Setting Up Your Personalized Assessment Web Site

  1. In the top navigation, roll-over My Account and scroll down to select Assessment Site and then select Edit Assessment Site Appearance link.
  2. Fill in all the requested information on the Edit Assessment Site Appearance page.
    • In the Client Access section:
      • Enter the Client Login and Password your clients will use to access the site. Note: All clients will log in using the same preassigned (by you) login and password.
    • Enter the information you want clients to see on your personalized assessment site in the Appearances section:
      • If you would like to display your logo, you must send a JPG, PNG, or GIF file of your logo to The logo file must not be more than 200 pixels high and 600 pixels wide, and the total file size must not exceed 200K. Be sure to include your account number and company name.
      • Type in, using plain text, any desired message (2,000 characters maximum). Use the formatting toolbar to customize the greeting.
      • Select the checkboxes for the contact information you want to include (for example, company name, contact name). will pull this information from your Account Information section.
      • In the Assessments section, indicate which assessments you want to offer on your site by selecting the appropriate checkboxes in the Active column. You can select only assessments you are qualified to administer.
      • For Client Viewable Results assessments, indicate whether you want to make the results immediately available to clients online by selecting the checkboxes in the Users see results column.
    • In the Edit Assessment Site Notification & Redirection section:
      • Enter your email address for notification when clients finish an assessment.
      • Enter the message you want sent to clients when they complete an assessment (for example, "Your facilitator has been notified.").
      • Direct your clients to another web site after they complete an assessment by entering the complete URL for that site (for example,

When you have finished setting up your assessment site, click Apply Changes at the bottom of the page to save your work. Then click View your personalized site to see how the page will appear to your clients. You must click Apply Changes before viewing the site to see your most recent changes.


Getting Your Client Started

Now that you have successfully set up your account and purchased reports, it is time to direct your clients to your assessment site. If you want to create a unique URL that will give your clients one-click access to the specific assessment you want them to take, create a batch by navigating to Client Management from the top navigation bar and selecting Batch Management. Select Create New Batch. Select an assessment and enter a batch name. If you would like to email your clients a URL that will take them directly to the assessment, then check the box “I want a URL entry point to this assessment.” Then click Submit.

After you have created a URL, you can either click the envelope icon to e-mail the URL to your client, or copy and paste it into your own document. When your client clicks on the URL, he will be sent directly to the assessment.

If you are using the classic assessment access, use the following instructions as a guide.

Download client instructions for taking an assessment

Your Assessment Site is located at
  1. Client enters preassigned Login (case sensitive).
  2. Client enters preassigned Password (case sensitive).
  3. User ID is configured for the client upon completion of his or her first assessment (leave blank for now unless a client is returning to resume taking an assessment or to take a different one).
  4. Client clicks BEGIN next to the appropriate assessment. Next, he or she is asked to provide some personal information. (Note: Only first name, last name, and gender are required; all other demographic information is optional.) Client clicks SUBMIT when finished.

    As the administrator you can view client responses to the personal information questions by going to Client Management in the top navigation bar and selecting View User Log.

  5. After completing the assessment, the client clicks DONE. (Note: It is helpful if clients write down the User ID provided upon completion of their first assessment. Having clients use their original User ID for all assessments can simplify tracking of results for the administrator.) To ensure clients are aware that their assessment(s) have been submitted, a dialog box appears that says, "Your consultant has been emailed."


Purchasing Reports

  1. Select Purchase Reports from the top navigation bar. Myers-Briggs (MBTI) reports will appear. To select another product, scroll over purchase reports from the top navigation bar and select the desired product.
  2. To view your current inventory of reports, click View Inventory.
  3. Enter the quantity of each report you wish to purchase in the appropriate quantity box. Remember, you can purchase only reports you are qualified to administer.
  4. Click Add to cart to add the selected items to your shopping cart.
  5. On the Shopping Cart page, you can change the quantity of or remove any items in your cart. Click Update after making any changes.
  6. To purchase reports for other assessments, click Continue Shopping. When your order is complete, click Proceed to Checkout.


Return Policy

Returns and exchanges must be sent to CPP via traceable methods and be accompanied by a Return Materials Authorization (RMA) number, which can be obtained by calling Customer Relations at 800-624-1765. Returns meeting the following criteria will be credited to your CPP account (no refunds). Account credits are good up to 12 months from date of issuance. Materials must be unopened, in reusable condition, accompanied by a copy of the original invoice, and returned within 60 days of the original invoice date. This policy also applies to electronic administrations. Kits and Money-Saving packages must be returned in their entirety. Test results are not returnable for credit. CPP retains the right to discontinue scoring of any prepaid answer sheet purchased over 12 months previous to scoring request. This also applies to out of print product. In order to expedite your credit, please obtain a return authorization number.

Remember to complete the reverse side of the packing list, including the reason for return and the return authorization number, and send with your package to this address:

CPP, Inc. Warehouse
3520 Thomas Road, Suite D,
Santa Clara, CA 95054


Generating Reports

  1. Select Generate Reports from the top navigation bar.
  2. Select from the drop-down menu the assessment for which you wish to GENERATE a report.
  3. Select a report to search for all your clients who have completed the assessment, or enter your client last name to search for a single client. If desired, you can narrow your selection by choosing Batch(s) or a date range. Click CONTINUE when you are ready to proceed.
  4. Select the clients you wish to generate reports for and click GENERATE TO PDF.
  5. You have the option to personalize the report cover page. Please type in the Facilitator Name, Company Initials, and Company Name. This information will appear on the cover page of generated reports.
  6. Click the down arrow icon to download the client's report in Adobe® .PDF format to your computer.

