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What if you purchased credits for a profile for someone and assigned them an access code, but now they will not be completing the profile? Are you stuck with an unused, but paid for, profile? Do you lose those credits? No.

You can reclaim credits assigned to people who never completed a profile. The video below shows an example using Five Behaviors of a Cohesive Team, but will work with Everything DiSC profiles as well.

Go to Manage Your Account | Unassign Access Codes.

EPIC: Unassign Access Codes

Search for reports. Usually searching by Access Code Status is sufficient. Searching by date also works well.

EPIC: Search Criteria

Click the Search button to return a list of all individual pending Access Codes.

Select individual Access Codes to unassign and press the Next button, or press the Select All button to unassign all pending codes returned in the search results.

EPIC: Unassign Access Codes/Reclaim Credist

Press the Unassign Access Codes button at the bottom of the screen to continue.

Press OK to send a custom email message to respondents, or Cancel allow EPIC to send the default email message.

The confirmation page displays of summary of Access Codes status and the associated credit transaction.

EPIC: Credit Adjustment


Everything DiSC 363 for Leaders Access Codes have specific requirements for a pending status; as soon as the Leader and one Rater have completed their online assessments, the report is no longer pending and cannot be unassigned.

You can unassign Access Codes for pending individual Five Behaviors team member profiles, but not completed team member profiles. Because the Annotated Team Report Access Code (the facilitator report) consists of data from all of the individual team members, it cannot exist without the individual team members. Unassigning all team members deletes the Access Code for the Annotated Team Report automatically.

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EPIC Quick Start Guide