Separate preparation and publishing
An editor can prepare drafts while a publisher checks and publishes them.
THE RIGHT ACCESS FOR EACH PERSON
A shared workspace. Defined responsibilities.
Give each colleague an individual account and the role they need. Separate certificate preparation, publishing, team administration and billing.
Keep billing focused
A billing user manages the subscription without access to participant certificate records.
Manage invitations
Owners and managers invite colleagues within their permissions and available team allowance.
YOUR WORKFLOW
A clear process, from start to finish.
Choose a role
Decide which actions the colleague needs before sending an invitation.
Send the invitation
The colleague opens the invitation, creates an account if needed and verifies their email.
Work within permissions
Each account sees the actions its role allows. Owners can manage team access.
Choose access by responsibility.
Owner
Organisation, template, certificate, team and billing management.
Manager
Manages templates and certificates; can invite editors, publishers and viewers.
Editor
Prepares templates and drafts. Cannot publish or revoke certificates.
Publisher
Reviews records, publishes drafts and can revoke certificates.
Billing
Manages plans and billing without access to the participant certificate list.
Viewer
Views and downloads certificates without changing records.
IN PRACTICE
Preparation and approval can belong to different people.
A coordinator imports the participant list as an editor. A publisher checks the names and releases the certificates. A separate billing account handles the subscription.
Talk through your workflow →
SPECIMENCERTIFICATE OF COMPLETION
Professional Training Issued to Alex MorganVerification code
VI-SAMPLE-2026
A FEW DETAILS
Before you get started.
Can an editor publish certificates?
No. Editors prepare drafts and templates. Publishing and revocation belong to the owner, manager or publisher role.
Can we remove a team member?
Yes. Authorised owners and managers can remove eligible members from the organisation workspace. The owner cannot be removed from that screen.
Can one person join more than one organisation?
Yes. Memberships are separate. A signed-in user can switch between the organisations they belong to.