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Users & Viewers

This guide covers managing administrator users and viewer accounts.

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Admin Users

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User list

Navigate to Users to see all admin users. Each user shows:
ColumnDescription
NameUser’s full name and email address
RoleAdmin or Assessor
StatusActive or Inactive
Last LoginWhen the user last signed in
ActionsEdit, Impersonate (support use only — see below), and Deactivate/Activate buttons

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Creating users

1

Click Add User

Go to Users and click Add User.
2

Enter details

Provide the user’s name, email address, and role.
3

Save

The user is created and can sign in using the passwordless one-time code sent to their email.

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User roles

RoleCapabilities
AdminFull access — user management, templates, questions, settings, billing
AssessorReview evaluations, manage companies, verify insurance, manage documents, create evaluations, manage notification settings, templates and questions management, view dashboard health metrics

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Editing users

  1. Click on a user in the list
  2. Modify details or role
  3. Save changes
A user’s email address cannot be changed. To change an email, the account must be deleted and recreated with the new address.

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Editing viewers

To edit a viewer’s details:
  1. Navigate to Clients in the sidebar
  2. Select the client the viewer is assigned to
  3. Go to the Access tab
  4. Find the viewer in the list and click Edit
  5. Modify the viewer’s full name
  6. Save changes
The viewer’s full name can be edited. An Admin Viewer permission checkbox is also available when editing a viewer. Email cannot be changed — to change a viewer’s email, create a new viewer account.
The Save Changes button will be disabled if the client context cannot be resolved. If you see an error message stating “Viewer client access could not be resolved for this client”, ensure you have selected a valid client before attempting to edit viewer details.

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Deactivating users

To disable a user account:
  1. Find the user in the Users table and click Deactivate in the Actions column
  2. Confirm
Deactivating a user immediately revokes all of their active sessions. They are signed out within seconds and cannot log in again until the account is re-enabled. Their history is preserved.

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Impersonating users

The Impersonate button on the Users page allows administrators to log in as another user. This feature is intended for support purposes only — for example, to see exactly what a contractor/supplier sees in order to help them troubleshoot an issue.
All impersonation sessions are logged for auditing purposes. Use impersonation only when you need to assist a user and cannot resolve their issue without seeing their view of the system.
Impersonation is not available for users who belong to a company linked to more than one tenant. If you attempt to impersonate such a user, the action will be blocked with a permission error. Contact your RapidCert administrator if you need to assist a user in this situation.

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Viewer Accounts

Viewers have read-only access to companies within their assigned client. They are created and managed from the Clients page, not from a separate viewers page.

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Creating viewers

Viewers are added within a specific client’s settings:
1

Open the client

Navigate to Clients in the sidebar and select the client you want to add a viewer to.
2

Go to the Access tab

Select the Access tab on the client page.
3

Add a viewer

Click Add Viewer and enter the viewer’s name and email address. The Send welcome email checkbox is checked by default — uncheck it if you do not want an invitation email sent.
4

Save

The viewer is created and assigned to this client. If the welcome email option was left checked, they receive an invitation email to set up their account.
Viewers are scoped to a client — they can see all companies within that client. There is no per-company assignment for viewers.

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Viewer permissions

Viewers can:
  • View all company profiles within their assigned client
  • View evaluation status and certifications
  • View insurance status
  • Download certificates
Viewers cannot:
  • Edit any data
  • Assess evaluations
  • Access companies outside their assigned client

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Per-client evaluation access control

By default, viewers can see company profiles but not full evaluation details. You can enable or disable viewer access to evaluations on a per-client basis using the Allow Viewers to View Evaluations toggle. To configure this:
  1. Navigate to Clients in the sidebar
  2. Open the client you want to configure
  3. On the Access tab, toggle Allow Viewers to View Evaluations on or off
  4. Save
When enabled, viewers assigned to that client can:
  • View full evaluation details (responses, scores, comments)
  • Download certificate PDFs and full report PDFs for approved evaluations
  • Access evaluation history
When disabled, viewers see company profiles and certification status but cannot open individual evaluations. Attempts to access evaluation details return a not-found response rather than an access-denied error, so no evaluation metadata is leaked.
This setting applies to all viewers under the client. You cannot enable evaluation access for individual viewers — it is controlled at the client level.

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Viewing viewer email history

You can view email delivery history for individual viewers to troubleshoot login issues or verify invitation delivery. To access a viewer’s email history:
  1. Navigate to Clients in the sidebar
  2. Select the client the viewer is assigned to
  3. Go to the Access tab
  4. Find the viewer in the list and click View Emails
The email history shows authentication codes and invitation emails sent to the viewer within the last 12 months, including delivery status and whether login codes were successfully used. For full details on viewer email history, see the Email Management guide.

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Removing viewer access

To remove a viewer, open the client’s Access tab, find the viewer in the list, and click Delete. Viewers are deleted, not deactivated.

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Authentication & Security

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Passwordless login

All users (admins, assessors, and viewers) sign in using a one-time code sent to their email address. There are no passwords to manage.

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Resetting access

If a user needs a new verification code:
  1. They request a new code at the login screen
  2. The code is sent to their email
  3. No admin action is needed

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Best Practices

Regularly review user accounts and remove access for people who no longer need it.
  • Use appropriate role levels
  • Review access quarterly
  • Deactivate departed staff promptly
  • Limit admin accounts

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Troubleshooting

  • Verify the email address is correct
  • Check the account isn’t deactivated
  • Have them request a new verification code
  • Check client assignments
  • Verify role permissions
  • For viewers, confirm they are assigned to the correct client
  • Ensure you have selected a valid client before opening the edit viewer modal
  • If you see “Viewer client access could not be resolved”, navigate back to the Clients page and select the correct client
  • The Save Changes button will be disabled until a valid client context is established
  • Deactivate the account
  • Contact support for permanent deletion (if required)

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Next Steps

Settings

Configure platform settings