Documentation

Account Overview

Mon, 01 Jan 0001 00:00:00 +0000

What is an applicant account?

An applicant account is designed for users who create and manage applications on behalf of one or more Customer organizations. Applicants act as the operational contact who submits applications for educational services and courses, manages attendees, and follows the application through its lifecycle until it is accepted, approved, or rejected.

Applicant Account Activities

Applicants can engage in application-related activities on behalf of their assigned customer organizations, including:

Account Overview

Mon, 01 Jan 0001 00:00:00 +0000

What is an attendee account?

An attendee account represents a person who actively participates in educational activities on the platform. Attendees are the learners who attend learning sessions for which the customer applied. The Attendee role gives the user basic platform access, including their dashboard and calendar.

Attendee Account Activities

See your activities: View the sessions you have been added to from your dashboard
Use your personal calendar: Check upcoming events and times on your calendar

Attendees do not create, change, or delete applications, sessions, files, or any other records on the platform.

Account Overview

Mon, 01 Jan 0001 00:00:00 +0000

What is a customer account?

A customer account represents an organization that is entitled to buy services on the platform.

Each customer organization has one user assigned with the Customer admin role. This user acts on behalf of the customer organization and is its primary point of contact on the platform.

Customer Admin Account Activities

Customer administrators can engage in customer-level activities on behalf of the organization, including:

Service Discovery and Applications: Browse the services and courses available on the platform and submit applications on behalf of the organization
Customer User Management: Invite and maintain the additional users (such as Applicants and Mentors) that act for the customer organization
Billing and Organization Maintenance: Manage the organization’s billing accounts and keep the organization’s information up to date

How to get a customer account?

To become a customer organization in the system, submit the application form available on the platform website. Once your application is submitted, a System administrator will review it and create your customer account.

Account Overview

Mon, 01 Jan 0001 00:00:00 +0000

What is an economy administrator account?

An economy administrator account is designed for users who are responsible for handling the financial and billing operations on the platform. The Economy admin has visibility into customers from a financial perspective and manages billing accounts, invoices, and transactions across the platform.

Economy Administrator Account Activities

Economy administrators can engage in platform-wide financial activities, including:

Customer Financial Overview: Access customer organizations’ billing information and keep it up to date
Billing Account Management: Maintain customers’ billing accounts, including shared accounts used for joint billing arrangements
Invoicing and Transactions: Manage invoice documents and the financial transactions tied to customers’ billing accounts

How to get an economy administrator account?

Economy administrator accounts are created directly by a System administrator. This role is not available through self-registration or invitation flows and is reserved for internal personnel who handle the platform’s finances.

Account Overview

Mon, 01 Jan 0001 00:00:00 +0000

What is a guest account?

A guest account is the default account type in the platform. Every new user that registers in the system or is created by a System administrator without a more specific role starts as a Guest. The guest role is intentionally minimal: it provides basic platform access and acts as the starting point from which users are later promoted to a more specific role such as System admin, Economy admin, Applicant, Service admin, Customer admin, Supplier admin, Professional, or Mentor.

Account Overview

Mon, 01 Jan 0001 00:00:00 +0000

What is a mentor account?

A mentor account is designed for people who follow up on educational activities on behalf of a Customer organization. Mentors are typically people from inside the customer organization (or trusted by it) — who oversee specific applications and stay in contact with the learners participating in those activities.

A mentor account is always tied to one customer organization and to the specific applications the mentor is assigned to. If you mentor for several customer organizations, each one invites you separately.

Account Overview

Mon, 01 Jan 0001 00:00:00 +0000

What is a professional account?

A professional account is designed for users who are intended to deliver education on behalf of an organization that is registered as a Supplier in the system. These users serve as educational professionals who provide teaching and coaching services to learners.

Professional Account Activities

Professional account holders can engage in various educational activities, including:

Teaching: Delivering structured educational content and lessons
Coaching Sessions: Providing personalized guidance and support as part of courses
On-Request Services: Offering specialized educational services based on specific learner needs

Subject Expertise Requirements

All professional activities are always related to specific subjects where the professional has:

Account Overview

Mon, 01 Jan 0001 00:00:00 +0000

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.

Account Overview

Mon, 01 Jan 0001 00:00:00 +0000

What is a supplier administrator account?

A supplier administrator account represents an organization that is registered as a Supplier in the system. A Supplier is an organization that provides educational professionals who deliver teaching, coaching, and on-request services on the platform.

Each supplier organization has exactly one user assigned with the Supplier admin role. This user acts on behalf of the supplier organization and is its primary point of contact.

Account Overview

Mon, 01 Jan 0001 00:00:00 +0000

What is a system administrator account?

A system administrator account is the top-level account in the platform. The System administrator has the broadest set of permissions in the system and is responsible for the overall configuration and governance of the platform. This role manages all organizations, users, services, and operational data, and acts as the central authority that enables all other roles to exist and function.

System Administrator Account Activities

System administrator account holders can engage in a wide range of platform-wide activities, including:

My Account

Mon, 01 Jan 0001 00:00:00 +0000

The My account tab shows your organization’s private billing account — the account created automatically when your customer account was set up. Here you can review your balance and the full transaction history.

Open Billing in the sidebar, then select the My account tab.

Accessing My Account

Sign in with a Customer administrator account.
Click Billing in the sidebar.
Select the My account tab (selected by default).

Balance summary

At the top of the page, a summary card shows three values:

On request services

Mon, 01 Jan 0001 00:00:00 +0000

Open this area from Applications → On request services (tab bar on the platform).

Accessing the list

Sign in as an Applicant.
Open APPLICANT → Applications.
Select the On request services tab.

Page layout

Area	Description
Tab bar	Switch between application types
Filters	SHOW FILTERS / HIDE FILTERS
Search	Text search; filters the table as you type
Table	Paginated list of applications with sortable columns (column header menu)
Results	Showing X–Y of Z results (20 applications per page by default)

Which applications you see

On-request applications for the customer organizations you work for as an applicant.

On request services

Mon, 01 Jan 0001 00:00:00 +0000

Open this area from Applications → On request services (tab bar on the platform).

Accessing the list

Sign in as a Customer administrator.
Open CUSTOMER → Applications.
Select the On request services tab.

The page title remains Applications.

Page layout

Area	Description
Tab bar	Switch between On request services, Scheduled services (courses), and Ongoing courses
Filters	SHOW FILTERS / HIDE FILTERS
Search	Text search; filters the table as you type
Table	Paginated list of applications with sortable columns (column header menu)
Results	Showing X–Y of Z results (20 applications per page by default)

Which applications you see

You see on-request service applications that belong to your customer organization only. Applications for other customers, or applications you are not linked to, do not appear.

On request services

Mon, 01 Jan 0001 00:00:00 +0000

Open this area from Applications → On request services (tab bar on the platform).

Accessing the list

Sign in as a Mentor.
Open MENTOR → Applications.
Select the On request services tab.

Page layout

Area	Description
Tab bar	On request services and Scheduled services (courses)
Filters	SHOW FILTERS / HIDE FILTERS
Search	Text search; filters the table as you type
Table	Paginated list of applications with sortable columns (column header menu)
Results	Showing X–Y of Z results (20 applications per page by default)

Which applications you see

On-request applications where you are listed as the Mentor on the application, and the status is PROCESSING, ACCEPTED, REJECTED, STOPPED, or COMPLETED. Applications in earlier statuses (for example DRAFT or NEW) do not appear in your list.

On request services

Mon, 01 Jan 0001 00:00:00 +0000

Open this area from Applications → On request services (tab bar on the platform).

Accessing the list

Sign in as a Professional.
Open PROFESSIONAL → Applications.
Select the On request services tab.

The page title is My applications.

Page layout

Area	Description
Tab bar	Switch between On request services, Scheduled services (courses), and Ongoing courses
Filters	SHOW FILTERS / HIDE FILTERS
Search	Text search; filters the table as you type
Table	Paginated list of invitations with sortable columns (column header menu)
Results	Showing X–Y of Z results (20 invitations per page by default)

Which invitations you see

You see invitations sent to you as a professional for on-request service applications. Invitations for other professionals, or invitations on applications where you were not invited, do not appear.

