Once you have created an invitation (How to Invite Thinkers to Complete an Assessment) the next screen to open is the edit screen; however, it is also possible to enter the edit screen for an invitation by clicking the edit button to the right of the invitation name on the main list of invitations. You access the list of invitations by clicking on the Search for Invitations.
Once you either Search for or see the invitation you need to edit, you simply choose the invitation by clicking view or edit.
Options available to expand and edit by clicking on the plus signs include:
- Assign seats or add new seats
- Invite thinkers to complete an assessment via a unique URL
- Edit the messaging and reminder information
- Transfer the invitation to another certified practitioner
- Update the memo text
- Change when products are made available to Thinkers