Search Results

Found 13 results for "users"

Administration

User Management

Managing user accounts, permissions, roles, and multi-nursery assignments

Getting Started

Navigating the Portal

Learn how to navigate around the portal efficiently

Getting Started

Understanding the Staff Dashboard

A complete guide to the home dashboard, its widgets, statistics, and quick actions

Funding Submissions

Submission Validation Rules

Understanding what is validated at each stage and how to resolve validation errors

Funding Submissions

Exporting Submissions to Local Authority

How to export approved submissions for your local authority funding claim

Funding Submissions

Deleting Submissions

How to permanently delete a funding submission (Head Office only)

Funding Submissions

Bulk Download Signed Agreements

Download all signed funding agreements for a funding period as a ZIP file

Parent Portal

Parent Portal Overview

An introduction to the parent portal for completing funding declarations

Parent Portal

Creating and Managing Your Account

How to register, log in, and manage your parent portal account

Reports & Exports

Reports Dashboard & Statistics

Understanding the reports dashboard, available statistics, and analytics charts

Reports & Exports

Custom Report Builder

Create, save, and schedule custom tabular reports across all portal data

Administration

Audit Logs

Comprehensive system audit trails, activity tracking, and before/after data changes

Troubleshooting

Login & Account Issues

Resolving login problems, password resets, and account access issues