Administration: users, permissions and analytics

Manage people and accounts in the CRM

There is no separate page of users any more: everybody who has an account is a person in the CRM, with the prospects, the partners and the organisations. Use the filters Everybody and Type of account to find people, and open a person. Under Account, change the type of account (Registered, Member, Staff, CertAdmin, Admin, Owner), give a membership (the owner only) or set the access to the workspace of the team. An administrator cannot change an owner account.

This page needs a free account.

Grant procedure permissions

Under Access Permissions select a user and a permission such as HR Officer, QA Officer, Finance Officer, Line Manager or AIT Supervisor, add notes if you wish and press Grant. Revoke removes it. These control who can act on procedure steps.

Read the analytics

Analytics shows users, active members, missions, tutorials completed, revenue and the certification pipeline.

Open certification sessions

Under Certification sessions press New session. Give it a title, the start and end of the week and the registration deadline, then Create the session. Close a session when registration ends, or delete it if it is not needed.

Grade the papers

Cert Grading lists the candidate papers submitted for grading, split into To grade and Graded. Open a paper to read it and give the grade.

Send daily motivation messages

Motivations holds the daily messages in English and French. Write a motivation, approve it, then send it by email to all active members. A sent message is marked Sent.