How to Enroll Individuals In EQindex

Enrolling individuals in the EQindex self-assessment is a straightforward process. Follow these steps to create a new cohort and enroll participants:

Navigate to the Training Admin: Start by selecting the training icon located in your navigation menu.
Select "Training Admin": In the bottom right-hand corner of the drawer that appears, click on "Training Admin."

Select "New Cohort": In the bottom right-hand corner of the Training Admin screen, find and click on the "New Cohort" button.

Select EQindex Self-Assessment: A pop-up window will appear, displaying various training options. Choose the EQindex self-assessment from the list.

Add Participants: Enter the email addresses or select from your existing contacts to add participants.
Name the Cohort: Give your cohort a unique and descriptive name.
Customize the Email Invitation (Optional): If desired, you can add custom copy to the email invitation that will be sent to participants.
Confirm Enrollment Date: Set the date when the participants will receive the self-assessment.
Agree to Terms and Pricing: Review and agree to the terms and pricing associated with the enrollment.

Once all the details are in place, click to confirm the enrollment. Your participants will receive an email invitation to complete the EQindex self-assessment on the specified date.

And that's it! You have successfully enrolled individuals in the EQindex self-assessment.