On request services

Mon, 01 Jan 0001 00:00:00 +0000

Open this area from Applications → On request services (tab bar on the platform).

Accessing the list

Sign in as a Service administrator.
Open CUSTOMERS → Applications.
Select the On request services tab.

Page layout

Area	Description
Tab bar	Switch between application types
Filters	SHOW FILTERS / HIDE FILTERS
Search	Text search; filters the table as you type
Table	Paginated list of applications with sortable columns (column header menu)
Results	Showing X–Y of Z results (20 applications per page by default)

Which applications you see

On-request applications where the application’s service is one you administer as Service administrator.

On request services

Mon, 01 Jan 0001 00:00:00 +0000

Open this area from Applications → On request services (tab bar on the platform).

Accessing the list

Sign in as a System administrator.
Open CUSTOMERS → Applications.
Select the On request services tab.

Page layout

Area	Description
Tab bar	Switch between application types
Filters	SHOW FILTERS / HIDE FILTERS
Search	Text search; filters the table as you type
Table	Paginated list of applications with sortable columns (column header menu)
Results	Showing X–Y of Z results (20 applications per page by default)

Which applications you see

All on-request service applications on the platform, across every customer organization and service.

Registration & authentication

Mon, 01 Jan 0001 00:00:00 +0000

What is a platform account?

Every person who uses the platform has a user account. Your account is your personal identity in the system: it holds your login credentials, profile information, security settings, and the roles assigned to you (for example applicant, professional, customer administrator, or system administrator).

You cannot create a platform account on your own—the platform has no public registration. Your account is created in one of two ways: you receive a platform user invitation and complete registration yourself, or a system administrator creates the account for you. Once your account exists, you can sign in on the login page using any of the available methods—your email and password, Google, or Microsoft—as long as you use the same email address that is registered on your account.

Dashboard

Mon, 01 Jan 0001 00:00:00 +0000

The Dashboard is your main landing page as an Applicant, providing an overview of your daily schedule and upcoming events.

Accessing the Dashboard

To access the Dashboard, click “Dashboard” in the main navigation menu.

Dashboard Features

Today’s Schedule

This section displays events scheduled for today only, helping you focus on your immediate responsibilities and current day’s activities.

Upcoming Events

This section displays all your scheduled events beyond today, providing a comprehensive view of your future commitments.

Dashboard

Mon, 01 Jan 0001 00:00:00 +0000

The Dashboard is your main landing page as an Attendee, providing an overview of your daily schedule and upcoming events. This is your central hub for staying informed about the events you are expected to attend.

Accessing the Dashboard

To access the Dashboard, click “Dashboard” in the main navigation menu.

Dashboard Features

Today’s Schedule

This section displays events scheduled for today only, helping you focus on your immediate responsibilities and current day’s activities.

Dashboard

Mon, 01 Jan 0001 00:00:00 +0000

The Dashboard is your main landing page as a Customer admin, providing an overview of your daily schedule and upcoming events. This is your central hub for managing your customer activities and staying informed about your schedule.

Accessing the Dashboard

To access the Dashboard, click “Dashboard” in the main navigation menu.

Dashboard Features

Today’s Schedule

This section displays events scheduled for today only, helping you focus on your immediate responsibilities and current day’s activities.

Dashboard

Mon, 01 Jan 0001 00:00:00 +0000

The Dashboard is your main landing page as an Economy admin. For this role the page is intentionally minimal: both dashboard blocks are always empty.

Accessing the Dashboard

To access the Dashboard, click “Dashboard” in the main navigation menu.

Dashboard Features

Today’s Schedule

Always shows “No events for today”.

Upcoming Events

Always shows “No upcoming events”.

The Economy admin role is a pure system role and cannot be combined with participating roles such as Attendee, Mentor, or Professional. Since only those participating roles have events shown on the dashboard, your Today’s Schedule and Upcoming Events blocks remain empty.

Dashboard

Mon, 01 Jan 0001 00:00:00 +0000

The Dashboard is your main landing page as a Guest. For a pure guest account the page is intentionally minimal: both dashboard blocks are empty.

Accessing the Dashboard

To access the Dashboard, click “Dashboard” in the main navigation menu.

Dashboard Features

Today’s Schedule

For a pure Guest, this blocks always shows “No events for today”.

Upcoming Events

For a pure Guest, this blocks always shows “No upcoming events”.

Invitations

If you have been invited to become an attendee on an ongoing course application and have not accepted yet, an Invitations block is shown. Each invitation is shown as a row with the course title, a short note that you are invited to participate as an attendee, and an Accept button on the right. After you accept, a success message is shown and that invitation is removed from the list. The block is hidden when you have no unaccepted invitations.

Dashboard

Mon, 01 Jan 0001 00:00:00 +0000

The Dashboard is your main landing page as a Mentor, providing an overview of your daily schedule and upcoming events. This is your central hub for managing your mentoring activities and staying informed about your schedule.

Accessing the Dashboard

To access the Dashboard, click “Dashboard” in the main navigation menu.

Dashboard Features

Today’s Schedule

This section displays events scheduled for today only, helping you focus on your immediate responsibilities and current day’s activities.

Dashboard

Mon, 01 Jan 0001 00:00:00 +0000

The Dashboard is your main landing page as a Professional, providing an overview of your daily schedule and upcoming events. This is your central hub for managing your professional activities and staying informed about your teaching schedule.

Accessing the Dashboard

To access the Dashboard, click “Dashboard” in the main navigation menu.

Dashboard Features

Today’s Schedule

This section displays events scheduled for today only, helping you focus on your immediate responsibilities and current day’s activities.

Dashboard

Mon, 01 Jan 0001 00:00:00 +0000

The Dashboard is your main landing page as a Service administrator. For this role the page is intentionally minimal: both dashboard blocks are always empty.

Accessing the Dashboard

To access the Dashboard, click “Dashboard” in the main navigation menu.

Dashboard Features

Today’s Schedule

Always shows “No events for today”.

Upcoming Events

Always shows “No upcoming events”.

The Service administrator role is a pure system role and cannot be combined with participating roles such as Attendee, Mentor, or Professional. Since only those participating roles have events shown on the dashboard, your Today’s Schedule and Upcoming Events blocks remain empty.

Dashboard

Mon, 01 Jan 0001 00:00:00 +0000

The Dashboard is your main landing page as a Supplier admin, providing an overview of your daily schedule and upcoming events.

Accessing the Dashboard

To access the Dashboard, click “Dashboard” in the main navigation menu.

Dashboard Features

Today’s Schedule

This section displays events scheduled for today only, helping you focus on your immediate responsibilities and current day’s activities.

Upcoming Events

This section displays all your scheduled events beyond today, providing a comprehensive view of your future commitments.

Dashboard

Mon, 01 Jan 0001 00:00:00 +0000

The Dashboard is your main landing page as a System administrator. For this role the page is intentionally minimal: both dashboard blocks are always empty.

Accessing the Dashboard

To access the Dashboard, click “Dashboard” in the main navigation menu.

Dashboard Features

Today’s Schedule

Always shows “No events for today”.

Upcoming Events

Always shows “No upcoming events”.

The System administrator role is a pure system role and cannot be combined with participating roles such as Attendee, Mentor, or Professional. Since only those participating roles have events shown on the dashboard, your Today’s Schedule and Upcoming Events blocks remain empty.

Scheduled services (courses)

Mon, 01 Jan 0001 00:00:00 +0000

Open this area from Applications → Scheduled services (courses) (tab bar on the platform).

Accessing the list

Sign in as an Applicant.
Open APPLICANT → Applications.
Select the Scheduled services (courses) tab.

Page layout

Area	Description
Tab bar	Switch between application types
Filters	SHOW FILTERS / HIDE FILTERS
Search	Text search; filters the table as you type
Table	Paginated list of applications with sortable columns (column header menu)
Results	Showing X–Y of Z results (20 applications per page by default)

Which applications you see

Scheduled course applications for the customer organizations you work for as an applicant.

Scheduled services (courses)

Mon, 01 Jan 0001 00:00:00 +0000

Open this area from Applications → Scheduled services (courses) (tab bar on the platform).

Accessing the list

Sign in as a Customer administrator.
Open CUSTOMER → Applications.
Select the Scheduled services (courses) tab.

