Privacy and sharing in Portal

Use personality reports for a clear professional purpose. Explain that purpose to participants, who will see their results and how they can ask questions.

Choose what you share

The owner’s full report and professional workspace are separate from the recipient report. Report Templates determine the client’s sections. Review the client version before sending it. Treat its link as private: a person who has the link may be able to open it.

For Couples, the professional confirms that they are authorized to use both reports together. That confirmation does not ask either person for consent or replace your agreement with them.

Questions about data

Read the Privacy Policy and Terms for the applicable policies. Contact support if you need information about access, retention, deletion or your organization’s requirements.

If you believe a shared report has been misused, open Report abuse from the report. The message goes to the B5 Portal team; your email is optional if you want a reply.