SME Professional

Safety certificates - Instructing a first certificate (where a property has yet to be assessed for a specific certificate)

Safety certificates - Viewing all certificates for one property

Safety certificates - Tracking safety certificate expiry dates

Safety Certificates - FAQs

Safety certificates - Editing a certificate

Safety certificates - Completing a certificate (where the agent does not need to renew it)

Safety certificates - Why do I have the option to set certificate start dates two months into the future?

Safety certificates - Using the certificate audit page

Safety certificates - All certificates page

Safety certificates - Adding a new certificate

Safety certificates - Renewing a safety certificate

Safety certificates - Instructing the renewal of a certificate

Safety certificates - Sending safety certificates to tenants

Safety certificates & compliance

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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