Page layout

Area	Description
Tab bar	Switch between application types
Filters	SHOW FILTERS / HIDE FILTERS
Search	Text search; filters the table as you type
Table	Paginated list of applications with sortable columns (column header menu)
Results	Showing X–Y of Z results (20 applications per page by default)

Which applications you see

You see scheduled course applications submitted for your customer organization only.

Scheduled services (courses)

Mon, 01 Jan 0001 00:00:00 +0000

Open this area from Applications → Scheduled services (courses) (tab bar on the platform).

Accessing the list

Sign in as a Mentor.
Open MENTOR → Applications.
Select the Scheduled services (courses) tab.

Page layout

Area	Description
Tab bar	On request services and Scheduled services (courses)
Filters	SHOW FILTERS / HIDE FILTERS
Search	Text search; filters the table as you type
Table	Paginated list of applications with sortable columns (column header menu)
Results	Showing X–Y of Z results (20 applications per page by default)

Which applications you see

Scheduled course applications where you are listed as the Mentor on the application, in any status: PENDING, APPROVED, CANCELLED, REJECTED, or COMPLETED.

Scheduled services (courses)

Mon, 01 Jan 0001 00:00:00 +0000

Open this area from Applications → Scheduled services (courses) (tab bar on the platform).

Accessing the list

Sign in as a Professional.
Open PROFESSIONAL → Applications.
Select the Scheduled services (courses) tab.

Page layout

Area	Description
Tab bar	Switch between application types
Filters	SHOW FILTERS / HIDE FILTERS
Search	Text search; filters the table as you type
Table	Paginated list of applications with sortable columns (column header menu)
Results	Showing X–Y of Z results (20 applications per page by default)

Which applications you see

Scheduled course applications for course instances where you are the assigned professional, in any status: PENDING, APPROVED, CANCELED, REJECTED, or COMPLETED.

Scheduled services (courses)

Mon, 01 Jan 0001 00:00:00 +0000

Open this area from Applications → Scheduled services (courses) (tab bar on the platform).

Accessing the list

Sign in as a Service administrator.
Open CUSTOMERS → Applications.
Select the Scheduled services (courses) tab.

Page layout

Area	Description
Tab bar	Switch between application types
Filters	SHOW FILTERS / HIDE FILTERS
Search	Text search; filters the table as you type
Table	Paginated list of applications with sortable columns (column header menu)
Results	Showing X–Y of Z results (20 applications per page by default)

Which applications you see

Scheduled course applications where the course instance’s course belongs to a service you administer.

Scheduled services (courses)

Mon, 01 Jan 0001 00:00:00 +0000

Open this area from Applications → Scheduled services (courses) (tab bar on the platform).

Accessing the list

Sign in as a System administrator.
Open CUSTOMERS → Applications.
Select the Scheduled services (courses) tab.

Page layout

Area	Description
Tab bar	Switch between application types
Filters	SHOW FILTERS / HIDE FILTERS
Search	Text search; filters the table as you type
Table	Paginated list of applications with sortable columns (column header menu)
Results	Showing X–Y of Z results (20 applications per page by default)

Which applications you see

All scheduled course applications on the platform.

Shareable Accounts

Mon, 01 Jan 0001 00:00:00 +0000

The Shareable accounts tab lets Customer administrators create and manage billing accounts that are shared with other customer organizations. Use shareable accounts when multiple linked organizations should draw from the same balance.

The Shareable accounts tab appears under Billing when your organization has shared billing enabled, or when you already own at least one shareable account.

Prerequisites

Before you can create a shareable account, staff must complete two steps on your customer record:

User profile

Mon, 01 Jan 0001 00:00:00 +0000

After you sign in, open Profile from the user menu in the top-right corner of the application. The profile page is where you maintain your personal data and security settings while using the platform.

For signing in, registration, or password reset from the login page, see Registration & authentication.

Basic information

Update your account’s profile information and email address:

Profile photo: Upload a new photo with SELECT A NEW PHOTO.
Personal details: First name, last name, email, language, phone number, and other personal information.
Save: Click SAVE to apply changes.

If you change your email address, you may need to verify the new address via a confirmation email before it becomes active.

Calendar

Mon, 01 Jan 0001 00:00:00 +0000

As an Applicant, you create and manage applications on behalf of customer accounts—you do not use the calendar to follow events as a learner.

The Applicant role can only be combined with Mentor on the same account. If you have Applicant only, the calendar is usually empty. If you are also a Mentor, you see events for applications and course instances you mentor; see If you also have the Mentor role below.

Calendar

Mon, 01 Jan 0001 00:00:00 +0000

As an Attendee, the Calendar shows when you are expected to take part in an event. Use it to see what is coming up, whether a meeting is still on, and how to join.

Accessing the Calendar

Click Calendar in the main navigation menu.

Calendar layout

Control	Description
Day / Week / Month / Year / List	Change how time is displayed (week is the default).
Previous / Next	Move to another period.
Today	Return to the current date range.
Date range (title)	Click to open a date picker and jump to a specific date.
Show weekends	Show or hide Saturday and Sunday in week/day views.

On the left of the Show weekends row, hover the information icon to see what each event color means and whether participation is expected.

Calendar

Mon, 01 Jan 0001 00:00:00 +0000

As a Customer admin, the Calendar shows scheduled events for your customer account’s applications. You can review times, filter the schedule, and open event details or linked applications—you cannot create or change events.

Accessing the Calendar

Click Calendar in the main navigation menu.

Calendar layout

Control	Description
Day / Week / Month / Year / List	Change how time is displayed (week is the default).
Previous / Next	Move to another period.
Today	Return to the current date range.
Date range (title)	Click to open a date picker and jump to a specific date.
Show weekends	Show or hide Saturday and Sunday in week/day views.

On the left of the Show weekends row, hover the information icon to see what each event color means and whether participation is expected.

Calendar

Mon, 01 Jan 0001 00:00:00 +0000

As an Economy admin, the Calendar menu entry is available when you are signed in, but this role is not used to manage or view teaching schedules. Economy work is done in billing, transactions, and related areas.

Accessing the Calendar

Click Calendar in the main navigation menu if you need to confirm what the page looks like for support purposes.

Calendar layout

Control	Description
Day / Week / Month / Year / List	Change how time is displayed (week is the default).
Previous / Next	Move to another period.
Today	Return to the current date range.
Date range (title)	Click to open a date picker and jump to a specific date.
Show weekends	Show or hide Saturday and Sunday in week/day views.

On the left of the Show weekends row, hover the information icon to see what each event color means and whether participation is expected.

Calendar

Mon, 01 Jan 0001 00:00:00 +0000

As a Guest, you can open the Calendar to see events for applications and courses you are involved in as an attendee. Many guest accounts see an empty calendar until they are added as an attendee on an application or course.

Accessing the Calendar

Click Calendar in the main navigation menu.

Calendar layout

Control	Description
Day / Week / Month / Year / List	Change how time is displayed (week is the default).
Previous / Next	Move to another period.
Today	Return to the current date range.
Date range (title)	Click to open a date picker and jump to a specific date.
Show weekends	Show or hide Saturday and Sunday in week/day views.

On the left of the Show weekends row, hover the information icon to see what each event color means and whether participation is expected.

Calendar

Mon, 01 Jan 0001 00:00:00 +0000

As a Mentor, the Calendar helps you follow events for applications and course instances where you are assigned as mentor. You can review schedules and open classrooms, but you cannot change events from this page.

Accessing the Calendar

Click Calendar in the main navigation menu.

Calendar layout

Control	Description
Day / Week / Month / Year / List	Change how time is displayed (week is the default).
Previous / Next	Move to another period.
Today	Return to the current date range.
Date range (title)	Click to open a date picker and jump to a specific date.
Show weekends	Show or hide Saturday and Sunday in week/day views.

On the left of the Show weekends row, hover the information icon to see what each event color means and whether participation is expected.

Calendar

Mon, 01 Jan 0001 00:00:00 +0000

As a Professional, the Calendar is your working schedule: events where you teach, substitute, or take part as an attendee. You can filter the grid, update many of your own events, cancel them before they start, and track attendance on course events when that is enabled.

Accessing the Calendar

Click Calendar in the main navigation menu.

