← Back to help center

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.

Ready to de-risk your next audit?

A 30-minute demo, a case applied to your organization, and a quote within 24 hours. No pressure, no commitment.