Getting started as a tenant
A tenant is your organisation on Wiselook. Its admins decide which methodologies the organisation assesses against, who is assessed, and who sees whose results; its members take the assessments assigned to them and receive their personal report. An organisation can also put an assessment on its own website through the Wiselook widget.
The tenant portal
The portal is where everything happens, for the people taking assessments as much as for the admins running the organisation.
Signing in
Open your portal's login page. Choose Sign in to use the Google account you accepted your invite with, or Enterprise SSO and enter your work email if your organisation has connected its own identity provider. There is no self-service sign-up. Without an invite link from your organisation (or, for the first admin, from your Wiselook contact) there is no account to sign in to. If you belong to more than one organisation you pick one after signing in, and can switch later from the account menu.
What's in the portal
What you see depends on your role, and the next section explains each one.
| Area | What it is for | Who sees it |
|---|---|---|
| Profile | Your own competency picture: levels, tactics to level up, history, next steps | Everyone |
| Exploration | Your assessments: start, resume, read your personal report | Everyone |
| Evaluations | The organisation's (or your groups') assessments: assign, follow, open a completed one to read its employer report | Managers, admins |
| WiseSearch | Find the people who best match a set of competencies | Managers, admins |
| People → Members | The member list, invites, pending invite links | Managers, admins |
| People → Tags | The tag vocabulary that defines groups and manager scope | Admins |
| Settings → Methodologies | Adopt the methodologies you assess against | Admins |
| Settings → Widgets | Embeddable assessment surfaces for your own websites: channel, language, allowed origins, embed snippet | Admins |
| Settings → General settings | Display name, default language, report settings | Admins |
| Settings → Audit log | Every change made in the organisation, newest first | Admins |
| Settings → API clients | Credentials for your backend (when API access is enabled) | Admins |
| Settings → SSO | Enterprise SSO federations | Admins |
| Account menu (top right) | Language, help, switch organisation, sign out | Everyone |
First steps
- Accept your invite. Tenant access is invite-only. Opening the accept link and signing in provisions your account and links it to the organisation.
- Set the basics. Display name and default language, under General settings.
- Adopt methodologies. From Methodologies, subscribe to the methodologies your organisation will assess against.
- Create tags and invite members. Define your groups on Tags, then invite people from Members, assigning their tags and, for managers, marking which groups they manage. See Managing members below.
- Assign assessments. From Evaluations, choose a person, a methodology and a channel; the assessment appears in that person's Exploration.
- Read the results. Open a completed assessment from Evaluations to read its employer report. The conversation transcript is not shared with the employer.
- (Optional) Embed the widget. To offer an assessment on your own website, create a widget under Settings → Widgets and follow Embed the widget.
Roles
Every person in your organisation has exactly one role: admin, manager or member. The role is chosen when the invite is created and can be changed later by an admin. Roles say what you can do; tags say whose results you can see. Everything below is enforced by the platform itself, not merely hidden in the interface.
| Member | Manager | Admin | |
|---|---|---|---|
| Where you land after signing in | Profile | Evaluations | Evaluations |
| Top bar | Profile · Exploration | + Assessments · WiseSearch · Wise Reports · People (Members) | + People (Tags) · the Settings gear |
| Take assessments, read your own report | ✓ | ✓ | ✓ |
| See other people's results | People in the groups you manage | Everyone | |
| Assign assessments | To people in your groups | To anyone | |
| Invite people | Members, into your groups | Anyone, with any role | |
| WiseSearch | Over your groups | Over the whole organisation | |
| Tags, methodologies, widgets, settings, SSO, API clients, audit log | ✓ |
Are you a member? Here's what you need to know
How you get here. Someone at your organisation sends you an invite link. Opening it and signing in creates your account and adds you to the organisation as a member. From then on you sign in from the portal's login page with the same account.
What you see. Two tabs: Profile, where you land, is your competency picture. Once you have a completed assessment it shows each competency with its level, tactics to move up a level, your assessment history and suggested next steps. Exploration lists the assessments assigned to you, each with a Start or Resume button, and is where you open your personal report.
What you can do. Take the assessments your organisation assigns you: a conversation with Claire, Wiselook's AI assessment agent, by chat or by voice as your organisation has set it up. Pause with Save and exit and pick up later, even from another device. And, once scoring completes, read your personal report (your talent map, your competencies on the maturity scale, development axes, competency-by-competency evidence and recommendations), which you can copy or print.
What you cannot do. Create assessments for yourself (your organisation assigns them), or see anyone else's assessments or results.
