Testlify Product FAQs: Assessments, Workspace & Candidates

This article answers the most common product questions for all Testlify account users, covering Assessments, Workspace settings, and Candidate management.

Assessment

1. How do I create an assessment?

1. Go to the Assessments tab and click Create New Assessment.

   

2. Enter the Job Role and Assessment Name.

   

3. Select the Tests you want to include.

   

4. Add Custom Questions (optional).

   

5. Review and configure Settings.

   

6. Click Invite Candidates to send the assessment.

   

2. How do I edit an assessment?

You can edit an assessment at any time. Note: changes apply only to candidates invited after the edit — not to those already invited.

1. In the Assessments tab, find the assessment and click the three dots icon. Select Edit from the dropdown.

   

2. Update the Job Role or Assessment Name if needed, then click Next.

   

3. Make your changes in the editable view and save.

   

3. How do I make a copy of an assessment?

The Make a copy feature clones an existing assessment, including all selected tests, custom questions, and advanced settings. You can then edit the copy or invite candidates directly.

1. In the Assessments tab, click the three dots icon next to the assessment and select Make a copy.

   

2. Update the Assessment Name if needed, then click Make a copy.

   

3. The copy appears at the top of your list as Copy of [assessment name].

   

4. How do I delete or archive an assessment?

Delete is available only before any candidates are invited. Once candidates have been invited, use Archive instead.

To delete:

1. Click the three dots icon on the assessment and select Delete.

   

2. Review the warning, then click Delete to permanently remove the assessment.

   

   

To archive (when candidates have already been invited):

1. Click the three dots icon and select Archive.

   

2. Review the archive confirmation, then click Archive.

   

   

5. How do I unarchive an assessment?

1. In the Assessments tab, click the Active Assessments dropdown and select Archived Assessments.

   

2. Find the assessment, click the three dots icon, and select Unarchive.

   

   

3. The assessment returns to your active list.

   

6. How do I invite candidates to an assessment?

You have three ways to invite candidates:

• Email — Invite individually or in bulk via CSV upload.
• Public link — Share the assessment link in your job post so candidates can self-enroll.
• ATS Integration — Connect your applicant tracking system to send invites automatically.

Individual email invite: Click Invite Candidates, enter the candidate's details, and click Invite.

Bulk invite via CSV: Click Invite Candidates and upload a CSV file with candidate details.

Public link: Generate and copy the public link to embed in your job posting.

Workspace Account

1. What is the difference between Admin and Member roles?

Both Admins and Members can manage assessments and invite teammates. The key difference: only an Admin can deactivate a team member's workspace access. Members can add teammates but cannot remove them.

2. How do I add a team member to my workspace?

1. Click the profile icon and go to Settings.

   

2. Go to Users and click Add Member.

   

   

3. Enter the team member's email address and select their role (Admin or Member).

   

4. Click Add Member to send the invitation.

   

3. How do I remove a team member from my workspace?

Note: Only Admins can deactivate team members.

1. Click the profile icon and go to Settings.

   

2. Go to Users, find the team member, click the three dots icon, and select Deactivate.

   

3. Click Confirm to remove the team member.

   

   

4. How do I download invoices?

1. Click the Profile icon and select Billing & Invoices.

   

2. Click Manage Subscription.

   

3. Go to Billing History.

   

4. Click the download icon next to the invoice you need.

   

Candidate

1. How do I delete a candidate's details?

You may need to delete a candidate if there is a data entry error or to reinvite them. Warning: deletion is permanent and cannot be undone. Download any results before proceeding.

1. In the Assessments tab, click the assessment name to open the candidate list.
2. Click the three dots icon at the end of the candidate's row and select Delete.

   

3. Click Delete again to confirm.

   

   

2. Can I reinvite a candidate to the same assessment?

Direct reinvitation is not supported. To have a candidate retake an assessment:

1. Download the candidate's original results (recommended).
2. Delete the candidate's details (see above).
3. Send a new invitation to the candidate.

Tip: The candidate will see the same questions on retake, which may affect their score. Download results first.

3. How do I send a candidate's results?

You can send results individually or to multiple candidates at once. Results are sent only to candidates who have completed the assessment.

Individually:

1. In the Assessments tab, open the relevant assessment.
2. Click the three dots icon next to the candidate and select Send assessment result.

Bulk (up to 10 candidates):

1. Select the checkboxes next to up to 10 candidates.
2. Click the Send Assessment Result (email icon) that appears in the action bar above the candidate list.

Need help? Contact support.