User manual and documentation for the Elevate Self Assessment Tool (SAT).
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This guide walks you through the entire ELEVATE SAT experience, from your very first visit to interpreting your assessment results. Each section builds upon the previous one and follows the platform's natural workflow. To delve deeper into a specific topic, consult the dedicated pages in the sidebar.
It all starts on the Signup page. Enter your first name, last name, email address, and a strong password, then click the Sign Up button. The platform will immediately redirect you to the central portal: The Hub.
If you already have an account, go to the Login page. Enter your email and password to access your Hub directly. If you forget your password, the login page displays a Forgot your password? link that triggers the sending of a secure, temporary password reset email.
The display language can be changed at any time using the language selector located in the platform header.
The Hub is the first screen that appears after logging in. It functions as a control center above each individual Organisation: it lists all your workspaces, allows you to accept invitations, and gives you the tools to create new Organisations.
The Organisations tab displays a list of all the workspaces you are affiliated with. Each row shows the Organisation's name, its sector, the number of members, and your role. To access one of these and load its dashboard, simply click on its row in the table, or use the context menu and select Continue.
Switch to the Invitations tab to view pending requests from Organisations interested in joining. Each invitation lists the Organisation's name and the role you're applying for. Accept to become a member and gain immediate access to the workspace, or decline to close the invitation.
If you need a dedicated workspace—for a company, department, or academic program—click the New Organisation button in the upper right corner. Enter the Organisation's name, industry, and approximate size, then confirm. The platform will initialise the space and automatically assign you the highest role of Creator Owner (Crown holder), granting you full administrative authority from day one.
Participants are the primary respondents. They have a simplified dashboard and can join assessment sessions, submit their responses, and view their private personal results. They do not have access to the Organisation's library (including teams and presets), the member directory, or the Settings.
Managers ensure operational management. They access the complete dashboard, manage the shared library (the teams and the presets of questions), launch and lead assessment sessions, consult the member directory, invite new members by email, modify the Organisation settings and can remove standard members.
Owners manage administrative governance and access privileges. In addition to all the capabilities of Managers, they can promote other members to Owner or Manager status and manage exports of Organisation data from the Danger Zone. Technically, Owner status is an additional attribute on the member's database profile, rather than a separate role.
The Creator (marked by a crown icon) is the original founder of the Organisation. Only the crown holder can demote other Owners, transfer the crown to another member, or permanently delete the Organisation. This protection prevents any accidental or unauthorised deletion of the workspace.
For a comprehensive description of each role, including the roles of The platform team (Administrator and Super-administrator), consult the page Roles & Permissions in the sidebar.
Your personal profile can be accessed from the Profile page in the sidebar, or via the profile menu in the application header. The profile page allows you to edit your first name, last name, and email address.
The Security section includes password management and the activation of two-factor authentication (2FA) to strengthen the protection of your account.
If you choose to delete your account, the platform will permanently erase all your personal identification data. Your answers submitted during assessment sessions are irreversibly anonymised and retained solely for the purpose of aggregated statistical analysis — they will never be able to be linked to your identity.
Before you can create teams or launch sessions, you need participants in your Organisation. Go to the Members section in the sidebar to open the member directory.
From this screen, Managers and Owners can invite new users by clicking the Invite Members button and entering their email address. The invited person receives an email containing a link to join the Organisation. If they don't already have an ELEVATE SAT account, the link will guide them through the registration process before adding them to the workspace.
Both Managers and Owners have access to the directory and can invite new users. However, only Owners can assign administrative roles (promote to Manager or Owner) from the directory.
To learn more about access and user administration, see the detailed guides on Collaborator Invitations and Member Management.
With members in your Organisation, you can now organise them into coherent groups. Access Teams in the sidebar. Click the Create Team button, give it a descriptive name (for example, "Marketing Department" or "Leadership Cohort"), and then select the members to include from Member Directory.
Teams serve as pre-configured lists of participants. When you launch a session, you can restrict access to one or more specific teams rather than opening participation to the entire Organisation. Teams also allow you to filter analyses and compare results between different groups over time.
Also in the sidebar, the Presets page lets you create custom questionnaires. Click the Create Preset button, give it a name and an optional description, then select the questions to include. You can rearrange the questions by dragging and dropping them to control the flow of the assessment.
The platform also offers global presets maintained by the ELEVATE team, visible at the top of the preset list. You can duplicate any global preset in your own library and customise it freely.
If you skip this step and start a session without selecting a preset, the platform automatically loads all available questions for a complete general assessment.
Once your teams and presets are ready, go to Session History and click the Create a session button (or go directly to /session/new). The creation interface is organised into three configuration tabs:
Once configured, click the Start a session button to begin the session. The platform generates a unique six-digit Session Code and a QR Code that participants will use to log in.
When you first start the session, participants are presented with an interactive Tutorial that explains the three stages of transcultural maturity (Recognise, Connect, Leverage) and the three assessment categories (Objective, Process, Practice). This tutorial provides everyone with the necessary context to respond thoughtfully. As the facilitator, you can skip the tutorial if your group is already familiar with the methodology.
As the presenter, you are directed to the Presenter View — a real-time control panel. Project the QR code onto a shared screen so that participants in the room can scan it with their phones, or distribute the login URL and session code to remote participants. Participants access the session via the Join page and arrive in a waiting room until you begin.
When you ask the first question, participants see the question displayed on their device and select their initial answer confidentially. This is a moment of individual reflection, free from outside influence. The presenter's screen tracks submissions in real time and displays a completion rate.
Once everyone has responded, you open the second phase. Participants can then see the aggregated distribution of responses and are encouraged to discuss them with their colleagues. They can then revise their answer or keep their initial choice, and optionally add an explanatory comment about their reasoning. This two-phase approach is at the heart of the ELEVATE SAT methodology: it captures both instinctive reactions and thoughtful, socially enriched judgments.
The order of these phases can be reversed in the session settings. If you prefer to start with a group discussion before the individual vote, configure this option in the Settings tab during the session creation.
As the facilitator, you control the pace of the session. Move on to the next question when the group is ready, pause the session if a break is necessary, or review the intermediate results between questions to fuel the discussion.
Once all questions have been answered, click the End Session button to compile the data. Participants will be notified that the session has ended.
Each participant immediately accesses a private and confidential report available in their Personal Space / History (accessible from the sidebar under Personal Space). This report summarizes the individual responses they provided during past sessions.
Managers and Owners can access Session History to open the analysis report for any completed session. The report provides aggregated radar charts, breakdowns by question, and key metrics such as overall consensus level, cohesion score, and participation rate.
The Insights section in the sidebar offers comparative dashboards where you can overlay results from multiple sessions or different teams side-by-side. Use the Session Comparison view to track the maturity evolution of a single team over time, or the Team Comparison view to benchmark different groups against each other. Advanced filters with AND/OR logic allow you to segment data based on any combination of teams or sessions.
This guide has covered the essential steps through the platform. To delve deeper into each feature, explore the detailed pages in the sidebar — they cover everything from invitation workflows and sidebar navigation to Organisation settings and platform administration tools.