What your organisation sees. Your admins, and the manager of any group you are in, can see that an assessment exists, its status and, once complete, an employer report: an overall level, and strengths and growth areas per competency with the supporting evidence. They do not see your personal report, and the transcript of your conversation with Claire is not shared with the employer. See FAQs for members for the questions people ask most.
Are you a manager? Here's what you need to know
How you get here. An admin invites you with the manager role (or changes your
role), then marks you as managing one or more groups (a team, a department, an
office, a cohort) on your member page. Your scope is exactly those groups: managing
team: Platform means you see the Platform team's people and results and nobody
else's, even if you also belong to other groups. You sign in like everyone else and
land on Evaluations.
What you see. Everything a member sees (your own Profile and Exploration), plus the workspace tabs. Evaluations lists the assessments of the people in the groups you manage, plus your own, searchable and filterable by methodology, status and start date. WiseSearch ranks those people against the competencies a role needs. People → Members shows the member list and pending invites.
What you can do. Assign a new assessment (methodology and channel) to anyone in your groups. Open a completed assessment and read its employer report: an overall level, and strengths and growth areas per competency with the supporting evidence. The conversation transcript is not shared with the employer. Invite new people as members directly into the groups you manage, and revoke the invite links you created. Run WiseSearch over your people.
How you differ from an admin. You cannot edit members or their tags, create tags, adopt methodologies, manage widgets, change organisation settings, or manage SSO and API clients. You cannot invite admins or managers. And you never see people outside your groups.
What it entails. You are the person your groups' results are shared with. Assign assessments deliberately, read employer reports as what they are (evidence from one conversation with an AI agent, on a progression scale rather than a pass or fail) and ask an admin when your groups change.
Are you an admin? Here's what you need to know
How you get here. The first admin is invited by Wiselook when the organisation is set up; further admins are invited by an existing admin. You sign in like everyone else and land on Evaluations.
What you see. Everything a manager sees, but across the whole organisation: Evaluations lists every assessment in the organisation, WiseSearch works over everyone, and People has both Members and Tags. The Settings gear (top right) opens the admin area: Methodologies, Widgets, General settings, Audit log, API clients and SSO.
What you can do. Set the organisation up: display name and default language (General settings), the methodologies you assess against (Methodologies), the tag vocabulary (Tags), and who belongs to and who manages each group (Members). Manage people: invite with any role, edit a member's role, status and tags, revoke invites. Run assessments: assign to anyone, open any completed assessment and read its employer report. The conversation transcript is not shared with the employer. Set how reports read for your organisation (your own display scale and level names) under General settings. Connect things: Enterprise SSO federations, and API clients for your backend when API access is enabled for your organisation. Put an assessment on your own website: create widgets (Widgets) and hand the embed to your developers; see Embed the widget. And review the Audit log, which records every change made in the organisation.
How you differ from a manager. Scope: a manager's world is the groups they manage, and yours is the organisation, including the settings that shape everyone else's view.
What it entails. You decide who is assessed against what, who sees whose results (through roles and tags), and who holds credentials. Keep the number of admins small. Give team leads the manager role and the groups they manage rather than admin rights. Branding (logo and colour) is applied by Wiselook. Ask your account manager.
Managing members
Members are the people in your organisation who take assessments. Tenant membership is invite-only; there is no open sign-up.
Inviting a member
- On the Members page, click Invite member. Pick the role the invitee
receives (
admin | manager | member) and the tags (the groups) they join. You can set how many people may use the link and when it expires, and optionally assign an assessment that is created for whoever joins through the link, so they can start right away. - Share the generated accept link
(
https://<your-portal>/accept?code=<code>) with the invitee, out of band: email, Slack, whatever works for your team. - When they open it, they sign in, their Wiselook user is provisioned, and they're linked to your organisation with the chosen role and tags.
Admins can invite anyone with any role. A manager can also invite, with two limits: the invitee is always a member, and they join only groups the manager manages. Pending invite links are listed on the Members page. An admin sees all of them, a manager only the ones they created. Revoking a link disables it immediately.
Editing a member
Admins open a member from the Members list to change their role, their status and their tags and, for a manager, to mark which of those groups they manage (see Tags). Managers see the list but cannot edit anyone.
Via the API
The Members page is also available to your backend: list and search members, read one, and manage a member's tags. See Manage members via the API.
Audit log
Every mutating action (member added, methodology adopted, tag created, widget created, …) is recorded in the organisation's Audit log, which admins open from the Settings gear.