Below is a summary of the functionalities available on the  Credenxia Platform.


Workers


Manage Workers
Manage Workers is where you add workers, export contact details, as well as view and edit workers within the Organisation Portal. 

From this page you can edit the role of the workers as well as view their details, which allows you to send messages, add credentials, generate worker profile certificates and remove the workers. It shows the position and the credentials that are associated with the worker.


Bulk Actions
Bulk Actions allows you to add or invite workers in bulk.

 

Reports

Reports allows you to generate reports about your workers. Most reports in this section are based on expiry of credentials, as well as worker information. The Credenxia Support team will be able to assist with any reporting queries.


 

Positions


Manage Positions

Manage Positions allows you to view the details of existing positions. View Details allows you to assign or share the position:

  • Assign Position: If a user already exists within the Credenxia system you will need to Assign them to the position. You can also Manage Workers for this position.


Allocated Positions

Allocated Positions shows any positions allocated to your organisation from a parent organisation in your hierarchy. You can View Details to manage the workers for this position and see statistics for this position.

It also allows you to Allocate Supplier and view the details of the position.


Reports

This page allows you to generate reports for the positions and credentials related to the positions. The Credenxia Support team will be able to assist with any reporting queries.


If you are still having issues after reading this article, our Credenxia Support Team is here to help:


 
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