# LeaderFactor Help Center > The knowledge base for the LeaderFactor platform — how-to articles and answers covering assessments (PSindex®, EQindex®), courses and training administration, platform settings, and account management. The company site is at https://www.leaderfactor.com. ## Start here - [All articles](https://help.leaderfactor.com/): the article index, grouped by product area. - [Product updates](https://help.leaderfactor.com/updates): dated, in-depth notes on each platform release. - [llms-full.txt](https://help.leaderfactor.com/llms-full.txt): full text of every article and update, for ingestion. ## Getting started - [Sign in to LeaderFactor](https://help.leaderfactor.com/articles/sign-in-to-leaderfactor): Get into the platform whichever way your organization uses — password, secure login link, or your company's identity provider. - [Use a secure login link](https://help.leaderfactor.com/articles/use-a-secure-login-link): Sign in without a password, and get a fresh link when yours has expired. - [Reset or set your password](https://help.leaderfactor.com/articles/reset-or-set-your-password): Regain access when you're locked out, and pick a password the platform will accept. - [Switch between organizations](https://help.leaderfactor.com/articles/switch-between-organizations): Land in the right account when you belong to more than one LeaderFactor organization. - [Find your way around the platform](https://help.leaderfactor.com/articles/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. - [Open a survey or rating from an email invitation](https://help.leaderfactor.com/articles/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. - [Platform emails aren't arriving](https://help.leaderfactor.com/articles/platform-emails-not-arriving): Allow-list the LeaderFactor sender and IP so invitations and login links arrive. ## Account & settings - [Manage your account settings](https://help.leaderfactor.com/articles/manage-your-account-settings): Update your profile, language, appearance, and notifications, and see your licenses, certifications, and purchases — all in Settings. - [View release notes and product updates](https://help.leaderfactor.com/articles/view-release-notes-and-product-updates): See what changed in the platform — short release notes inside the app, and the in-depth story here. ## Courses & training - [Start an on-demand course](https://help.leaderfactor.com/articles/start-an-on-demand-course): Find and launch a self-paced course you are licensed for. - [Join a live workshop](https://help.leaderfactor.com/articles/join-a-live-workshop): See your scheduled live sessions and show up prepared. - [Track your progress and complete lessons](https://help.leaderfactor.com/articles/track-your-progress-and-complete-lessons): Understand % complete, locked lessons, and what counts as done. - [Earn and download certificates](https://help.leaderfactor.com/articles/earn-and-download-certificates): Get your completion certificate after finishing a course or certification. - [Find guides, templates, and downloads](https://help.leaderfactor.com/articles/find-guides-templates-and-downloads): Find downloadable guides and course resources. ## Assessments - [Take an assessment](https://help.leaderfactor.com/articles/take-an-assessment): Complete a self-assessment from the catalog and unlock your results. - [Read your assessment results](https://help.leaderfactor.com/articles/read-your-assessment-results): Interpret your radar chart, factor bands, and interpretive guide. - [Invite raters to your assessment](https://help.leaderfactor.com/articles/invite-raters-to-your-assessment): Get 360-degree input on your self-assessment — the full report unlocks after 3 responses. - [Manage your raters](https://help.leaderfactor.com/articles/manage-your-raters): Check rater status, send a reminder, or remove someone from your multi-rater list. - [What's the difference between assessments, surveys, and 360s?](https://help.leaderfactor.com/articles/difference-between-assessments-surveys-and-360s): Tell the assessment products apart — and know when you're in a survey or 360 instead. - [Use assessments reporting](https://help.leaderfactor.com/articles/use-assessments-reporting): See org-wide participation, coverage, and submission activity across every assessment. - [Understand benchmarks and gap analysis](https://help.leaderfactor.com/articles/understand-benchmarks-and-gap-analysis): Read LF benchmark percentiles and the self-vs-external gap classes. - [Drill into dimensions and trends](https://help.leaderfactor.com/articles/drill-into-dimensions-and-trends): Use the dimension heatmap, item drill-in, and score trajectory with filters. ## Surveys (PSindex®) - [Create your first PSindex survey](https://help.leaderfactor.com/articles/create-your-first-psindex-survey): Go from zero to a named draft survey and understand the setup steps ahead. - [Prepare and upload your participant