How to Administer a Practice Profile

STEP 2: Add your respondent to TMS Global

1. Go MANAGE PEOPLE
2. Click ADD
3. Complete all required fields:
   • Email address
   • First name
   • Last name
   • Add to Group(s) (and Projects if required) by selecting from the drop down or create a new group or project by typing directly in the field
4. Click ADD RESPONDENT to generate an activation code
5. Click send activation email

STEP 3: Activate Product Subscription

1. Go to MANAGE PRODUCTS | ACTIVATE PRODUCT SUBSCRIPTIONS
2. Step 1a - Select the respondent (ignore Step 1b and Step 1c)
3. Step 2 - Select the Team Management Profile (Managerial)
4. Step 3 - Select yourself as the Facilitator
5. Click NEXT
6. Check you have selected the correct respondent
7. Click ACTIVATE
8. You will then be asked to purchase 1 product subscription. In the Description field, enter: 'Practice profile for [YOUR NAME']
9. Click Yes, purchase additional products (you will not be invoiced)

Your respondent's expected actions

Your respondent will receive a TMS Global activation email inviting them to create a TMS Global account. Once they have activated their account, their Team Management Profile Questionnaire will be available to complete as a TASK on their DASHBOARD.