending them, but only until the invitee accepts the invitation and begins their assessment.
You can check on the status of any sent invitations by visiting Invitations > Sent Invitations.
Reviewing results
After your invitee has completed their assessments, results are available immediately. You'll be able to review their results by selecting the member from your Dashboard.
Note: Member results are only viewable if sharing was enabled on the initial invitation.
Next steps
Ready to dive deeper into TraitLab Pro? Check out our documentation library for more detailed guides and advanced features.