Professionals

The Professionals area is where System administrators manage educational professionals across all Supplier organizations: browse and search professional accounts, assign Guest users to suppliers as professionals, update spoken languages and status, remove professionals when allowed, and review or cancel pending invitations platform-wide.

Accessing Professionals

1. Sign in with a System administrator account.
2. In the left sidebar, open the SUPPLIERS section.
3. Click Professionals.

Page structure

The Professionals section has two tabs:

Use the tab bar below the Professionals heading to switch between them.

List tab

Search

Use the Search field to find professionals by first name, last name, or email. Results update automatically as you type. If nothing matches, a “no results” message is shown.

Table columns

Pagination shows Showing X–Y of Z results (20 professionals per page by default).

Soft-deleted professionals may still appear in the list with distinct styling.

Sorting

Open the column header menu (three dots) on sortable columns and choose Sort ascending or Sort descending.

Row actions

Open the Actions menu (⋮) on a row.

Add professional

Click ADD PROFESSIONAL above the table to open the Add professional side panel.

Use this flow when the person already has a Guest account and you want to add them to a supplier immediately—without sending an email invitation.

Click CREATE to save. The user receives the Professional role, is linked to the selected supplier, and is notified in-app and by email. If a previously removed professional record exists for the same user and supplier, it is restored instead of creating a duplicate.

Edit professional

From the list, choose Edit to open Edit professional.

Click UPDATE to save. Status changes are logged and the professional is notified when applicable.

View professional (user profile)

View on the List tab opens Users → that person’s profile. Scroll to the Roles column on the right.

For each Professional affiliation (one block per supplier), the block shows status, languages, and two actions:

The same buttons appear when you open the user from Users directly. Supplier administrators do not use this path—they use View on their own Professionals list, which does not include these management dialogs.

Manage classrooms

Click MANAGE CLASSROOMS to open the Classrooms dialog.

The header explains that the default classroom is used as the default for that professional’s events. If none exist yet, you see No classrooms are created yet. and a note that you can create up to 5 classrooms using CREATE CLASSROOM.

Add a classroom

1. Click CREATE CLASSROOM (disabled when the professional already has five classrooms).
2. In Add classroom, enter:
   • Title — display name for the classroom (required).
   • URL — valid link to the meeting or learning space (required).
3. Click CREATE or CLOSE.

The new classroom appears in the list. The first classroom created becomes the default automatically.

Manage existing classrooms

When classrooms exist, each entry is shown under Default with a radio button:

Click CLOSE at the bottom of the Classrooms dialog to return to the user profile.

Manage competence

Click MANAGE COMPETENCE to open the Competence dialog.

Competence defines which subjects and subject areas the professional is qualified for. Service administrators use this when matching professionals to applications. If none is configured, you see No competence is added.

Add competence

1. Click ADD COMPETENCE.
2. In Add competence, choose a Subject from the dropdown (subjects already fully assigned to this professional are not listed). Options show the subject name and code, for example Administration - ADI.
3. When the subject has subject areas, select one or more checkboxes (for example Administration 1, Administration 2). At least one subject area is required.
4. Click CREATE or CLOSE.

If the chosen subject has no subject areas configured in Subjects, a message asks you to pick a subject that has areas.

Manage existing competence

Each assigned subject appears as a row with:

• The subject name
• Subject area chips listing the areas currently assigned
• Edit (pencil) — opens a panel to change which subject areas are selected for that subject; click UPDATE to save (at least one area must remain selected)
• Delete (trash) — removes all subject-area competence for that subject; you must type DELETE in the confirmation field to confirm

Click CLOSE at the bottom of the Competence dialog to return to the user profile.

Remove a professional

Remove soft-deletes the professional record. The user loses the Professional role for that supplier and is notified in-app and by email.

Removal is blocked when the professional has critical related data, including:

• A confirmed professional invitation on an on-request application
• Assignment to one or more course instances

In that case the dialog explains that removal is not allowed until those assignments are resolved.

Invitations tab

This tab lists professional invitations for all suppliers. System administrators can cancel any invitation (the pending invite is removed and the acceptance link no longer works). You cannot invite or resend from this screen—Supplier admins do that on their own Professionals → Invitations tab.

Table columns

Row actions

When a Supplier admin invites someone, the invitee receives a signed link (valid for two days) to accept the Professional role. If the email already belongs to an existing user who accepts, the invitation is cleared when the professional record is created.

How Professionals relates to other areas

For day-to-day delivery (applications, courses, calendar, invitations to teach), see the Professional role documentation.