Invite a trainer or another admin

Where: Contacts → Trainers

Add a trainer

1. Click "Contacts" in the sidebar, then "Trainers".
2. Click "Add Trainer".
3. Fill in "First Name", "Last Name", and "Email".
4. Pick a "Credential Tier": "1A — Full Trainer & Assessor", "1B — Assessor Only", "1C — Under Direction", "1D — Under Supervision", or "Industry Expert". The tier controls what they can mark on their own.
5. Pick an "Employment Type" (Full Time, Part Time, Casual, or Contractor).
6. Add credential details if you have them: "TAE Qualification", "TAE Completion Date", "WWCC Number" and "WWCC Expiry" (Working with Children Check), "First Aid Expiry", "Police Check Date".
7. Click "Create Trainer".

Expiry dates drive the credential alerts on your dashboard and the trainer matrix under "Compliance", so it's worth filling them in.

Add another admin

1. Go to the Admins page at /people/admins.
2. Click "Add admin", enter their name and email, and confirm.

What happens next New trainers and admins receive a login email. Deactivate access from the same pages when someone leaves.