Invite a trainer or another admin

Where: Students & contacts → Trainers

Add a trainer

1. In the sidebar, open "Students & contacts" and click "Trainers".
2. Click "Add Trainer".
3. Fill in "First Name", "Last Name", and "Email".
4. Pick a "Credential Tier": "1A — Full Trainer & Assessor", "1B — Assessor Only", "1C — Under Direction", "1D — Under Supervision", or "Industry Expert". The tier controls what they can mark on their own.
5. Pick an "Employment Type" (Full Time, Part Time, Casual, or Contractor).
6. Add credential details if you have them: "TAE Qualification", "TAE Completion Date", "WWCC Number" and "WWCC Expiry" (Working with Children Check), "First Aid Expiry", "Police Check Date".
7. Click "Create Trainer".

Expiry dates drive the credential alerts on your dashboard and the trainer matrix under "Compliance", so it's worth filling them in.

Add another admin

1. Go to the Admins page at /people/admins. You need to be an owner or admin yourself.
2. Click "Add admin", enter their name and email, and confirm.

Settings → Team (Owners only)

Settings → Team lists everyone who can sign in to your RTO and what they can do. Only an Owner can invite people or change access levels there. An Owner clicks "Invite team member", fills in the details and clicks "Send invite".

If the page won't let you add anyone, you'll see "Only an Owner can invite people or change access levels on this page." with the names of your owners. Ask one of them to do it.

What happens next New trainers and admins receive a login email. Deactivate access from the same pages when someone leaves.