Getting started
Invite members and understand roles
Add your colleagues and give them the right role — admin, trainer or learner — based on what each one should see and do.
Updated on May 29, 2026
Everyone who accesses Certeef has a role. The role determines exactly which screens and actions are available — no need to manually hide what doesn’t concern someone.
The roles
- Admin — full access: trainings, sessions, compliance, billing and member management. An organization always has at least one admin, and can have several.
- Trainer — their assigned trainings and sessions, attendance, and their own documents (CV, diploma, NDA).
- Learner — their learning path, sessions, attendance signature and feedback.
Invite a member
Invitations follow the context in which you add the person, rather than a generic role form:
- from member management, you invite other admins;
- creating a record with an email from Learners sends a learner invitation;
- creating a record with an email from Trainers sends a trainer invitation.
A learner or trainer record without an email is created without an access invitation.
Invitation lifecycle
The invitee receives an email, creates their access and joins your organization with the intended role. Invitations don’t expire: they stay valid until accepted, or until an admin cancels them. Cancelling a learner invitation frees a seat on your tier.
Which screen after sign-in?
Each role lands on its own dashboard. See Dashboards by role.
Frequently asked questions
- Can an organization have several admins?
- Yes, and they are all equivalent: billing, member management, compliance. The system simply refuses to remove the last admin of an organization.
- How does an invitation work?
- The invitee receives an email, creates their access, and automatically joins your organization with the intended role. Invitations stay valid until accepted or cancelled.