How to Send Lead360 Setup Invitations

Setup invitations ask participants to finish their Lead360 profile and pick their feedback providers. This guide shows you how to send them and who receives them.

Before You Begin

• Role. You need the Administrator role or the Can Configure permission.
• Participants in setup. Invitations go only to people whose phase is Set up. Anyone further along is skipped.
• Know the reach. The Email setup invitations button on a cohort sends only to people in setup in that cohort. People in other cohorts are not emailed.

Sending Setup Invitations

To everyone in this cohort who is still in setup

1. Open