All help topics
Trainers and partners
How do I run an assessment for a client cohort?
Create a cohort, enrol participants by email or roster, then launch the assessment to that cohort.
- In your journey or program, create a cohort — for example Batch 1 — Mumbai.
- Enrol participants by pasting email addresses or importing a roster.
- Launch the assessment to that cohort. Where the assessment supports report variants — DISC Prism lenses, for instance — you choose which reports participants receive at launch, and the per-person cost is shown before you commit.
- Track completion in the cohort view and open reports as they arrive.
Enrolled people who have not yet activated an account are skipped at launch and reported back as a count, so you can invite them and relaunch without double-assigning anyone.
More in “Trainers and partners”
Did this not answer your question? Email our team