How to Set Up Access to the Thinker Portal and HBDI® Digital

This Article is Written In Preparation for the Launch of HBDI® Digital and Thinker Portal July 1, 2019

As a Practitioner, you can create an Invitation in Axon to invite Thinkers to complete the HBDI® Survey Form.  If you have access to the new Thinker Portal and the HBDI® Digital, you'll have a new step in the Invitation creation to determine how you would like your Thinkers to gain access to their results.

If you'd like more information about WHY you and your Thinkers will want to use the Thinker Portal and HBDI® Digital, check out this article:

https://herrmann.zendesk.com/hc/en-us/articles/360024292934

Let's get started:

1. Create an Invitation for the HBDI®
   a. Login to Axon
   b. Click "Create"
   c. Select "Invitation"
   
   
2. Fill in the Invitation Form
   a. Give the Invitation a "Name"
   b. Enter emails for the Thinkers (if you're going to send the invite through Axon)
   c. Enter the number of seats you need
   d. Select the HBDI® as the Diagnostic
   e. Select the Data Role
   
   
3. Here's the "new" step: 
   Choose a type of code Thinkers will use to unlock their results.
   a. Thinkers can "unlock" their results by using a Custom Code you provide, or by using their Preference Code
    Here's a screen shot of the new form:

4.  Once you've added the "Code Setup" you can "Create Invitation" and continue with your normal setup process.

When your Thinkers have completed the HBDI® Survey, they will see a link at the end of the survey and that same link is provided in an email.  They will be able to access the Thinker Portal.  

Thinkers will be taken to the Thinker Portal, and it will be "locked" like this:

When a Thinker clicks on "Unlock Your Results" they be presented with a page where they can enter the Custom Code you prepared in your Invitation creation, or they can enter their HBDI Preference Code you provide to them.

Now you have given them access to their results, the HBDI® Digital, and access to the HBDI® Mobile App.

Note:  Anyone using a mobile device or laptop can enter the URL: https://journey.herrmannsolutions.net/thinker  

 and enter the Thinker portal with the account information they created when they were invited to complete the HBDI® assessment.

Other Resources you may be interested in:

Frequently Asked Questions about the Thinker Portal and HBDI® Digital
https://herrmann.zendesk.com/hc/en-us/articles/360021591253

Presenter's Guide to Using the HBDI Digital
https://herrmann.zendesk.com/hc/en-us/articles/360021594993