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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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Accreditation slot features

The General tab includes an Accreditation Slot Features section that exposes client-level toggles controlling optional slot behaviour. When this toggle is off, the Add Slot button is hidden on company accreditation records for this client, and no new slots can be added or edited for this client. See Accreditation records and slots for details on how to use this feature on a company profile.

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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:

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Automatic signup offer

You can issue a percentage discount to eligible companies that register through the signup page. Configure the offer under Automatic signup offer. For first-company eligibility, companies in another tenant and pending company memberships do not affect eligibility. A new user can receive the offer; an existing user must be signed in so eligibility can be established. Offer validity is calculated in Auckland time; a one-day offer remains valid until the end of the following calendar day. The initial accreditation checkout does not consume the issued offer for urgent-upgrade purposes. If the company starts with Standard processing, the same offer can be applied once more to an eligible urgent upgrade while it remains valid. A successful urgent upgrade using the offer consumes that upgrade use. Administrators can add or remove reminder intervals; assessors can view them but cannot change them. Each interval can be no greater than the offer validity in hours. Use an interval smaller than the total validity so the reminder becomes due after the offer is issued. When an offer is issued, the new-signup notification includes its percentage and expiry. It also lists future reminder intervals that are still pending, when any remain. Offer conversion data is available under Dashboard > Discounts & Kickbacks > Automatic Signup Offers. See Discount Management — Automatic signup offer report. 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 require companies to identify themselves using their NZBN (New Zealand Business Number). Companies must review and accept the terms before completing registration.

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Conversion tracking

Each signup page can send server-side conversion events to a GA4 destination configured under Settings > Conversion Tracking. When completed-registration tracking is enabled, the sign_up event records offer issuance. When first-paid-evaluation tracking is enabled, the companion signup_offer_used event records an attributable initial-payment redemption without replaying the original campaign fields. When tracking is enabled, choose either or both event types: Only initial signup payments are attributed. Renewals and review payments are excluded. To preserve campaign attribution, link to the RapidCert signup page with Google click IDs or UTM parameters. GA4 cross-domain linking can also add the _gl parameter; let GA4 generate this value rather than constructing it manually. RapidCert binds the captured attribution to the company and certification when registration completes. The destination’s API secret remains on the server.

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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.

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Invitation email behaviour

If the email address already belongs to an active or pending contractor/supplier account, RapidCert adds viewer access to that account instead of creating a new one. The account keeps its name and company memberships. See Adding viewer access to an existing account. 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 viewer: remove the viewer’s access. If the viewer is also a member of any company, only their viewer access is removed and they keep their contractor/supplier access. See Removing viewer access.

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Domain Whitelisting

Domain whitelisting lets people with an email address on an approved domain self-register as viewers for this client. They enter their email address on the admin portal sign-in page and verify it with a one-time code. A new email address gets a new viewer account. An existing active or pending contractor/supplier account on that domain gets viewer access for this client and keeps its contractor portal access. See Self-registration from whitelisted domains.

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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

People whose email domain is not on the list cannot self-register as viewers. Whitelisting does not affect contractor/supplier 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 strategies. Select the strategy under Pricing Strategy on the Categories & Pricing tab.

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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 optional Urgent price per category

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Employee-count pricing

Prices scale with the company’s employee headcount.

1. Select Employee Count Pricing as the pricing strategy
2. Click Add Tier to define employee-count ranges (for example, 1–10, 11–50, 51+)
3. For each tier, set:

4. Optionally map each tier to a default evaluation template

Companies enter their employee count during accreditation setup. The applicable tier is resolved automatically.

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Changing pricing strategy

When existing pricing data is present, switching strategies shows a confirmation dialog. The old strategy’s configuration is preserved but is not used while the new strategy is active. Evaluations that have already started are not affected, and switching back restores the preserved configuration.

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Next Steps