Calendar layout

Control	Description
Day / Week / Month / Year / List	Change how time is displayed (week is the default).
Previous / Next	Move to another period.
Today	Return to the current date range.
Date range (title)	Click to open a date picker and jump to a specific date.
Show weekends	Show or hide Saturday and Sunday in week/day views.

On the left of the Show weekends row, hover the information icon to see what each event color means and whether participation is expected.

Calendar

Mon, 01 Jan 0001 00:00:00 +0000

As a Service administrator, the Calendar shows scheduled events for services assigned to you. You can filter the schedule, create and update on-request events, manage course instance events through linked tools, and open event details within that scope.

Accessing the Calendar

Click Calendar in the main navigation menu.

Calendar layout

Control	Description
Day / Week / Month / Year / List	Change how time is displayed (week is the default).
Previous / Next	Move to another period.
Today	Return to the current date range.
Date range (title)	Click to open a date picker and jump to a specific date.
Show weekends	Show or hide Saturday and Sunday in week/day views.

On the left of the Show weekends row, hover the information icon to see what each event color means and whether participation is expected.

Calendar

Mon, 01 Jan 0001 00:00:00 +0000

As a Supplier admin, you can open the Calendar and use filters when events appear on your grid. See Which events you see for when anything is shown.

Accessing the Calendar

Click Calendar in the main navigation menu.

Calendar layout

Control	Description
Day / Week / Month / Year / List	Change how time is displayed (week is the default).
Previous / Next	Move to another period.
Today	Return to the current date range.
Date range (title)	Click to open a date picker and jump to a specific date.
Show weekends	Show or hide Saturday and Sunday in week/day views.

On the left of the Show weekends row, hover the information icon to see what each event color means and whether participation is expected.

Calendar

Mon, 01 Jan 0001 00:00:00 +0000

As a System admin, the Calendar gives you a platform-wide view of scheduled events. You can inspect any event, filter large schedules, and manage on-request application events directly from the calendar.

Accessing the Calendar

Click Calendar in the main navigation menu.

Calendar layout

Control	Description
Day / Week / Month / Year / List	Change how time is displayed (week is the default).
Previous / Next	Move to another period.
Today	Return to the current date range.
Date range (title)	Click to open a date picker and jump to a specific date.
Show weekends	Show or hide Saturday and Sunday in week/day views.

On the left of the Show weekends row, hover the information icon to see what each event color means and whether participation is expected.

Ongoing courses

Mon, 01 Jan 0001 00:00:00 +0000

Open this area from Applications → Ongoing courses (tab bar on the platform).

Accessing the list

Sign in as an Applicant.
Open APPLICANT → Applications.
Select the Ongoing courses tab.

Page layout

Area	Description
Tab bar	Switch between application types
Filters	SHOW FILTERS / HIDE FILTERS
Search	Text search; filters the table as you type
Table	Paginated list of applications with sortable columns (column header menu)
Results	Showing X–Y of Z results (20 applications per page by default)

Which applications you see

Ongoing course applications for the customer organizations you work for as an applicant.

Ongoing courses

Mon, 01 Jan 0001 00:00:00 +0000

Open this area from Applications → Ongoing courses (tab bar on the platform).

Accessing the list

Sign in as a Customer administrator.
Open CUSTOMER → Applications.
Select the Ongoing courses tab.

Page layout

Area	Description
Tab bar	Switch between application types
Filters	SHOW FILTERS / HIDE FILTERS
Search	Text search; filters the table as you type
Table	Paginated list of applications with sortable columns (column header menu)
Results	Showing X–Y of Z results (20 applications per page by default)

Which applications you see

You see ongoing course applications for your customer organization only.

Ongoing courses

Mon, 01 Jan 0001 00:00:00 +0000

You are responsible for every ongoing application assigned to you: review the attendee list, contact each attendee to agree a start date, send invitations so they confirm participation, and update the application accordingly.

Accessing the list

Sign in as a Professional.
Open PROFESSIONAL → Applications.
Select the Ongoing courses tab.

Page layout

Area	Description
Tab bar	Switch between application types
Filters	SHOW FILTERS / HIDE FILTERS
Search	Text search; filters the table as you type
Table	Paginated list of applications with sortable columns (column header menu)
Results	Showing X–Y of Z results (20 applications per page by default)

Which applications you see

Ongoing course applications where you are the assigned Professional on the course instance.

Ongoing courses

Mon, 01 Jan 0001 00:00:00 +0000

Open this area from Applications → Ongoing courses (tab bar on the platform).

Accessing the list

Sign in as a Service administrator.
Open CUSTOMERS → Applications.
Select the Ongoing courses tab.

Page layout

Area	Description
Tab bar	Switch between application types
Filters	SHOW FILTERS / HIDE FILTERS
Search	Text search; filters the table as you type
Table	Paginated list of applications with sortable columns (column header menu)
Results	Showing X–Y of Z results (20 applications per page by default)

Which applications you see

Ongoing course applications where the course belongs to a service you administer.

Ongoing courses

Mon, 01 Jan 0001 00:00:00 +0000

Open this area from Applications → Ongoing courses (tab bar on the platform).

Accessing the list

Sign in as a System administrator.
Open CUSTOMERS → Applications.
Select the Ongoing courses tab.

Page layout

Area	Description
Tab bar	Switch between application types
Filters	SHOW FILTERS / HIDE FILTERS
Search	Text search; filters the table as you type
Table	Paginated list of applications with sortable columns (column header menu)
Results	Showing X–Y of Z results (20 applications per page by default)

Which applications you see

All ongoing course applications on the platform.

Shared Accounts

Mon, 01 Jan 0001 00:00:00 +0000

The Shared accounts tab lists billing accounts that other customer organizations have shared with your organization. You can use these accounts when submitting applications.

The Shared accounts tab appears under Billing when at least one other organization has shared a billing account with you.

Accessing Shared Accounts

Sign in with a Customer administrator account.
Click Billing in the sidebar.
Select the Shared accounts tab.

Shared accounts list

Table columns

Column	Description
Title	Account name set by the owning organization. Sortable
Shared by	Organization that owns and shared the account. Sortable
Available amount	Funds available on the account for new applications
Actions	Row menu

Row actions

Action	Description
View	Opens the account transaction ledger

Using a shared account

When submitting an application (on-request, scheduled, or ongoing), you can select a shared billing account in the billing step if it belongs to an organization that has shared it with you. If the account has Negative balance allowed enabled, it is shown as *Negative balance allowed next to the available amount — see My account for what this means.

Courses

Mon, 01 Jan 0001 00:00:00 +0000

The Courses area is where Service administrators create and maintain the course catalogue for the scheduled services they administer: course definitions, documents, course instances, and session schedules. Customers and applicants browse published instances from Available courses; you prepare everything here before it goes live.

Courses appears under SYSTEM in the sidebar only when you administer at least one scheduled service. If you only administer on-request services, this menu item is hidden. You only see and manage courses linked to your services.

What are courses?

A course is a scheduled educational offering tied to one scheduled service and one subject. Customers buy seats on course instances (a specific run of the course with its own code, dates, language, professional, and price).

Customers

Mon, 01 Jan 0001 00:00:00 +0000

The Customers area gives Economy administrators read and financial access to every customer account on the platform. You use this area to review customer accounts, keep their organization and billing information up to date, and manage shared billing accounts.

The Customers menu item appears under the CUSTOMERS section in the sidebar. Economy administrators can browse, view, and export customers, edit organization and billing information, and manage shared accounts.

Accessing Customers

Sign in with an Economy administrator account.
In the left sidebar, open the CUSTOMERS section.
Click Customers.

Customers list

The list shows all customer accounts, including soft-deleted ones. Deleted rows are styled differently and display a DELETED badge in the Status column.

Details

Mon, 01 Jan 0001 00:00:00 +0000

The Details page provides a comprehensive overview of your customer organization profile, customer admin information, and billing details. This is your hub for reviewing and managing your organization’s account information.

Accessing the Details Page

To access the Details page, click “Details” in the main navigation menu.

