Client Administrator Quick‑Start Guide

Contents

This checklist provides Client Administrators with a simple guide to get a feedback session off the ground.

Open Sessions module
Click Create Session
Enter session title (appears in invitation email)
(Optional) Enter client organization
Select assessment
Set session date – date of feedback
Set invitation date – date when invitation emails will be sent to the participants
Set assessment completion date – date when participants/raters need to have their feedback surveys completed by
Schedule up to 3 reminders (optional) – reminder emails will be sent to participants who have not yet completed their assessments on these dates
Review details and Save

Open session → Registrations tab
Confirm assessment inventory – you must have inventory available to complete registration
Click Register Participant
Enter email, first name, last name
Adjust dates if needed
Click Save

Verify participant’s assessment surveys are complete,
Verify that enough raters have completed their surveys for 360 assessments
Click Score
Enter the certified facilitator that the report should be delivered to – reports can only be delivered to a facilitator who has completed CCL’s Assessment Certification Course

Updated on May 8, 2026

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