How do I invite a user to the trust and set their certification levels?

Users can be linked to a trust by either:

• Recording a procedure within the organisation in the previous 6 months - OR
• Adding the user through the organisation admin page.

To add a user through the 'Organisation admin' page, please complete the following steps.

1. Click 'Organisation admin' on the Actions menu.
2. Click 'Add user' and enter the users details.

Setting certification levels

All trainers and trainees will need their certification levels set when they join a trust either by the training lead or a trust administrator. The ‘Organisation admin’ option is only accessible to the organisation admin or training lead. If you require admin, trainer or training lead access, you should contact the current lead or admin to amend update your status accordingly.

To set a user's certification levels:

1. Go to ‘Organisation admin’ from the ‘Actions’ menu on the Dashboard and select ‘Edit’ under actions on the row of the trainer/trainee you wish to change.
2. On the 'Level' column, set their certification level accordingly.