> ## Documentation Index
> Fetch the complete documentation index at: https://docs.rapidcert.co.nz/llms.txt
> Use this file to discover all available pages before exploring further.

# Getting Started

> Quick start guide for RapidCert admins and assessors

# Getting Started for Admins & Assessors

Welcome to the RapidCert Admin Dashboard. This guide helps you get up and running as an admin, assessor, or viewer.

## Overview

As an administrator, you can:

* Review and assess contractor/supplier evaluations
* Manage companies and their settings
* Configure evaluation templates and questions
* Verify insurance compliance
* Manage admin users and clients

## Accessing the Dashboard

### Logging In

<Steps>
  <Step title="Navigate to the admin portal">
    Open the admin dashboard URL provided by your administrator.
  </Step>

  <Step title="Enter your email address">
    Type the email address associated with your admin account and click **Send Verification Code**.
  </Step>

  <Step title="Check for your verification code">
    If your email address has access to the admin portal, you will receive a 6-digit verification code. Enter it to authenticate. Verification codes expire in 5 minutes.
  </Step>

  <Step title="You're in">
    You are now logged in and will land on the dashboard.
  </Step>
</Steps>

<Info>
  The admin portal is for administrators, assessors, and viewers only. Contractors and suppliers should sign in at [app.rapidcert.co.nz](https://app.rapidcert.co.nz).
</Info>

<Info>
  If you see "Too many attempts", wait a few minutes before trying again. Login attempts are rate-limited to prevent abuse.
</Info>

### First Login

On your first login:

* Verify your user profile is correct
* Confirm you have the appropriate role and permissions
* Familiarise yourself with the navigation

## Dashboard Overview

The dashboard is organised into tabs, each containing charts that give you a snapshot of activity across your client group.

* **Evaluations & Insurance** — Charts showing expiring certifications, assessor workload, expired certifications, and expiring insurance policies
* **Health** — Signup and accreditation health metrics, lead indicators, risk buckets, and at-risk companies
* **Contractor Email Issues** — An overview of email delivery issues affecting contractors
* **Revenue** (Administrator only) — Revenue and sales performance charts
* **Discounts & Kickbacks** (Administrator only) — Discount performance, consultant activity, and kickback data

See the [Dashboard guide](/guides/admins/dashboard) for full details on each tab.

## Getting Help

The **Help Assistant** is available from any page in the admin dashboard. Click the **Ask AI** button in the top-right corner to open an AI-powered chat interface that answers questions about RapidCert features and workflows. The assistant searches the documentation and provides contextual help based on where you are in the dashboard.

See the [Help Assistant guide](/guides/admins/help-assistant) for more information.

## Navigation

| Section         | Purpose                                           |
| --------------- | ------------------------------------------------- |
| **Dashboard**   | Charts and activity overview                      |
| **Evaluations** | Review and assess contractor/supplier submissions |
| **Insurance**   | Verify insurance policies                         |
| **Companies**   | Manage contractor/supplier companies              |
| **Templates**   | Configure evaluation templates                    |
| **Questions**   | Manage the question bank                          |
| **Users**       | Manage admin users (Administrator only)           |
| **Clients**     | Manage client groups and viewer access            |
| **Settings**    | Platform configuration (Administrator only)       |
| **Help**        | Documentation and support resources               |

## User Roles

RapidCert has three roles available to admin dashboard users.

### Administrator

Full access to all features:

* All assessment functions
* User and client management
* Template and question configuration
* System settings and company payment history
* Revenue and discount reporting

### Assessor

Assessment-focused access:

* Review and score evaluations
* View, create, and manage companies
* Verify and manage insurance policies
* Upload and manage company documents
* Add imported evaluations for companies
* Manage notification settings
* Templates and questions management

### Viewer

Read-only access with a dedicated portal:

* View companies within assigned client (with Quick View preview)
* View evaluation status and certifications
* View full evaluation details (when enabled for their client)
* View insurance coverage summaries
* Access insights and statistics charts

## Next Steps

<CardGroup cols={2}>
  <Card title="Dashboard Guide" icon="chart-line" href="/guides/admins/dashboard">
    Understand the dashboard tabs and charts
  </Card>

  <Card title="Managing Evaluations" icon="clipboard-check" href="/guides/admins/managing-evaluations">
    Learn the evaluation workflow
  </Card>
</CardGroup>