How does staff training get assigned in the platform?
Allocated by user role when the user is added; the platform checks the user's role and entity sector(s) and allocates the correct mandatory modules without manual assignment.
Overview
Training is auto-allocated by role - the CO doesn't manually assign modules. Once a user is added and a role assigned, the platform reads the user's role and the entity's sector(s) and allocates the correct set of mandatory modules, which appear in the user's dashboard.
What happens when a user is invited
- The invitation email is sent with an activation link
- The user activates their account and completes MFA setup
- Mandatory training modules appear in their dashboard, clearly flagged
- The user begins training at their own pace
- The CO monitors progress from the oversight dashboard
How the allocation logic works
Allocation uses the user's role (Frontline, CDD User, CO, etc.) and the firm's sector configuration (real estate, conveyancing, accounting, etc.) to determine the right module set. Optional/recommended modules can be self-selected by users from the training catalogue - they appear in the dashboard but aren't required for transactional access.
When a role changes
- Upgrade (e.g. Frontline → CDD User) - additional modules are auto-allocated; existing completions are kept.
- Sideways move (e.g. switching sector) - the sector module is replaced; modules common to both roles stay credited.
- Reduction (e.g. CDD User → Frontline) - the higher-level completions remain in the record but no longer need refreshing at the senior cadence.
Troubleshooting
If a user joins but sees no training modules, the most common cause is that no role was assigned during invitation - check the user's record in Account Settings → Users and confirm a role is set. Training auto-allocates as soon as the role is in place.