Help Centre
Back to the portal
User manual
  • Getting started
  • Your membership application
  • Corporate membership
  • Payments, dues and renewals
  • Your profile and settings
  • Conferences and events
  • Training courses
  • General meetings
  • The member community
  • Notifications
  • Certificates and documents
  • Letting someone manage your account
Administrator manual
  • Getting started as an administrator
  • The admin dashboard
  • Members and application review
  • Payments, refunds and offline verification
  • Running conferences
  • Conference registrations and the door
  • Running training
  • Running general meetings
  • The public website
  • Certificates and document templates
  • Roles, permissions and admin invitations
  • Organization settings
  • Announcements
  • Engage
Feature reference
  • Platform overview
  • Membership
  • Payments
  • Conferences and training
  • Governance
  • Public website
  • Communications
  • Documents
  • Access control
  • Permission catalogue
  • Route map

Support

  • Getting help

Administrator manual

Getting started as an administrator

How admin access is granted, how to move between the portal and the admin area, and the shape of the admin screens.

On this page

  • How admin access works
  • Accepting an admin invitation
  • Moving between portal and admin
  • How the admin screens are laid out
Print the whole administrator manual
The admin dashboard