CSV](https://help.leaderfactor.com/articles/prepare-and-upload-your-participant-csv): Build a valid import file and upload participants to your PSindex survey. - [Set up attributes and hierarchies](https://help.leaderfactor.com/articles/set-up-attributes-and-hierarchies): Segment survey results by team or region and build the org chart for downline reporting. - [Schedule your survey and customize invitations](https://help.leaderfactor.com/articles/schedule-your-survey-and-customize-invitations): Set start and end dates, pick a reminder cadence, and customize and preview the invitation email. - [See who has completed your survey](https://help.leaderfactor.com/articles/see-who-has-completed-your-survey): Track who has completed your survey, filter by attribute, and watch the survey run. - [Resend, reset, or remove a participant](https://help.leaderfactor.com/articles/resend-reset-or-remove-a-participant): Fix a single survey participant — send a new link, wipe their responses, or remove them entirely. - [Send reminders](https://help.leaderfactor.com/articles/send-reminders): Nudge everyone who has not finished your PSindex survey, on demand or on the automatic cadence. - [Extend or reopen a closed survey](https://help.leaderfactor.com/articles/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. - [Read the heatmap](https://help.leaderfactor.com/articles/read-the-heatmap): Interpret PSindex scores, zones, participation, deltas, and color sensitivity in the results heatmap. - [Segment, filter, and save views](https://help.leaderfactor.com/articles/segment-filter-and-save-views): Slice the PSindex heatmap by any attribute, narrow it with filters, and save named views you can return to. - [Use hierarchy and downline views](https://help.leaderfactor.com/articles/use-hierarchy-and-downline-views): Drill into a manager's direct reports — or their whole downline — through the org chart in PSindex results. - [Compare surveys and export results](https://help.leaderfactor.com/articles/compare-surveys-and-export-results): Run a re-test, compare results with a previous PSindex survey, and export Excel, CSV, verbatims, and PDF reports. ## 360 Evaluations - [Create a 360 batch](https://help.leaderfactor.com/articles/create-a-360-batch): Start an EQindex® 360 and understand the batch, targets, and raters model. - [Add leaders to a batch](https://help.leaderfactor.com/articles/add-leaders-to-a-batch): Import the people being evaluated via CSV or add them individually. - [Add raters for each leader](https://help.leaderfactor.com/articles/add-raters-for-each-leader): Attach raters with the right relationship and send invitations. - [View and export 360 results](https://help.leaderfactor.com/articles/view-and-export-360-results): Read a leader's results and export the per-leader PDF report. ## Facilitation - [Become a certified facilitator](https://help.leaderfactor.com/articles/become-a-certified-facilitator): Follow the certification path — onboarding, the certification course, and a practice workshop — to deliver LeaderFactor content in-house. - [Create and run a workshop](https://help.leaderfactor.com/articles/create-and-run-a-workshop): Set up a workshop cohort, enroll participants, and manage it through delivery. - [Present course materials](https://help.leaderfactor.com/articles/present-course-materials): Launch the official deck or your own version, run it in Present mode, and control it from your phone. ## Org administration - [Add and manage users](https://help.leaderfactor.com/articles/add-and-manage-users): Invite users one at a time or by CSV, edit them, and keep your roster current. - [Understand roles and permissions](https://help.leaderfactor.com/articles/understand-roles-and-permissions): Choose the right role for each user — and understand why purchased features also shape what people see. - [Manage license seats](https://help.leaderfactor.com/articles/manage-license-seats): See what your organization has purchased, assign seats to people, and free them up. - [Create and manage training cohorts](https://help.leaderfactor.com/articles/create-and-manage-training-cohorts): Group learners into cohorts, manage enrollments, send cohort emails, and export progress and reviews. - [Give an analyst limited survey access](https://help.leaderfactor.com/articles/give-an-analyst-limited-survey-access): Let someone see only the survey segments they're assigned, without full admin rights. ## Product updates (most recent) - [Action planning becomes Behavior Change](https://help.leaderfactor.com/updates/behavioral-change-center) (2026-07-22): One hub where learners commit to specific behaviors, practice them in 30-day cycles, and track follow-through week by week. - [Custom slide decks and phone control for presenters](https://help.leaderfactor.com/updates/custom-slide-decks-and-phone-control) (2026-07-17): Create your own versions of official decks, edit slides and speaker notes, and control live presentations from your phone.