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Getting started
Getting started with Certeef in 90 minutes
The first steps to set up your organization and begin steering your compliance.
This guide walks you through your first scoping workshop.
1. Create your workspace
Enter your organization name, your activity declaration number (NDA) and your contact details. This information feeds your documents and exports.
2. Add your members
Invite your colleagues and assign a role:
- Admin: full access, compliance and billing.
- Trainer: their trainings and sessions, attendance.
- Learner: their journey and sessions.
3. Import what exists
You can import your existing trainings and evidence from the start. No need to begin from scratch.
What’s next?
Once your workspace is scoped, create your first training. See the guide Create a compliant training.