---
title: Initiate How To's
description: "Download the Initiate Tech Guide for instructions on the following features: Types of Initiate Reports and How to Export, Business Self Assessment Report: How to export\nCreating Action Plans Adding & Deleting User Roles, How to Use an Initiate Signup Link, Role Permissions: The Differences between Org Admin, Advisor and Learners in Initiate"
---

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# Initiate How To's

## Use the Initiate Tech Guide as a reference to use Initiate's features and functionality to the fullest extent.

**Download the [Initiate Tech Guide](https://knowledge-base.initiateprosperity.org/hubfs/Initiate%20Tech%20Guide.pdf?hsLang=en) for instructions on the following features:**

- Types of Initiate Reports and How to Export
- Business Self Assessment Report: How to export
- Creating Action Plans
- Adding & Deleting User Roles
- How to Use an Initiate Signup Link *(\*Only available with a Premium Subscription)*
- Role Permissions: The Differences between Org Admin, Advisor and Learners in Initiate

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