Manage Teams
Step 1: Log in to the BQ Portal If you are not already logged in, click here to sign in with your credentials. Step 2: Navigate to Teams Click on “Teams” in the box on the bottom right. Composing a Team To compose a Team, (1) enter a name for the Team and (2) click […]
I forgot my credentials and cannot log in.
Use the “Change Password” feature by clicking “Forgot Password?” on the login page and follow the on-screen instructions.
How do I invite Participants to an Interaction?
To invite your participants to an interaction, follow the steps outlined here: Creating Interactions.
How can I access results?
An overview of available results and how to access them, is presented here: Viewing Results
How can I resend an Interaction invitation to a Participant?
To re-send a dialogue invitation, follow the steps outlined here: Remind Participants of their Interactions.
I cannot start a new Interaction
If a new interaction cannot be created, the “Start New Interaction” button will be disabled, and one of two messages will appear: You cannot create a new interaction because the participant has not completed all previous interactions. Either delete the unfinished interaction or remind the participant to complete it (Reminding Participants of their Interactions). You […]
I cannot start a new client dialogue
If a new dialogue cannot be created, the “Start New Dialogue” button will be disabled, and one of two messages will appear: You cannot create a new dialogue because the client has not completed all previous dialogues. Either delete the unfinished dialogue or remind the client to complete it (Reminding Clients of their Dialogues). You […]
Export Result Data
The export feature is an optional add-on and is not enabled by default. To enable it, please contact us at support@behaviorquant.com Step 1: Log in to the BQ Portal If you are not already logged in, click here to sign in with your credentials. Step 2: Export data Click the export icon in the navigation bar to […]
Client Dashboard
On the client dashboard, you can see their results (if available), and manage client and dialogue information. Depending on the status of the latest dialogue and whether (previous) results are available or not, you will see one of four screens/messages. You can always edit your client’s information and manage their dialogues, to see how, continue […]
Client List and Segmentation
The client list provides an overview of your clients and offers powerful segmentation options. Here you can: Add new clients Select clients to view results and manage details Navigate through the client list Search clients by name Sort clients by status and most recent dialogue Segment clients by key advisory aspects 1. Add a […]
