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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

  1. On the Members page, create an access code. Optionally set an expiry and a maximum number of uses, and pick the role the invitee receives (admin | manager | member).
  2. Share the generated accept link (https://<your-portal>/accept?code=<code>) with the invitee.
  3. When they open it, they authenticate via SSO, their Wiselook user is provisioned, and they're linked to your tenant with the chosen role.

Roles

Roles are enforced server-side, not just in the UI:

  • admin — full control, including the tenant-wide assessment view and API credential management.
  • manager — read-only on members and activity; can run assessments.
  • member — can take assessments and see their own results only.

Activity feed

Every mutating action (member added, methodology adopted, widget created, …) is recorded in the tenant activity feed, visible to admins and managers.