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How do I add members to a team that is already using the TKI® Team Report?

To generate a TKI® Team Report, you’ll need one report license for each team member available in your inventory. Adding team members to an existing team will change the information in the reports, so you’ll need inventory for the new team members, plus all existing members of the team. 

For example, let’s say you’ve previously generated a TKI Team Report for a team of four. To add a new member to the team and generate new reports, you’ll need five licenses available. 

 

To purchase additional licences for an existing team:

  1. Choose the Projects + Reports tab on your Elevate® account. 
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  2. Find the relevant project in the list and click the project name. 
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  3. Choose the View Summary tab for your project. 
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  4. Scroll down to the Check My Inventory table. 
  5. Under “Quantity,” type the total number of team members in the new team, then click or tap the Add to cart button. 

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  6. Go to Your Cart and complete the checkout process to add reports to your inventory. 

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To invite respondents to a project containing the TKI Team report, follow the appropriate steps for your project type.

Learn more about adding respondents to a project.

 

Once the new team members have been added to the project and have completed the TKI assessment, you’ll need to add them to your TKI team.  

 

To do this, follow these steps: 

 

  1. Choose the Projects + Reports tab on your Elevate® account.

    Step 1.png

  2. Find the relevant project in the list and click the project name. 

    Step 2.png

  3. Choose the Manage Teams tab. 

    Step 3.png

If you have not yet downloaded the TKI Team Report for your team: 

  1. Under Your teams, choose the Edit link for the relevant team. A new window will open.
  2. In the left-hand column, choose Add to team for each new team member. 

    Step 2.png

  3. Click or tap the Save Changes button. The window will close. 

    Step 3.png

  4. Under Your teams, select the team and then click or tap Download Reports.
    You’ll see a note confirming the number of licenses used from your inventory.  

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If you have previously downloaded the TKI Team Report for your team: 

  1. Under Your teams, choose the Copy link for the relevant team.  

    Step 1.png


  2. Choose Yes, copy team. 

    Step 2.png

  3. Choose the Edit link for your new team. A new window will open. 

    Step 3.png


  4. In the left-hand column, choose Add to team for each new team member. You can also update the team name if you’d like to. 

    Step 4.png

  5. Click or tap the Save Changes button. The window will close. 

    Step 5.png

  6. Under Your teams, select the team and then click or tap Download Reports. 
    You’ll see a note confirming the number of licenses used from your inventory.  Step 8.png

 

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