Getting started with Certeef

This guide walks you through your first kickoff, from creating the workspace to your first training session.

Prerequisites

• A Certeef account (sign up at the registration page).

1. Create your workspace

When you sign up, you create the organization that represents your training body: its name and contact details. This information then feeds your documents and exports.

Tip: fill in the organization’s legal information (SIRET, address, legal representative) from the start, it is used in PDF documents such as attendance sheets and certificates.

2. Choose your plan

Full access requires a subscription, indexed on your number of learners. You pick a tier (from 100 to 3,000 learners) and a monthly or annual billing period. Until a subscription is active, the workspace is created but pending.

See Manage your subscription.

3. Invite your team

Add your colleagues and give each one a fitting role: admin, trainer or learner. Each role opens exactly the screens that person needs.

See Invite members and understand roles.

Important: each learner with access counts against your tier. Start by inviting admins and trainers, then add learners progressively.

4. Import what you have

No need to start from scratch:

• import your learner cohorts from a file : see Manage and import learners;
• create your trainings and upload your teaching documents as you go : see Create a compliant training.

What’s next?

• Create a compliant training : build your first training with its mandatory documents.
• Schedule a session and attendance : add sessions and collect digital signatures.
• Understand the compliance dashboard : track your Qualiopi indicators.