How can we help?

Getting started

• 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

• 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

• 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 Jul 14, 2026
• Find guides, templates, and downloads Find downloadable guides and course resources. Updated Jul 19, 2026

Assessments

• 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®)

• 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 Jul 14, 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

360 Evaluations

• Create a 360 batch Start an EQindex® 360 and understand the batch, targets, and raters model. Updated Jul 14, 2026
• Add leaders to a batch Import the people being evaluated via CSV or add them individually. Updated Jul 14, 2026
• Add raters for each leader Attach raters with the right relationship and send invitations. Updated Jul 19, 2026
• View and export 360 results Read a leader's results and export the per-leader PDF report. Updated Jul 14, 2026

Facilitation

• 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 Jul 14, 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

Org administration

• 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 Jul 14, 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

• 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.
• Jul 17, 2026 Custom slide decks and phone control for presenters Create your own versions of official decks, edit slides and speaker notes, and control live presentations from your phone.