How do I sell assessment responses to a partner organization?

To sell assessment responses to a partner organization, use Allotments combined with Price Lists. This lets a partner buy a block of responses upfront, use them over time, and have all usage tracked against their organization.

The setup has five high-level steps.

Step 1 - Connect Stripe

If Stripe is not already connected, configure it under Site Settings > Integrations > Stripe. Stripe is required for any purchase to be processed. See Integrating with Stripe.

Step 2 - Enable Allotments

In Site Settings > Features, tick the Use Allotments checkbox. This makes the Allotments and Price List functionality available across the platform.

Step 3 - Create a Price List for the assessment

A Price List defines how much the partner pays per response (or per cohort). You can configure volume bands (tiered pricing), multiple currencies, and date-valid pricing.

1. Navigate to Assessment Settings > Pricing tab.
2. Under Allotment Pricing, click Add Response Price.
3. Fill in the pricing details for the partner.

For full details on price bands and currencies, see Setting Up Price Lists.

Step 4 - Configure the partner organization

1. Create the organization under Organizations (or open the existing one).
2. Set Response Allotment to Can be Purchased.
3. On the organization's settings, link it to the Price List created in Step 3.

Step 5 - Give the partner a manager login

So the partner can log in and purchase allotments themselves, add a Manager user linked to their organization and to the assessment. See How do I set up a manager for an organization? for the full steps.

Once logged in, the partner can purchase allotments through the Partner Portal. Each purchase goes through Stripe and the allotment is immediately available to them.

Alternatively, an administrator can purchase the allotment on the partner's behalf from the Allotments screen.

For full details, see Managing Allotments, Setting Up Price Lists, and Configuring the Partner Portal.