Organization Header

The top section displays your organization’s key information:

Organization Name: Name of your customer organization
Status: Current status of your organization (e.g., “ACTIVE”)
Location: Physical address and region of your organization

Organization Details

This section displays comprehensive information about your customer organization:

Details

Mon, 01 Jan 0001 00:00:00 +0000

Details is your professional profile page: personal user information, your affiliation with the Supplier organization, and Classrooms you use for event delivery. You manage classrooms here; spoken languages, status, and competence are maintained by your Supplier administrator or a System administrator.

Accessing Details

Sign in with your Professional account.
In the left sidebar, open the PROFESSIONAL section.
Click Details.

Page layout

The page is arranged in sections from top to bottom:

Details

Mon, 01 Jan 0001 00:00:00 +0000

The Details page is your hub for reviewing your supplier organization’s profile and your own Supplier admin information. You can keep the organization’s legal and contact data up to date; personal account settings (such as password or profile photo) are managed elsewhere.

A Supplier organization on the platform is the operational account for a real-world organization that provides educational professionals who deliver teaching and coaching. Service administrators match your professionals to on-request applications and course instances.

My activities

Mon, 01 Jan 0001 00:00:00 +0000

The My activities page gives you, as an Attendee, a read-only overview of every regular and ongoing course you participate in — courses you have finished, are currently taking, or are scheduled to take in the future. Each course instance appears as its own card in a grid.

Attendees see My activities in the main navigation menu, after Dashboard and Calendar. The page is for viewing your courses only; you cannot change applications or attendance from here.

Accessing My activities

Sign in with an account that has the Attendee role.
In the left sidebar, click My activities.

The page title is My activities.

Services

Mon, 01 Jan 0001 00:00:00 +0000

The Services page is the catalogue of on-request services that you can apply for on behalf of any customer organization that is assigned to you. Each card describes one service – its name, the organization that delivers it, the hourly price, cover image and any documents shared by the service owner. From here you can read the full description and submit an application on behalf of one of your assigned customers.

Users

Mon, 01 Jan 0001 00:00:00 +0000

The Users area is where System administrators manage accounts across the platform: browse and search users, create accounts, edit profiles, reset passwords, review change history, handle privacy removal requests, and anonymize users when appropriate.

Only users with the System administrator role can open Users. The menu item appears under SYSTEM in the sidebar. No other role has access to this section.

Accessing Users

Sign in with a System administrator account.
In the left sidebar, open the SYSTEM section.
Click Users.

Page structure

The Users section has two tabs:

Billing Accounts

Mon, 01 Jan 0001 00:00:00 +0000

The Billing accounts area gives Economy administrators access to every customer billing account on the platform. You use this area to review account balances, inspect the transaction ledger, and control whether an account may go into negative balance.

The Billing accounts menu item appears under the BILLING section in the sidebar.

Accessing Billing Accounts

Sign in with an Economy administrator account.
In the left sidebar, open the BILLING section.
Click Billing accounts.

Billing account types

Every customer organization has at least one billing account. There are two types:

Courses

Mon, 01 Jan 0001 00:00:00 +0000

The Courses page (Available courses) is your catalogue of published course instances you can open and apply for on behalf of customer organizations you represent. Each instance belongs to a course under a scheduled service on the platform. Applying always requires you to select which customer the application is for.

Applicants see Courses under the APPLICANT section in the sidebar, between Services and Applications. You browse instances here; submitted applications are managed under Applications.

Accessing Available courses

Sign in with an Applicant account.
In the left sidebar, open the APPLICANT section.
Click Courses.

The page title is Available courses.

Invitations

Mon, 01 Jan 0001 00:00:00 +0000

The Invitations area gives Supplier administrators an overview of every application-level professional invitation sent to the professionals in their organization. From here you can see which of your professionals have been invited to deliver a service on a customer’s application, track each invitation’s status and the professional’s response, open the related application, and decline (reject) a pending invitation on a professional’s behalf.

This page is not for inviting people to join your supplier as a professional. This Invitations page lists invitations to work on specific customer applications.

Accessing Invitations

Sign in with your Supplier admin account.
In the left sidebar, open the SUPPLIER section.
Click Invitations.

Invitations list

The list shows all application professional invitations for the professionals that belong to your supplier organization.

Invoice Documents

Mon, 01 Jan 0001 00:00:00 +0000

The Invoice documents tab lets Customer administrators view finalized billing documents for their organization. These documents group withdrawal and credit transactions and represent billing that has been processed.

The Invoice documents tab appears under Billing in the tab navigation.

Customer administrators can view finalized invoice documents only.

Accessing Invoice Documents

Sign in with a Customer administrator account.
Click Billing in the sidebar.
Select the Invoice documents tab.

What you see

The list shows only Invoiced (finalized) documents for your organization.

Organizations

Mon, 01 Jan 0001 00:00:00 +0000

The Organizations area is where System administrators maintain master organization records in the platform. Each organization stores legal identity, location, and contact details. The same record can later be linked to a Supplier account, a Customer account, both, or neither—those accounts are created and managed under Suppliers and Customers.

Only users with the System administrator role can open Organizations. The menu item appears under SYSTEM in the sidebar, below Users. No other role has access to this section.

Accessing Organizations

Sign in with a System administrator account.
In the left sidebar, open the SYSTEM section.
Click Organizations.

Organizations list

The list shows all organizations, including soft-deleted ones. Deleted rows are styled differently and display a DELETED badge next to the name.

Services

Mon, 01 Jan 0001 00:00:00 +0000

The Services page lists every service for which you are assigned as a Service administrator. From here you can review the full service profile, update the parts of a service that service administrators are allowed to change, and (for on-request services) open the documents associated with the service.

Access

You only see services where you have been added as a service administrator. New services are created by System administrators, who also assign the service administrators and choose the delivery types, subject categories and organization owner.

To open the page, click Services in the SYSTEM section of the main navigation menu.

Attendance

Mon, 01 Jan 0001 00:00:00 +0000

The Attendance area lets Mentors view attendance for attendees on scheduled course applications where you are assigned as mentor. You cannot change attendance statuses, course completion status, or attendance adjustments.

Only courses with Attendance tracking enabled have sessions and data here. Applications and instances without tracking do not appear.

Attendance appears under MENTOR in the sidebar. You see sessions and attendees only when you are linked to the Course application as mentor.

Accessing Attendance

Sign in with a Mentor account.
In the left sidebar, open MENTOR.
Click Attendance.

The page title is Attendance. Four tabs share the same heading:

Follow ups

Mon, 01 Jan 0001 00:00:00 +0000

The Follow ups page lists discussion threads linked to applications on services you administer. Use it to open follow-up conversations with Customer administrators, Mentors, and Professionals about progress on on-request, scheduled, or ongoing applications.

As a Service administrator, you can create follow ups on applications within your services, view follow ups others created on those same applications, and manage threads you created. You can also comment, pin comments, and mark comments as seen.

Mentors

Mon, 01 Jan 0001 00:00:00 +0000

The Mentors area is where you, as a Customer admin, manage the mentors for your customer organization. Mentors are people you invite to help follow up on your attendees, and you can optionally allow a mentor to submit applications on behalf of your organization.

Accessing Mentors

Click Mentors in the main navigation menu.

If your customer account has been deactivated, the Mentors area is not available. Contact an administrator for more information.

Page structure

The Mentors section has two tabs:

My Courses

Mon, 01 Jan 0001 00:00:00 +0000

The My courses page lists published course instances where you are assigned as the Professional. Use it to review schedules, materials, and capacity before and during delivery. You do not create courses here—that is done by System administrators or Service administrators.

My courses appears under the PROFESSIONAL section in the sidebar. You only see instances assigned to you.

What are courses?

Courses are predefined educational offerings with scheduled sessions. Customer organizations apply for seats; they cannot change the session times you deliver.

Professionals

Mon, 01 Jan 0001 00:00:00 +0000

The Professionals area is where Supplier administrators manage their organization’s pool of educational professionals: view active and inactive members, invite new professionals by email, update languages and status, remove professionals when allowed, and track outstanding invitations.

Only users with the Supplier admin role for an active supplier can manage Professionals. The menu item appears under SUPPLIER in the sidebar. If the supplier account is inactive, access to this section is denied.

Accessing Professionals

Sign in with your Supplier admin account.
In the left sidebar, open the SUPPLIER section.
Click Professionals.

