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 […]
Get started
Everything you need to know to get started with Comparative Agility.
Logs
The Logs feature has been developed to capture and record all user activity within the Comparative Agility platform. It acts as a digital audit trail, providing organizations with an intricate history of actions performed by each user and when they occurred. Navigating to the Logs Screen Open Settings Click on Logs In the short video […]
Sending Surveys
This article will show you one of the main parts of Comparative Agility – Sending the Surveys. Among all the options for sending the surveys that Comparative Agility offers, we suggest the Email survey option as it is very easy to track response rates and send targeted reminders. Navigating to the sharing button In Comparative […]
Creating and Managing Filters
Filters are a powerful feature that helps you easily organize and track your teams and data. With filters, you can customize how you view your data, save your favorite teams and folders, assign filters to different users, and set a default filter for yourself. Structure Screen To create a new filter we use the Structure […]
Creating and Managing Instances
Instances are a way for large enterprises to support an appropriate separation of data access between different groups or subsidiaries while at the same time providing a global, enterprise perspective. Contents: Navigating to the Instances Screen Creating Instances Adding Users to Instances Adding team limit Editing and Deleting Instances Navigating to the Instances Screen Navigate […]
Moving Folders and Teams
This article will explain how you can move Folders and Teams, and it has never been easier. Move a folder/team Within the Structure screen, you can easily move folders and teams by following these steps: Locate a folder or a team that you would like to move Click on the three dots on the right […]
Adding Team Members Into Teams
This article will guide you through adding team members into teams on the Structure Screen. With this feature, you will be able to send out surveys to all of them using our Email Survey option, and add new or remove existing team members at any point in time. Team Members option One way to add […]
Add New Users
In this article, we will explain how to add a new user to your Comparative Agility account. Navigating to the Users Screen Click on Settings Select Users In the short video below we show you how to navigate to the Users Screen Inviting a user Within the Users screen, to add a new user simply: […]
Welcome to Comparative Agility
This article will guide you through four main steps in Comparative Agility – Creating structure, Sending out Surveys, Gathering Data, and Performing Analysis. Step 1 – Creating Structure With Comparative Agility, you have the ability to choose whether you would like to start creating a structure by creating a team or a folder first. If […]
Introducing Teams and saying goodbye to Collectors
Up to this point, you have been organizing your data using Collectors, which are team-based data repositories captured at a point in time. While Collectors allowed for immense flexibility, they also created significant challenges: each Capability (assessment) had to have its own Collector structure, each time a survey was to be sent out, a new […]