Set Up Your Testlify Workspace

Before you begin

To complete this setup, you will need:

• A valid business email address
• Your company logo and brand colors (optional, for workspace customization)

1. Set up your account

Step 1 — Visit Testlify

Go to https://app.testlify.com and click Try for free.

Step 2 — Choose how to register

You can either:

• Fill in your First name, Last name, Business email, and Phone number, or
• Sign up instantly using Google or Microsoft single sign-on.

💡 Tip: No credit card is required for your free trial.

Step 3 — Verify and start your trial

After verification, you will be redirected to your workspace and start your 7-day free trial with 50 candidate credits.

2. Add your team members

Step 1 — Open Settings

1. Click the gear icon ⚙️ at the top right.
2. Go to Settings → Users.

Step 2 — Invite new users

1. Click the Add button at the top right.
2. Enter one or more email addresses.
3. Select a role: Admin or Member.
4. Click Add user to send invitations.

Step 3 — Manage roles

To change a user's access level:

1. Click the ⋯ menu next to their name.
2. Choose Change role or Deactivate.

Roles explained:

• Admin: Can manage users, billing, and settings.
• Member: Can create and manage assessments and candidates.

Learn more: How to add users in your Testlify workspace →

3. Customize your brand

Make your workspace reflect your company identity.

1. Go to Settings → Branding.
2. Upload your Company logo, Favicon, and optional Welcome image.
3. Choose your Brand color and Text color.
4. Click Save, then Preview to confirm the changes.

💡 Tip: Use PNG or SVG files for the best visual quality.

4. Create an assessment

Assess candidates in minutes with AI-powered tests.

1. From the dashboard, click Create assessment.
2. Choose a role or template.
3. Add or remove skills and adjust difficulty.
4. Set up candidate invitations.
5. Click Launch to publish your assessment.

💡 Tip: Start with a pre-built template to save time — Testlify has 500+ role-specific templates ready to use.

How to create assessments on Testlify →

5. Duplicate an assessment

Save time by cloning an existing test setup.

1. Go to the Assessments tab.
2. Click the ⋯ menu next to an existing test.
3. Select Make a copy.
4. Rename and customize as needed.

How to make a copy of an assessment →

6. Download invoices

Access your billing history at any time.

1. Open Settings → Billing.
2. Select Invoices to view or download past bills.

How to download invoices →

7. Troubleshoot issues

• Visit the FAQs and Troubleshooting page for answers to common questions.
• Contact support@testlify.com for direct assistance.

Next steps

With your workspace set up, you're ready to:

• Invite candidates to your first assessment
• Explore detailed reports, analytics, and scorecards
• Integrate with your ATS or HRIS
• Customize notifications, labels, and groups

Need help? Contact support.