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Clients

Clients represent distinct groups within your customer account — each with their own categories, pricing, branding, and signup configuration. The Clients page uses a tabbed interface to organise all client-related settings in one place. Navigate to Clients in the sidebar to manage them.

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Overview

When you open the Clients page, you see a list of all clients configured for your customer account. Select a client to view and edit its settings across the following tabs:

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Creating a Client

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General Tab

The General tab contains core client settings.

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Signup Configuration

Each certification type has a signup configuration modal accessible from the General tab. This controls the self-registration page for that certification type. You can customise the following settings: The dynamic signup page heading is taken from the accreditation name (certification type label) configured on the client. The Display Name is used as a fallback if no accreditation name is set. Dynamic signup pages always require companies to identify themselves using their NZBN (New Zealand Business Number), regardless of the identifier types configured for the client group. Companies must review and accept the terms before completing registration.

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Payment Header

Each certification type also has a payment header editor on the General tab. This lets you display custom content above the payment form during checkout — useful for payment instructions, trust badges, or client-specific messaging. The editor is a rich text editor that supports formatting, links, and images. If no content is configured, the payment form is displayed without a header.

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Access Tab

The Access tab manages who can view company data for this client, which email domains are permitted for self-registration, and whether viewers can access evaluation details.

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Viewers

Add viewers to the client to grant read-only access to evaluations and company data.

1. Click Add Viewer
2. Enter the viewer’s email address
3. Save

The viewer table displays each viewer’s name, email, status, last login, registration source (admin-added or self-registered), and action buttons. Available actions include:

• Edit — Modify the viewer’s full name
• Email history — View delivery history for viewer invitation and login emails
• Impersonate — Log in as the viewer (administrators only, for support purposes)
• Delete — Remove the viewer’s access

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Domain Whitelisting

Domain whitelisting controls which company email domains are permitted to self-register under a client’s signup page.

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Adding an Approved Domain

1. Click Add Domain
2. Enter the domain (e.g. acmecorp.com)
3. Save

The system checks that the domain:

• Is not a free or public email provider (gmail.com, outlook.com, hotmail.com, and similar are blocked automatically)
• Is not already claimed by another customer in the system

You can also check domain availability before adding it.

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Domain Rules

Companies attempting to register with an email domain not on your approved list will be blocked at signup.

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Custom Fields Tab

Custom fields let you collect additional structured information from companies during evaluation.

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Adding a Custom Field

1. Click Add Field
2. Enter a Field Name (shown to companies)
3. The field type is Select — a dropdown with predefined options
4. Add each option with a Label, Colour (green, yellow, orange, red, blue, purple, or grey), and Display Order
5. Toggle Active to make it visible in evaluations
6. Save

Custom fields appear on evaluations for the client they are configured under. They are visible to assessors during review and can be used for filtering and reporting.

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Deleting a Custom Field

1. Locate the custom field in the list
2. Click Delete on the field
3. Confirm the deletion

Deleting a custom field removes it from all evaluation templates for that client. The field is soft-deleted — it is deactivated and no longer visible in evaluations or available for new submissions, but historical evaluation data that referenced the field is preserved.

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Categories & Pricing Tab

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Categories

Categories organise what type of evaluation a company is applying for. Each category links to an evaluation template that determines which questions are presented.

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Creating a Category

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Adding Subcategories

1. Open an existing category
2. Click Add Subcategory
3. Enter a Key (unique identifier) and Label (display name)
4. Save

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Managing Categories

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Pricing

Each client uses one of two pricing modes.

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Category-Based Pricing (Default)

Prices are fixed per certification category. Companies pay the same amount regardless of their size.

• Set a Standard price and an Urgent price per category
• Standard and urgent turnaround days are defined per category

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Employee-Based Pricing

Prices are tiered by the company’s employee headcount. This is useful when larger companies represent more risk or complexity.

1. Select Employee-Based as the pricing strategy
2. Define employee count ranges (e.g. 1–19, 20+)
3. For each range, set:

4. Optionally map each tier to a default evaluation template

Companies self-report their employee count during registration. The applicable tier is applied automatically.

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Next Steps