When you sign in for the first time as a new district administrator, a setup wizard guides you through the initial configuration. [Video: Full first-time setup wizard walkthrough]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.
Setup wizard steps
Name your district
Enter your district’s name. This appears throughout the app and in emails sent to your members.[Screenshot: District name input in the setup wizard]
Choose a brand color
Select an accent color for your district. This customizes the look of the app for everyone in your district.[Screenshot: Color picker in the setup wizard]
What’s pre-configured for you
Your district comes pre-loaded with a standard set of defaults that are ready to use right away:| Item | Default content |
|---|---|
| Roles | Admin, Credentials Board, Mentor, Candidate |
| Tracks | Ministerial Track, Transfer Track |
| Courses | 21 standard ministerial courses |
| Interview form | Post-Interview Form for Board |
| Board | Credentials Board |
After setup
Once the wizard is complete, you’re ready to:Add people
Add candidates, mentors, and board members and send them invitations.
Customize roles
Adjust permissions or create custom roles tailored to your district.
Edit tracks & courses
Modify tracks, required courses, and extra criteria to match your district’s requirements.
Configure interview forms
Update the default interview form or create new forms for different interview types.