How to change your settings

The account settings page lets you

• set a low token alert and
• change your email settings.

Both procedures are described below.

To set a low token alert

1. Click Account Settings on the right side of the home page.
2. Click the checkbox for the Low Token Balance Alert.
3. Enter a number where indicated. When the number of tokens in your account falls below this number, token balances on the Home page will appear in red.
4. If you want to receive an email when your token balance falls below the set limit, click the checkbox for Send me email notification and enter your email address where indicated.
5. When you are done, click Save Changes.
   

To change email settings

By default, email invitations and reminders are sent to participants from [email protected].  However, this address does not allow participants to reply to the email if they have any questions.

To allow participants to reply to your email, you can change your email settings on the Account Settings page. Changes made here will apply to all subsequent invitations/reminders sent from the talent assessment portal.

To make changes to your email settings:

1. Click Account Settings on the right side of the Home page.
2. Scroll down to the email settings section and click Change.

   The Enter Email Information dialog box appears.

   

3. Three options are presented: (A) Use the default [email protected], (B) Use a different display name and return-email address, and (C) Use a custom email address for all communication.

   Select one of these options by performing the relevant steps below.

   OPTION ONE: Send all invitation and reminder emails from [email protected]

   • Select Use the default [email protected].
   • Click Ok.
   • Click Save Changes.

   OPTION TWO (RECOMMENDED): Display your name in the email header and give participants the ability to reply

   • Select Use a different display name and return-email address.

     When this option is selected, the screen changes to show editable text boxes for the Display Name and Reply-To Email address.

     

   • Enter a name in the Display Name text box. This could be your own name, the name of your department, or the name of your company. The name you enter will appear in the header of all invitation emails and reminders sent to participants.
   • Enter an email address in the Reply-To Email text box. If a participant replies to the invitation or reminder, their reply will be sent to the address you enter. (Note that the invitation/reminder will still be sent from [email protected]. The email adress you enter will only be used if the participant chooses to reply.)
   • Click Ok.
   • Click Save Changes.

   OPTION THREE: Use a custom email address for all invitations and reminders

   • Select Use a custom email adress for all communication.

     When this option is selected, the screen changes to show a number of editable text boxes relating to your outgoing mail server.

     

   • Contact your IT department and have them enter the applicable information. NOTE THAT THESE SETTINGS SHOULD ONLY BE CHANGED BY QUALIFIED TECHNICAL PROFESSIONALS, AND THAT THE OUTGOING MAIL SERVER DOES NOT SUPPORT EMAIL PROVIDERS WORKING ON TLS 1.2 (OUTLOOK, GMAIL,ETC.).
   • Click Ok.
   • Click Save Changes.