Page structure

The Professionals section has two tabs:

Subjects

Mon, 01 Jan 0001 00:00:00 +0000

The Subjects area is where System administrators manage the subjects used by services, courses and applications across the platform: browse and search subjects, create new entries, edit and delete platform-managed records, and maintain the supporting entities that describe them — Subject areas, Categories, and School types.

Only users with the System administrator role can open Subjects. The menu item appears under SYSTEM in the sidebar. No other role has access to this section.

Accessing Subjects

Sign in with a System administrator account.
In the left sidebar, open the SYSTEM section.
Click Subjects.

Page structure

The Subjects section has four tabs:

Attendance

Mon, 01 Jan 0001 00:00:00 +0000

The Attendance page is where you record and review attendance for course instance sessions on which you are the assigned professional.

Only courses with Attendance tracking enabled have sessions and data here. Applications and instances without tracking do not appear.

Attendance tracking enabled is set when a System administrator or Service administrator creates or edits the course. If a course you teach is missing, ask your administrator whether tracking is enabled. See My courses for the instances assigned to you.

Accessing Attendance

Sign in with a Professional account.
In the left sidebar, open the PROFESSIONAL section.
Click Attendance.

The page title is Attendance. Four tabs share the same heading:

Courses

Mon, 01 Jan 0001 00:00:00 +0000

The Courses area is where System administrators create and maintain the course catalogue: course definitions, documents, course instances, and session schedules. Customers and applicants browse published instances from Available courses; you prepare everything here before it goes live.

Only users with the System administrator role can open Courses under SYSTEM in the sidebar. Service administrators who administer scheduled services see the same tools, but only for courses linked to their services.

What are courses?

Follow ups

Mon, 01 Jan 0001 00:00:00 +0000

The Follow ups page lists discussion threads on applications you mentor where the creator invited Mentors to participate and selected you on that thread. Use it for oversight — read updates from Professionals and Service administrators and add your own observations as comments.

You cannot create, edit, or delete follow ups. Your role is to view assigned threads and comment when included as a participant.

Follow ups appears under the MENTOR section in the sidebar. You only see threads where mentor participation was enabled and you were selected among the mentors on the related application.

Accessing Follow ups

Sign in with a Mentor account.
In the left sidebar, open the MENTOR section.
Click Follow ups.

The page title is Follow ups. There is no CREATE button.

Invitations

Mon, 01 Jan 0001 00:00:00 +0000

The Invitations area is where you, as an Applicant, invite people to register a user account connected to one of the customer organizations assigned to you, and manage the invitations you have already sent.

Because you can work on behalf of more than one customer, each invitation is tied to a specific customer account that you choose when inviting.

Accessing Invitations

Click Invitations in the APPLICANT section of the main navigation menu.

Invoice Documents

Mon, 01 Jan 0001 00:00:00 +0000

The Invoice documents area lets Economy administrators assemble, review, and finalize billing documents for customers. An invoice document groups withdrawal and credit transactions from a billing account and, when finalized, creates an Invoiced amount transaction.

The Invoice documents menu item appears under the BILLING section in the sidebar.

Accessing Invoice Documents

Sign in with an Economy administrator account.
In the left sidebar, open the BILLING section.
Click Invoice documents.

Invoice document statuses

Status	Description
Not invoiced	Draft document — transactions are linked but not yet finalized. Can be edited or deleted
Invoiced	Finalized document — an Invoiced amount transaction has been created. Cannot be edited or deleted

Invoice documents list

Filters

Click SHOW FILTERS to expand advanced filtering:

My attendees

Mon, 01 Jan 0001 00:00:00 +0000

The My attendees area gives you, as a Customer admin, a single read-only list of every person from your organization who is taking part in an educational service. An attendee appears here automatically once they are an active participant on an accepted or approved application, so you do not add or remove anyone manually on this page.

Accessing My attendees

Click My attendees in the main navigation menu.

If your customer account has been deactivated, the My attendees area is not available. Contact an administrator for more information.

Who appears in the list

The list collects the participants tied to your customer organization across all educational service types:

Attendance

Mon, 01 Jan 0001 00:00:00 +0000

The Attendance area lets you view attendance records for attendees connected to the customer organizations you represent.

Click Attendance in the APPLICANT section of the main navigation menu.

Select an organization

The page initially shows only an Organization dropdown. It lists the active customer organizations that you are assigned to represent. No attendance information is shown until you select one.

After you select an organization, the Sessions, Courses, Attendees, and Report tabs appear. All information is limited to applications belonging to the selected organization.

Attendance

Mon, 01 Jan 0001 00:00:00 +0000

The Attendance area lets Service administrators view and manage attendance for scheduled services you administer: mark session attendance, review per-course attendee progress, change course completion status on ongoing courses, and run reports. Data is limited to courses under your services.

Only courses with Attendance tracking enabled have sessions and data here. Applications and instances without tracking do not appear.

Attendance appears under SUPPLIERS in the sidebar (this is the only item in that section for Service administrator accounts). You see attendance for all course instances and sessions on your services where tracking is enabled.

Enable or disable tracking when you create or edit a course under Courses (Attendance tracking enabled).

Certificates

Mon, 01 Jan 0001 00:00:00 +0000

Use Certificates to generate pro forma certificate records for qualified attendees on your finished regular course instances, and to view certificates already issued where you are recorded as the professional.

Certificates is in the PROFESSIONAL section of the sidebar. You see scheduled instances assigned to you, plus any instance that still has a certificate with your name. You cannot download a certificate that was issued by another professional.

Accessing Certificates

Sign in with a Professional account.
In the left sidebar, open the PROFESSIONAL section.
Click Certificates.

The page title is Certificates. Three tabs share the same heading (see Page layout).

Invitations

Mon, 01 Jan 0001 00:00:00 +0000

The Invitations area is where you, as a Customer admin, invite people to register a user account connected to your customer organization, and manage the invitations you have already sent.

An invitation captures the invitee’s details up front (name, email, citizenship, identification, etc.). The person receives an email with a link they use to set a password and create their account.

Accessing Invitations

Click Invitations in the main navigation menu.

Services

Mon, 01 Jan 0001 00:00:00 +0000

The Services area lets you manage every service offered across the platform. A service defines something that customers can apply for or that can be scheduled as a course. Each service holds the details that describe it: its delivery type, owner organization, hourly price, assigned service administrators, subject categories, cover image, documents and tags.

Access

As a System administrator you can see and manage every service across the platform.

To open the page, click Services in the SYSTEM section of the main navigation menu.

Certificates

Mon, 01 Jan 0001 00:00:00 +0000

The Certificates area lets you, as an Applicant, view and download attendance certificates that have been generated for attendees on the Course applications and Ongoing course applications of the customer organizations you represent.

Because you can work on behalf of more than one customer, the list combines certificates from all customer organizations assigned to you and shows which organization each certificate belongs to.

Click Certificates in the APPLICANT section of the main navigation menu.

Who appears in the list

A certificate row appears when:

Certificates

Mon, 01 Jan 0001 00:00:00 +0000

Use Certificates to generate pro forma certificate records for qualified attendees on finished regular (scheduled) course instances for services you administer, and to view certificates already issued for ongoing course instances in those services.

Certificates is in the SUPPLIERS section of the sidebar. You only see course instances for services where you are a Service administrator.

Accessing Certificates

Sign in with a Service administrator account.
In the left sidebar, open the SUPPLIERS section.
Click Certificates.

The page title is Certificates.

Follow ups

Mon, 01 Jan 0001 00:00:00 +0000

The Follow ups page lists discussion threads linked to applications where you are assigned as a Professional. Use it to document progress, share observations with Service administrators, Customer administrators, and Mentors, and keep a record of follow-up communication.

You can create follow ups on applications you are involved in, view follow ups created by others on those applications, and participate fully in comments (including pinning).

Accessing Follow ups

Sign in with a Professional account.
In the left sidebar, open the PROFESSIONAL section.
Click Follow ups.

The page title is Follow ups.

Logs

Mon, 01 Jan 0001 00:00:00 +0000

The Logs area gives System administrators a browser-based Log Viewer for inspecting server and application log files. Use it when troubleshooting errors, tracing HTTP traffic, or reviewing application activity recorded by the platform.

