Reassigning Tokens and Reports FAQ
One of our Token Buyers is about to change roles/jobs. Will we lose those tokens/reports?
An Account Administrator can reassign any unallocated or unassigned tokens at the Assign Tokens tab. Both pending and completed share requests can be reassigned at the Owner Change tab. These actions should be taken before the administrator removes the Token Buyer role or the person's profile from the organization.
I want to reassign tokens/reports, but the person I want to give them to isn't listed. Now what?
That person is not yet a Token Buyer for your organization. Contact your Account Administrator to discuss next steps. If you are an Account Administrator, see Can I assign roles to another user?
Tokens can be reassigned to other Token Buyers in the organization. This is useful, for example, when purchases need to be centralized for budgeting reasons, but the tokens then need to be distributed to others for use. Another use case may be if a Token Buyer is about to change roles or jobs, and that person's tokens need to be redistributed to others.
Reassign Share Requests
Share Requests, both pending and complete, are initally owned by the Token Buyer who initiated the request; however, these requests can be reassigned to another Token Buyer by either the current owner or an Account Administrator. This is useful if a Token Buyer is about to change roles or jobs, and that person's requests need to be redistributed to others so that the data is not lost to the organization. Another use case may be if transferring visibility of a prospect's APGI would be more useful to a different owner (i.e., Token Buyers can only see the requests that they own).
Tokens General FAQ
What are tokens and why do I want them? Sometimes you may want to confirm the 5 Dynamics energies of someone outside your organization without using a full Simpli5 license or without giving the person visibility to your org and those within it (and ...
Buying and Using Tokens FAQ
Buy Tokens (Buy Tokens tab) How do I become a Token Buyer? See the Tokens General FAQ. How much do tokens cost? Tokens are $25 each and are purchased in-app at the Buy Tokens tab on the Token Administration page. Complete the purchase form by ...
How to Assign Tokens
Overview Tokens can be reassigned to other Token Buyers in the organization. This is useful, for example, when purchases need to be centralized for budgeting reasons, but the tokens then need to be distributed to others for use. Another use case may ...
How to Buy Tokens
Overview Tokens are $25 each and are purchased in-app at the Buy Tokens tab on the Token Administration page. Complete and submite the purchase form; details are included below. Purchase Form 1. In field "Enter your tokens quantity" enter a vaild ...
How to Use Tokens
Overview Token Buyers can use tokens to request someone outside of your Simpli5 organization share their Advanced Professional Growth Insights (APGI) report with your organization. The APGI can confirm the person's 5 Dynamics energies without using a ...