    You may also email your clients their results by clicking on the envelope icon. Enter an email address and a short greeting and click SEND EMAIL to send the .PDF-formatted report.

    Note: With .PDF formatting, the report you print looks exactly like the report you see online regardless of what type of computer or browser platform you use. To view a .PDF file, you must have Adobe® Acrobat® Reader® (available as a free download from or Adobe® Acrobat® installed on your computer.


Reported or Verified Type

Reported Type is the type that results from an administration of the MBTI assessment.

Verified Type is the type that you and your client determine to fit best as a result of a standard feedback process.

Note: Reports generated using Verified Type will not include the Preference Clarity Index (PCI) Chart.


Batch Management

Client "batching" acts as a filing system, allowing you to group and organize your clients into "folders," and is recommended when you are managing numerous client data files. You may distinguish groups of clients by creating batches with relevant names such as "Workshop01" or a counselor’s name: "Stevenson." Your batch names will appear in a drop-down menu on your personalized assessment site.

Setting up batches helps you manage your data and expedite the process when you are generating reports for groups of clients.

To create a batch, go to Client Management from the top navigation bar and select Batch Management. Select Create New Batch. Select an assessment and enter a batch name. If you would like to email your clients a URL that will take them directly to the assessment, then check the box “I want a URL entry point to this assessment.” Then click Submit.

After you have created a URL, you can either click the envelope icon to e-mail the URL to your client, or copy and paste it into your own document. When your client clicks on the URL, he will be sent directly to the assessment.

If you don’t want to use this feature, you can just leave unchecked the box “I want a URL entry point to this assessment.” You may still create batches as before and your clients may access them at

To edit a batch, navigate to Batch Management and click on the name of the batch you wish to edit.


View User Log

Go to the View User Log to see or update client demographic information, to see which clients have completed each assessment, to send reminder emails to clients who have not completed an assessment, to archive clients, and to open your client archive. To access View User Log:
  1. Select Client Management from the top navigation bar and select View User Log.
  2. Select the associated assessment from the pull-down menu (required).
  3. Enter the client's last name (optional).
  4. Select Search
    1. If you selected the associated assessment and entered a client’s last name, a list of "like" client names will display. For example, if you entered the name "smith" (search is not case sensitive), all clients named Smith who have completed the selected assessment will display. If you also have clients named Smithson who have completed that assessment, those clients also will display.
    2. If you selected the associated assessment but did not enter a client’s last name, the list of all clients who completed the selected assessment will display.
You can use View User Log to

  • See or update your client demographic information
       See or update a client’s demographic information by clicking on that person’s name.
  • See which clients have not completed assessments
       Clients who have not completed the minimum number of assessment items required for accurate scoring will be designated with red type and the image of an envelope.
  • Send a reminder e-mail to clients who have not completed assessments
       Send a reminder e-mail to a client who has not completed an assessment by clicking on the envelope image corresponding to the client’s name, editing or completing the information in the pop-up message box, and clicking Send Mail.
  • Archive clients
       Archive clients by selecting the corresponding checkbox in the "Archive" column on the right side of the screen and clicking Archive Now. To mark all the visible checkboxes, select Check All. To unmark all checkboxes on that screen, select Clear All.
  • Open your client archive
       View your archived clients by clicking the gray Open Archive button in the top right corner.


Key In Results

If you have a paper answer sheet and wish to score the assessment and generate a report on, you may manually enter the data on the Key In Results page.
  1. Select Client Management from the top navigation bar and select Key In Results.
  2. Click the tab for the assessment you wish to key in
  3. Select the blue demographics button to input client data. You may also input the client user id and select demographics.
  4. Once demographics are entered, the client name should appear to the far right of the demographics button in black text.
  5. Input client item responses for the selected assessment. Hit Save
  6. Follow steps for generating reports to obtain the scored PDF for the client.

Inventory & Use History

This feature allows you to see how many reports are currently credited to your account and offers the option of purchasing additional reports.
  1. Select My Account from the top navigation bar.
  2. Select Inventory and Use History.
  3. For each report in your account (for example, MBTI® Profile, Strong Profile), you will see an Item Description, Item #, quantity remaining, and Use History.
  4. To view the Use History for a particular report, select the Details link for that report.
  5. The Details screen will display transaction dates for all purchases, credits, returns, and reports generated (labeled Use), as well as the quantity remaining.
  6. To view details of a specific invoice, select the corresponding Invoice link.
  7. To view details of report generation or use on a specific date, select the corresponding Use link. You will see a list of clients for whom reports were generated on that date.


* Note: All inventory counts are accurate. However, we regret that we are unable to display specific usage data prior to April 23, 2005.



This section provides a record of all your previous orders.
  1. Select My Account from the top navigation bar.
  2. Click Invoices.
  3. Select the invoice you would like to view and/or print.



If you have questions regarding purchasing reports or technical issues, please call 800.624.1765, or send an email message to 

 If you have general questions about the benefits of, please contact

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