Only users with the System administrator role can open Logs. The menu item appears under SYSTEM in the sidebar. Other roles (including Service administrator, Customer administrator, Supplier administrator, Professional, and Mentor) cannot access the Log Viewer.

Logs in the sidebar is not the same as User profile logs on a user’s profile page. Profile logs are an audit trail of profile field changes for a single user. See Users for REVIEW LOGS. This page describes the platform Log Viewer only.

Accessing Logs

Sign in with a System administrator account.
In the left sidebar, open the SYSTEM section.
Click Logs.

The Log Viewer opens in a dedicated interface (separate from the main BIU layout). Use ← Back to BIU in the top bar to return to the application.

Services

Mon, 01 Jan 0001 00:00:00 +0000

The Services page is the catalogue of on-request services that you can apply for on behalf of your customer organization. Each card describes one service – its name, the organization that delivers it, the hourly price, cover image and any documents shared by the service owner. From here you can read the full description and submit an application in a couple of clicks.

Access

To open the page, click Services in the CUSTOMER section of the main navigation menu.

Courses

Mon, 01 Jan 0001 00:00:00 +0000

The Courses page (Available courses) is your catalogue of published course instances you can open and apply for on behalf of your customer organization. Each instance belongs to a course under a scheduled service on the platform.

Customer administrators see Courses under the CUSTOMER section in the sidebar. You browse instances here; submitted applications are managed under Applications.

Accessing Available courses

Sign in with a Customer admin account.
In the left sidebar, open the CUSTOMER section.
Click Courses.

The page title is Available courses.

Follow ups

Mon, 01 Jan 0001 00:00:00 +0000

The Follow ups page lists discussion threads linked to applications on the platform. Each thread has a topic, an optional link to specific attendees, and a comment area where System administrators, Service administrators, Professionals, and invited Customer administrators or Mentors can coordinate progress and share observations.

As a System administrator, you have full access to every follow up in the system — you can create threads on any eligible application, edit or delete any follow up, and take part in all comment actions including pinning.

Attendance

Mon, 01 Jan 0001 00:00:00 +0000

The Attendance area lets Customer administrators view attendance for your organization’s course applications: session outcomes, per-course attendee progress, individual attendee histories, and date-filtered reports. You cannot change attendance statuses, course completion status, or attendance adjustments from these screens.

Only courses with Attendance tracking enabled have sessions and data here. Applications and instances without tracking do not appear.

Attendance appears under CUSTOMERS in the sidebar. You only see attendees linked to your customer organization’s Course applications and Ongoing course applications.

Professionals and administrators mark attendance on sessions. You can view progress and monitoring reports from Attendance (this page).

Suppliers

Mon, 01 Jan 0001 00:00:00 +0000

The Suppliers area is where System administrators create and maintain Supplier accounts. A supplier account links one Organization record to a single Supplier admin user and controls whether that supplier organization is active on the platform. Supplier organizations provide the professionals who deliver teaching and coaching services.

Only users with the System administrator role can open Suppliers. The menu item appears under SUPPLIERS in the sidebar (below the SYSTEM section). No other role has access to this page.

Before you create a supplier, the organization must already exist under Organizations. See Organizations for how to add one.

Certificates

Mon, 01 Jan 0001 00:00:00 +0000

The Certificates area lets Customer administrators view and download attendance certificates that have been generated for attendees on your organization’s Course applications and Ongoing course applications.

Certificates appears under CUSTOMER in the sidebar. You only see certificates for attendees linked to your customer organization’s applications.

If your customer account has been deactivated, the Certificates area is not available and certificate downloads are blocked. Contact an administrator for more information.

Accessing Certificates

Sign in with a Customer administrator account for an active customer organization.
In the left sidebar, open CUSTOMER.
Click Certificates.

The page title is Certificates.

Professionals

Mon, 01 Jan 0001 00:00:00 +0000

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.

Only users with the System administrator role can use the full capabilities described here (create professionals, open Users from View, manage competence and classrooms). The Professionals menu item appears under SUPPLIERS in the sidebar, between Suppliers and Attendance.

Accessing Professionals

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

Page structure

The Professionals section has two tabs:

Attendance

Mon, 01 Jan 0001 00:00:00 +0000

The Attendance area is where System administrators view and manage attendance across the platform: session records for course events, per-course attendee summaries, individual attendee histories, and date-filtered reports. You can mark who attended each session, review automatically tracked time, adjust totals when needed, and manage course completion status on ongoing courses.

The Attendance menu item is available to users with attendances-read permission. The roles that have this permission are System administrator, Service administrator, Professional, Customer administrator, Mentor, and Applicant.

Follow ups

Mon, 01 Jan 0001 00:00:00 +0000

The Follow ups page lists discussion threads on applications for your customer organization where the creator invited the Customer administrator to participate. Use it to read progress updates and add comments when platform staff or professionals open a follow-up conversation with you.

You cannot create, edit, or delete follow ups. Your role is to view invited threads and contribute comments.

Follow ups appears under the CUSTOMER section in the sidebar. You only see threads where Customer admin participation was enabled and the related application belongs to your customer account.

Accessing Follow ups

Sign in with a Customer admin account.
In the left sidebar, open the CUSTOMER section.
Click Follow ups.

The page title is Follow ups. There is no CREATE button on this page.

Certificates

Mon, 01 Jan 0001 00:00:00 +0000

Use Certificates to generate pro forma certificate records for qualified attendees on finished regular (scheduled) course instances, and to view certificates already issued for ongoing course instances.

Certificates is in the SUPPLIERS section of the sidebar.

Accessing Certificates

Sign in with a System administrator account.
In the left sidebar, open the SUPPLIERS section.
Click Certificates.

The page title is Certificates.

Page layout

The page has three tabs:

Tab	Purpose
Scheduled services (courses)	Regular course instances ready for certificate generation
Ongoing courses	Ongoing course instances where at least one attendee has received a certificate
Search certificates	Find a single generated certificate across all course instances

Scheduled services (courses) tab

Each listed instance has:

Customers

Mon, 01 Jan 0001 00:00:00 +0000

The Customers area is where System administrators create and manage customer accounts. A customer account links an existing Organization to a Customer admin and controls whether the customer can use shared billing accounts. Customers are the organizations that apply for services and courses on the platform, so each customer must point to an organization record and have a person responsible for it.

The Customers menu item appears under the CUSTOMERS section in the sidebar. System administrators have full access (create, edit, delete, recover, manage shared accounts).

Accessing Customers

Sign in with a System administrator account.
In the left sidebar, open the CUSTOMERS section.
Click Customers.

Customers list

The list shows all customer accounts, including soft-deleted ones. Deleted rows are styled differently and display a DELETED badge in the Status column.

Mentors

Mon, 01 Jan 0001 00:00:00 +0000

The Mentors area is where System administrators manage mentors across all Customer organizations: browse and search mentor accounts, add Guest or Applicant users to a customer as mentors, activate or deactivate them, grant or revoke the ability to submit applications, remove mentors when allowed, and review or cancel pending mentor invitations platform-wide.

A mentor is a person linked to a customer organization who can follow up on attendees and (optionally) submit applications on behalf of that customer.

Invitations

Mon, 01 Jan 0001 00:00:00 +0000

The Invitations area lists user invitations sent to people who should register an account connected to a Customer organization. As a System administrator you see invitations for all customers and can edit, resend, or revoke any of them.

An invitation captures the invitee’s details up front (name, email, citizenship, identification, etc.). The person receives an email with a link they use to set a password and create their account.

The Invitations menu item appears under the CUSTOMERS section in the sidebar. System administrators can review and manage every customer’s invitations but do not send new ones. Customer admins and Applicants create invitations for their own/assigned customers.

Accessing Invitations

Sign in with a System administrator account.
In the left sidebar, open the CUSTOMERS section.
Click Invitations.

Invitations list

The list shows all pending and expired invitations across customers.

Billing Accounts

Mon, 01 Jan 0001 00:00:00 +0000

The Billing accounts area gives System administrators access to every customer billing account on the platform. You use this area to review account balances, inspect the transaction ledger, and control whether an account may go into negative balance.

The Billing accounts menu item appears under the BILLING section in the sidebar.

