Control access, branding, policies, payments and organization settings from one place.
CertOS Administration gives owners and permitted administrators a single operating layer for users, permissions, organization identity, customer-facing policies, communication settings, payment methods, assets, imports, subscriptions, portals, promotions and personal profile settings.
Choose the operating timezone used throughout the organization.
Invite staff and connect access to the organization structure.
Owners can add or invite users, assign role presets, limit access by location and connect login accounts to Instructor records when appropriate.
- Invite or add users securely
- Assign one or more role presets
- Scope access by assigned locations
- Link user accounts to Instructor records
- Track pending invitations
Invitation links expire after 14 days.
✓ No pending invitations.Make access understandable without flattening every role into the same experience.
Role presets keep sensitive financial, administrative and operational permissions explicit while preview mode helps administrators understand another role before assigning it.
- Owner and organization administrator presets
- Training site manager, office staff and instructor access
- Accounting and portal-specific roles
- Permission counts and sensitive-access badges
- Role preview that only reduces access
Keep the identity customers see consistent across CertOS.
Configure operating timezone, logo, business name, contact details, brand colors, tagline and organization address from the same administration surface.
Stored as an IANA timezone so daylight-saving changes are handled automatically.
Maintain one authoritative policy library for customer-facing workflows.
Organizations can start from CertOS fallback language, create organization-specific overrides and keep cancellation, refund, registration, quote, proposal and general terms connected to the workflows where they matter.
- Reusable policy directory
- Organization overrides over CertOS fallbacks
- Cancellation and reschedule self-service rules
- Effective dates and customer-facing policy text
- Optional policy document upload or external link
hello@northstartraining.comBranded From
hello@northstartraining.com
Configure sending identity and registration notification behavior once.
Organization sender identity, reply-to behavior, registration recipients and student confirmations feed the Communications and Automation layers instead of being configured separately in every workflow.
- Organization sender identity
- Reply-to and branded From address
- Domain-verification readiness
- Internal registration notification recipients
- Student registration confirmations
Control which payment options appear after registration.
Configure public display names, destinations and customer instructions for card payments, PayPal, Zelle, Venmo and pay-later workflows.
Add a Stripe Payment Link or future Checkout URL.
Add a PayPal payment link.
Enter the recipient email/phone and payment instructions.
Enter the Venmo handle or payment link.
Allow registration now and payment through the organization later.
Upload reusable images and documents once, then use them throughout the platform.
Organization assets can support branding, courses, student documents, instructor materials, policies and other workflows without forcing staff to re-upload the same file repeatedly.
- Reusable images and documents
- Asset categories and display names
- Public or organization-scoped usage
- Primary logo selection
- Delete controls for unused assets
Move operational history into CertOS with validation before import.
CSV and XLSX templates keep column structure predictable for contacts, students, instructors, prospects, Business Accounts, courses, locations and historical finance records.
- CSV and Excel import templates
- Validation before records are committed
- Duplicate review
- Financial history import options
- Import history for audit and troubleshooting
See the current plan, billing cycle, included users and upgrade path in one view.
CertOS presents Solo, Team, Organization and Enterprise paths with included-user context and clear plan comparisons.
Everything an independent training professional needs.
Stronger team operations, governance and accountability.
Multi-location and larger training organizations.
Custom implementation and commercial terms.
Manage external self-service access without mixing portal users into internal administration.
Student, Instructor and Business Account portals remain separate experiences with role-scoped access and explicit invitation status.
- Student Portal access management
- Instructor Portal invitations
- Business Account Portal scopes
- Last-login and invitation status
- External users kept outside internal administration
Create pricing rules without losing historical usage.
Promotions can be organization-wide or targeted to a course, location or Business Account, with date windows and usage limits. Used codes can be deactivated instead of deleted so history remains intact.
- Percentage and fixed discounts
- Start and end dates
- Total and per-contact limits
- Course, location and Business Account targeting
- Searchable promo-code library
Keep personal identity separate from organization roles and permissions.
A user's name, email, phone and job title follow the login across organizations while role assignments remain governed independently.
john@example.com
Organization roles and permissions are managed separately from your personal profile.Update your identity once. Linked CertOS User records stay synchronized.
Govern the platform without slowing down day-to-day operations.
Access, branding, policies, payment setup, data migration and portal controls stay close to the workflows they govern while remaining centrally manageable.
Role-scoped access keeps sensitive functions explicit.
Branding and regional settings remain reusable across the workspace.
Customer-facing terms can be governed from one source.
Public payment options remain configurable by the organization.
Templates and import history support controlled onboarding.
External self-service access stays separate from internal administration.
See how CertOS administration fits your organization.
We'll show how owners and administrators manage access, identity, policies, payments and portals without leaving the operating system.