This article will show you how to assign roles in Comparative Agility. Besides existing roles, you can create custom roles and assign them to the users. To learn more about creating custom roles, visit our Help Center article Custom Roles. There are a few ways of assigning roles while inviting a New user or on […]
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Everything you need to know to get started with Comparative Agility.
Starter Guide – Intuitive Onboarding Feature
Welcome to Comparative Agility’s enhanced onboarding experience – the Starter Guide! This intuitive tool is designed to be your go-to companion as you explore the diverse features within Comparative Agility. Whether you are a new user or a seasoned pro, the Starter Guide adapts to your journey, providing valuable insights and guidance tailored to your […]
Comparative Agility Rollout – An end to end example
REGISTRATION LINK Comparative Agility Essentials 2.0
Joining Your Company Account in Comparative Agility: A Step-by-Step Guide
Comparative Agility is a powerful platform that allows teams and organizations to gather and analyze data for continuous improvement. When invited to join a Comparative Agility account, the process differs slightly depending on whether you’re an SSO (Single Sign-On) user or a regular user. Regular Users Open your email inbox Locate the email Click on Join […]
Custom Email Templates
This article guides you through the utilization of Custom Email Templates, enhancing the efficiency, consistency, and professionalism of your communication. Streamline your messaging effortlessly with this option. Navigating to the Email Templates First, open Settings Click on Templates The short video below shows how to navigate to the Email Templates screen How to create a […]
Scheduling Surveys
The Scheduling feature in Comparative Agility allows you to efficiently plan and manage surveys. This guide will walk you through the 6 easy steps of using this feature effectively. Navigating to the Schedules Screen Open Settings Locate Schedules In the video below we show you how to navigate to the Schedules Screen Setting up a […]
Exporting a List of Users
This article will show you how to export a list of users from your account. The User Export feature in Comparative Agility empowers Super Admins and Account Owners to effortlessly extract user information from the platform. Navigating to the Users Screen Click on Settings Select Users In the short video below we show you how […]
Structure Screen
The Structure screen in Comparative Agility serves as a powerful tool for organizing and managing your assessment data. This article provides an overview of the features and functionalities available on the Structure screen, empowering you to effectively structure your data and prepare for in-depth analysis and report generation. Navigating to the Structure Screen Log in […]
Settings Screen
Settings in Comparative Agility provide users with a centralized location to manage various aspects of their accounts, customize assessments, and regulate subscription details. This article offers a concise overview of the different components found within the Settings menu. Contents Account Information Users Instances Capabilities Integrations Logs Recommendations Schedules Subscription Branding Survey Templates Account Information The […]