System administration
Staff accounts and roles, reference lists, profession mapping, renewal periods, application windows, document checks, messages, bulk SMS, connections, reports and the audit log.
Most of this course is in the System administration menu on the left of the staff console. What you see depends on your roles. Connections & system is different: only a system administrator account can open it, whatever its roles.
- 1
Create a staff account
Give a new member of staff a sign-in to the staff console with the roles they need. The portal makes a temporary password for you to pass on.
5 min - 2
Reset, unlock or turn off an account
Change someone’s roles, reset a forgotten password, unlock an account after too many wrong passwords, or turn off the account of someone who has left.
5 min - 3
Roles and permissions
A role is a set of permissions. Change what a built-in role can do, or make a new role for a job that doesn’t fit the others.
5 min - 4
Keep the reference lists
The lists behind every form: regions, districts, facilities, training institutions, professions, specialties, qualification types, documents and exam subjects.
6 min - 5
Merge and rename professions
Keep one official name for each profession. Merge duplicates, rename to the Council’s approved name, and keep old names as former names.
6 min - 6
Set up renewal periods
A renewal period sets when professionals can renew their PIN, the fee and late penalty, and how long the new PIN lasts.
5 min - 7
Open and close application windows
Open or close each kind of application. When one is closed, applicants see your message and can’t start or send it.
4 min - 8
Check uploaded documents and referees
Uploaded documents and referees from every professional, waiting to be checked. Open a file before you decide.
4 min - 9
Message wording and the sent messages log
Change the wording of every SMS, email and portal notification, and see every message that went out. Send a failed one again.
6 min - 10
Send a bulk SMS
Send one text message to a group: professionals picked by registration, profession, region or PIN, staff by role, or a list of numbers.
6 min - 11
Connect online payments (Hubtel)
Turn on mobile money and card payments for every invoice by entering the details from the Council’s Hubtel account.
5 min - 12
Connect SMS and email, and send a test
Send text messages through Hubtel with the Council’s sender id, and emails through the Council’s email server. Then send a test of each.
5 min - 13
Check the system status
The System tab shows whether this is the live or demo portal, whether the background jobs are running, the messages going out and the providers in use.
3 min - 14
All reports and the audit log
Open any report you are allowed to see and download it. Use the audit log to see who changed what, and when.
5 min