Getting started

Getting started as an admin

Daily admin loop: approvals, enquiries, trust requests, billing.

Daily loop

Users & approvals — approve or reject pending signups.
Enquiries — respond to contact-form submissions.
Trust Centre requests — approve document downloads.
Emails — check the send log for any failures.

Weekly loop

Billing — review invoices issued and overdue.
Facilitator overages — bill partners who've exceeded their session pack.
Release check — confirm the latest release is healthy.

Was this helpful? If something's missing or unclear, tell us and we'll improve it.