Account Overview

What is a service administrator account?

A service administrator account is designed for users who are responsible for managing one or more Services offered on the platform. A Service represents an educational offering (such as a category of courses or on-request services) that customers can apply for. The Service admin oversees everything related to the services they administer, including applications, courses, course instances, and the scheduling of professionals for those services.

Service Administrator Account Activities

Service administrators can engage in service-level coordination activities, including:

  • Service Catalogue Management: Maintain the services they administer and the courses, course instances, and related documentation offered under them
  • Application and Professional Coordination: Process the applications and course applications for their services, manage their attendees, and assign the professionals who deliver the work
  • Scheduling, Attendance, and Follow-Up: Schedule activities and monitor attendance and follow-ups for the services they administer

How to get a service administrator account?

Service administrator accounts are created by a System administrator. The administrator assigns one or more existing users as Service admins when creating or updating a Service. The selected users must already have an account in the system and must not hold conflicting roles.

Step-by-Step Process

  1. Contact a System Administrator

    • Reach out to platform support and request to be assigned as a Service admin for one or more services
    • Provide the email address of the user account that should be assigned the role
    • Provide the list of services you should administer

  2. User Account Preparation

    • The user who will become a Service admin must first have a user account in the system
    • If the user does not have an account yet, a System administrator will create one as a Guest user
    • The user must only hold the Guest or Service admin role to be eligible

  3. Service Assignment

    • A System administrator opens the Service the user should administer (or creates a new one)
    • The user is added to the list of service administrators for that service
    • The Service admin role is granted automatically by the system on the service team

  4. Account Access

    • The user receives confirmation that they are now a Service admin
    • Log in to access the services, applications, courses, and calendar data tied to the assigned services

Important Notes

  • System Administrator Required: Only a System administrator can assign or remove the Service admin role for a service
  • No Self-Registration: Service administrator access cannot be requested through a public form; it must be granted by a System administrator
  • Role Compatibility: A user can only be assigned as Service admin if their existing roles are limited to Guest and/or Service admin. Users holding Customer admin, Supplier admin, Professional, Mentor, Applicant, Attendee, System admin, or Economy admin (or who have pending professional or mentor invitations) cannot be assigned as Service admin
  • Multiple Service Administrators: Each service can have several Service admins at the same time, and each user can administer several services
  • Scope is Per Service: Being a Service admin for one service does not grant access to other services

If you have any questions about the service administrator account creation process, please contact platform support for assistance.