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This section is for users with the Admin role. Contact your district administrator if you need elevated access.
As a district administrator, you have full access to manage every aspect of your Credentials Portal district — from adding people and configuring roles to managing billing and integrations. [Screenshot: Admin dashboard showing the full navigation including Settings, People, and Broadcasts]

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Admin capabilities

People

Add, edit, and manage everyone in your district. Assign roles, tracks, tags, and custom fields.

Roles & Permissions

Create and customize roles. Control what each role can see and do.

Settings

Configure your district name, language, accent color, and dashboard layout.

Tracks & Courses

Manage credentialing tracks and the courses required for each.

Interview Forms & Boards

Define interview forms, configure boards, and control interview visibility.

Google Sheets

Sync district data to a Google Sheet for reporting and analysis.

Data Management

Bulk delete data — useful for resetting test data or cleaning up records.

Billing

Manage your subscription plan and billing details.

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Admin permission flags

The Admin role grants a set of permission flags. Custom roles can combine these flags in any way:

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Inviting people

After adding someone to the district, send them an invitation email so they can log in. See Managing People for step-by-step instructions.