Documentation Index
Fetch the complete documentation index at: https://docs.credentialsportal.com/llms.txt
Use this file to discover all available pages before exploring further.
This section is for users with the Admin role. Contact your district administrator if you need elevated access.
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.
Admin permission flags
The Admin role grants a set of permission flags. Custom roles can combine these flags in any way:| Flag | What it allows |
|---|---|
People (edit) | Add, edit, and delete people in the district |
Settings | Edit district configuration |
Roles | Create and modify roles |
Interviews (edit) | Create and edit all interviews |
Broadcasts | Send district-wide broadcast messages |
Billing | View and manage subscription and billing |