Accessing Billing Accounts

Sign in with a System administrator account.
In the left sidebar, open the BILLING section.
Click Billing accounts.

Billing account types

Every customer organization has at least one billing account. There are two types:

Invoice Documents

Mon, 01 Jan 0001 00:00:00 +0000

The Invoice documents area lets System administrators assemble, review, and finalize billing documents for customers. An invoice document groups withdrawal and credit transactions from a billing account and, when finalized, creates an Invoiced amount transaction.

The Invoice documents menu item appears under the BILLING section in the sidebar.

Accessing Invoice Documents

Sign in with a System administrator account.
In the left sidebar, open the BILLING section.
Click Invoice documents.

Invoice document statuses

Status	Description
Not invoiced	Draft — can be edited or deleted
Invoiced	Finalized — Invoiced amount transaction created; cannot be edited or deleted

Invoice documents list

Filters

Click SHOW FILTERS to expand advanced filtering:

Notifications

Mon, 01 Jan 0001 00:00:00 +0000

This page describes account, security, and invitation notifications that apply to any user on the platform — what they receive, and who is notified when they take action on their own account.

Column	Meaning
Email	Notification to email (`Yes` or `No`)
System notification	In-app notification center (`Yes` or `No`)
Receivers	Who is notified when the user performs the action (sent sections only)
Notes	What the notification or action is about

Applies across roles for your own account actions and messages from administrators. You are usually not notified for your own action, except where you receive a confirmation or security message.

Notifications

Mon, 01 Jan 0001 00:00:00 +0000

This page describes email and in-app (system) notifications for users with the Applicant role — what they receive, and who is notified when they take action.

Column	Meaning
Email	Notification to email (`Yes`, `No`, or `Mixed` when receivers differ)
System notification	In-app notification center (`Yes`, `No`, or `Mixed`)
Receivers	Who is notified when the applicant performs the action (sent sections only)
Notes	What the notification or action is about

You are usually not notified for your own action except where noted (confirmations). Calendar cancellations skip the user who cancelled.

Notifications

Mon, 01 Jan 0001 00:00:00 +0000

This page describes email and in-app (system) notifications for attendees (participating users). This applies to users participating in applications or courses, including users who receive the attendee role after approval.

Column	Meaning
Email	Notification to email (`Yes` or `No`)
System notification	In-app notification center (`Yes` or `No`)
Notes	What the notification or action is about

Notifications that an attendee receive

On-request applications

Notification	Email	System notification	Notes
Application accepted	Yes	Yes	You participate on an application that was accepted; includes calendar information.

Scheduled course applications

Notification	Email	System notification	Notes
Course application approved	Yes	Yes	You are a participating attendee on an approved application; includes calendar information.

Ongoing course applications

Notification	Email	System notification	Notes
Invited to ongoing course	Yes	No	Email invitation to participate (even without a platform account yet).

Calendar

Notification	Email	System notification	Notes
Calendar event cancelled	Yes	Yes	An event you are expected to attend was cancelled.

Courses and course instances

Notification	Email	System notification	Notes
Course instance calendar events updated	Yes	Yes	Events changed for an instance you are enrolled in through an approved application.
Course completion status changed	Yes	Yes	Your completion status on a course you participate in was updated (for example In progress, Paused, Completed, or Canceled). The notification names the course, course instance code, and the new status. This includes automatic changes, such as being marked Canceled after remaining paused for more than one year.
Course certificate generated	Yes	Yes	A certificate was generated for a course you completed with sufficient attendance.

Notifications sent when an attendee perform an action

Attendees typically do not perform platform actions that trigger outbound notifications to others.

Notifications

Mon, 01 Jan 0001 00:00:00 +0000

This page describes email and in-app (system) notifications for users with the Customer admin role — what they receive, and who is notified when they take action.

Column	Meaning
Email	Notification to email (`Yes`, `No`, or `Mixed` when receivers differ)
System notification	In-app notification center (`Yes`, `No`, or `Mixed`)
Receivers	Who is notified when the customer administrator performs the action (sent sections only)
Notes	What the notification or action is about

You are usually not notified for your own action except where noted (confirmations). Calendar cancellations skip the user who cancelled.

Notifications

Mon, 01 Jan 0001 00:00:00 +0000

This page describes email and in-app (system) notifications for users with the Economy admin role — what they receive, and who is notified when they take action.

Column	Meaning
Email	Notification to email (`Yes` or `No`)
System notification	In-app notification center (`Yes` or `No`)
Receivers	Who is notified when the economy administrator performs the action (sent sections only)
Notes	What the notification or action is about

You are usually not notified for your own action except where noted (confirmations).

Notifications

Mon, 01 Jan 0001 00:00:00 +0000

This page describes notifications that matter when you have the Guest role. The guest role itself does not add a separate set of platform messages beyond what other sections already document.

Column	Meaning
Email	Notification to email (`Yes` or `No`)
System notification	In-app notification center (`Yes` or `No`)
Notes	What the notification or action is about

Account, security, and invitations (all users)

Messages about your account, sign-in, invitations, password reset, email verification, two-factor authentication, GDPR, role changes, and similar topics apply to every user on the platform, including guests.

Notifications

Mon, 01 Jan 0001 00:00:00 +0000

This page describes email and in-app (system) notifications for users with the Mentor role — what they receive, and who is notified when they take action.

Column	Meaning
Email	Notification to email (`Yes` or `No`)
System notification	In-app notification center (`Yes` or `No`)
Receivers	Who is notified when the mentor performs the action (sent sections only)
Notes	What the notification or action is about

You are usually not notified for your own action. Calendar cancellations skip the user who cancelled.

Notifications

Mon, 01 Jan 0001 00:00:00 +0000

This page describes email and in-app (system) notifications for users with the Professional role — what they receive, and who is notified when they take action.

Column	Meaning
Email	Notification to email (`Yes` or `No`)
System notification	In-app notification center (`Yes` or `No`)
Receivers	Who is notified when the professional performs the action (sent sections only)
Notes	What the notification or action is about

You are usually not notified for your own action. Calendar cancellations skip the user who cancelled.

Notifications

Mon, 01 Jan 0001 00:00:00 +0000

This page describes email and in-app (system) notifications for users with the Service admin role — what they receive, and who is notified when they take action.

Column	Meaning
Email	Notification to email (`Yes`, `No`, or `Mixed` when receivers differ)
System notification	In-app notification center (`Yes`, `No`, or `Mixed`)
Receivers	Who is notified when the service administrator performs the action (sent sections only)
Notes	What the notification or action is about

You are usually not notified for your own action. Calendar cancellations skip the user who cancelled. Anonymized users are skipped where applicable.

Notifications

Mon, 01 Jan 0001 00:00:00 +0000

This page describes email and in-app (system) notifications for users with the Supplier admin role — what they receive, and who is notified when they take action.

Column	Meaning
Email	Notification to email (`Yes` or `No`)
System notification	In-app notification center (`Yes` or `No`)
Receivers	Who is notified when the supplier administrator performs the action (sent sections only)
Notes	What the notification or action is about

You are usually not notified for your own action except where noted.

Notifications

Mon, 01 Jan 0001 00:00:00 +0000

This page describes email and in-app (system) notifications for users with the System admin role — what they receive, and who is notified when they take action.

Column	Meaning
Email	Notification to email (`Yes` or `No`)
System notification	In-app notification center (`Yes` or `No`)
Receivers	Who is notified when the system administrator performs the action (sent sections only)
Notes	What the notification or action is about

You are usually not notified for your own action except where noted (confirmations). Calendar cancellations skip the user who cancelled. Anonymized users are skipped where applicable.

Q&A

Mon, 01 Jan 0001 00:00:00 +0000

This section provides answers to frequently asked questions for users with Professional role. These questions cover common issues and scenarios you might encounter while using the professional dashboard and related features.

Dashboard Questions

What if I don’t see any events on my Dashboard?

A: If you don’t see any events:

Check with your Supplier administrator to ensure you have upcoming events scheduled
Verify your account status in the Details section
Contact support if events should be visible but aren’t appearing

How do I access an event from the Dashboard?

A: Click the “Open classroom” link next to any event to join it. Make sure you have the correct permissions and that the event time hasn’t passed.