Font sizes - Reports

I wonder if the font shouldn’t be a bit larger in the reports. Is it 12pt? Seems smaller.

Formatting issues

Page header

Personalized note

Like to be able to send a personalized note when I invite someone to take the PHASE assessment. “Hey John, this is the PHASE system I mentioned in our meeting. It’s not spam. Let me know if you have any issue with it -should be self-explanatory.

As an admin I would like to see the same report my client receives as well as my advisor report

Ability to add more seats

When advisors run out of seats they need a path to add more seats

New user onboarding

As a new user (advisor and customer) I need to be given a tutorial on the key functionality

Help system

As a financial advisor or as an end-user, I need help documentation in case I run into issues.

Links expire after 24 hours

Currently an invite link expires after 24 hours. This is a key security concern to reduce brute-force attacks and cannot be changed. However we need a method where users can request a new invite link.

Whitespace on Phase Advisor Report

There needs to be whitespace between the Client Phase and Title

Remove firm logo from PHASE Advisor Report

Change name of "PHASE™ CLIENT REPORT" to "PHASE™ ADVISOR REPORT

column for client scores

Perhaps on the customer page a column added that shows the cumulative score of each Customer so that I can quickly go to the page and remind myself of each of my customer’s scores? to the Right of the Completed column, maybe.