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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 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