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Answers for the LeaderFactor platform — search, or browse by product area.
Getting started 7 articles
- Sign in to LeaderFactor Get into the platform whichever way your organization uses — password, secure login link, or your company's identity provider. Updated Jul 14, 2026
- Use a secure login link Sign in without a password, and get a fresh link when yours has expired. Updated Jul 14, 2026
- Reset or set your password Regain access when you're locked out, and pick a password the platform will accept. Updated Jul 14, 2026
- Switch between organizations Land in the right account when you belong to more than one LeaderFactor organization. Updated Jul 14, 2026
- Find your way around the platform Know what Home, Training, Insights, and Manage contain — and why your navigation may show fewer items than a colleague's. Updated Jul 14, 2026
- Open a survey or rating from an email invitation Complete a survey or feedback request you were invited to by email, without needing a full platform account. Updated Jul 14, 2026
- Platform emails aren't arriving Allow-list the LeaderFactor sender and IP so invitations and login links arrive. Updated Jul 19, 2026
Account & settings 2 articles
- Manage your account settings Update your profile, language, appearance, and notifications, and see your licenses, certifications, and purchases — all in Settings. Updated Jul 19, 2026
- View release notes and product updates See what changed in the platform — short release notes inside the app, and the in-depth story here. Updated Jul 14, 2026
Courses & training 5 articles
- Start an on-demand course Find and launch a self-paced course you are licensed for. Updated Jul 14, 2026
- Join a live workshop See your scheduled live sessions and show up prepared. Updated Jul 14, 2026
- Track your progress and complete lessons Understand % complete, locked lessons, and what counts as done. Updated Jul 14, 2026
- Earn and download certificates Get your completion certificate after finishing a course or certification. Updated Aug 5, 2026
- Find guides, templates, and downloads Find downloadable guides and course resources. Updated Jul 19, 2026
Assessments 8 articles
- Take an assessment Complete a self-assessment from the catalog and unlock your results. Updated Jul 14, 2026
- Read your assessment results Interpret your radar chart, factor bands, and interpretive guide. Updated Jul 14, 2026
- Invite raters to your assessment Get 360-degree input on your self-assessment — the full report unlocks after 3 responses. Updated Jul 19, 2026
- Manage your raters Check rater status, send a reminder, or remove someone from your multi-rater list. Updated Jul 19, 2026
- What's the difference between assessments, surveys, and 360s? Tell the assessment products apart — and know when you're in a survey or 360 instead. Updated Jul 19, 2026
- Use assessments reporting See org-wide participation, coverage, and submission activity across every assessment. Updated Jul 14, 2026
- Understand benchmarks and gap analysis Read LF benchmark percentiles and the self-vs-external gap classes. Updated Jul 14, 2026
- Drill into dimensions and trends Use the dimension heatmap, item drill-in, and score trajectory with filters. Updated Jul 14, 2026
Surveys (PSindex®) 13 articles
- Create your first PSindex survey Go from zero to a named draft survey and understand the setup steps ahead. Updated Jul 14, 2026
- Prepare and upload your participant CSV Build a valid import file and upload participants to your PSindex survey. Updated Jul 14, 2026
- Set up attributes and hierarchies Segment survey results by team or region and build the org chart for downline reporting. Updated Jul 14, 2026
- Schedule your survey and customize invitations Set start and end dates, pick a reminder cadence, and customize and preview the invitation email. Updated Jul 14, 2026
- See who has completed your survey Track who has completed your survey, filter by attribute, and watch the survey run. Updated Jul 19, 2026
- Resend, reset, or remove a participant Fix a single survey participant — send a new link, wipe their responses, or remove them entirely. Updated Jul 14, 2026
- Send reminders Nudge everyone who has not finished your PSindex survey, on demand or on the automatic cadence. Updated Aug 5, 2026
- Extend or reopen a closed survey Push the close date on a live PSindex survey, or reopen a closed one for new participants only or everyone incomplete. Updated Jul 14, 2026
- Read the heatmap Interpret PSindex scores, zones, participation, deltas, and color sensitivity in the results heatmap. Updated Jul 14, 2026
- Segment, filter, and save views Slice the PSindex heatmap by any attribute, narrow it with filters, and save named views you can return to. Updated Jul 14, 2026
- Use hierarchy and downline views Drill into a manager's direct reports — or their whole downline — through the org chart in PSindex results. Updated Jul 14, 2026
- Compare surveys and export results Run a re-test, compare results with a previous PSindex survey, and export Excel, CSV, verbatims, and PDF reports. Updated Jul 14, 2026
- Read the qualitative responses Find, read, and export the open-ended answers on a PSindex survey. Updated Aug 10, 2026
Facilitation 4 articles
- Become a certified facilitator Follow the certification path — onboarding, the certification course, and a practice workshop — to deliver LeaderFactor content in-house. Updated Jul 14, 2026
- Create and run a workshop Set up a workshop cohort, enroll participants, and manage it through delivery. Updated Aug 5, 2026
- Present course materials Launch the official deck or your own version, run it in Present mode, and control it from your phone. Updated Jul 17, 2026
- Postpone or hold a workshop Keep a workshop cohort intact when the date slips, without losing progress or firing reminder emails. Updated Aug 5, 2026
Org administration 5 articles
- Add and manage users Invite users one at a time or by CSV, edit them, and keep your roster current. Updated Jul 14, 2026
- Understand roles and permissions Choose the right role for each user — and understand why purchased features also shape what people see. Updated Jul 14, 2026
- Manage license seats See what your organization has purchased, assign seats to people, and free them up. Updated Jul 14, 2026
- Create and manage training cohorts Group learners into cohorts, manage enrollments, send cohort emails, and export progress and reviews. Updated Aug 5, 2026
- Give an analyst limited survey access Let someone see only the survey segments they're assigned, without full admin rights. Updated Jul 14, 2026
Latest product updates
All updates- Jul 30, 2026 The Coaching & Accountability Matrix™ course, updated An updated course with Coachindex™ as pre-work, Behavior Change Center commitments, a new certification, and continued access to the legacy course for existing organizations.
- Jul 29, 2026 Refreshed slide decks across skill offerings Every skill deck gets a visual redesign, refined framework portrayals, and updated terminology and screenshots for the Behavior Change Center.
- Jul 22, 2026 Action planning becomes Behavior Change One hub where learners commit to specific behaviors, practice them in 30-day cycles, and track follow-through week by week.