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Administration

Administration: users, permissions and analytics

Manage users and roles, grant procedure permissions, follow the numbers and run the monthly certification sessions.

Administrators
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  1. Manage users

    User Management lists every user with their role, membership, activity and join date. Search by name, email or organisation. Use Change Role to move someone between Member, Staff, CertAdmin, Admin and Owner, then Save.

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  2. 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.

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  3. Read the analytics

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

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  4. 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.

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  5. 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.

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  6. 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.

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Good to know
  • Only change a role when you are sure. A role changes what the person sees at their next sign in.