Watch the overview
89 seconds. A narrated explainer; the transcript is below. The written guide includes additional detail.
Read the video text
- 0:00This lesson uses a fictional training account to explain profile details, account status and password changes. No real personal information or password is shown.
- 0:09Read the account's organisation, role, status and sign-in information. These help confirm that you are working in the intended account context.
- 0:19A role label is only part of access. Organisation role settings, individual permissions and file scope affect what you can do.
- 0:27Use the profile form to maintain your display name where permitted. In our training material, role labels replace real people's names.
- 0:36If the account cannot perform a review action, changing its display name will not help. Ask the administrator to inspect permissions, file scope and signing eligibility.
- 0:46The password form asks for the current and new password. Enter those privately, following the requirements displayed by the platform; never record them in training footage.
- 0:55The authenticator-app item on this page is marked planned. Do not present it as a working self-service setup flow when that control is unavailable.
- 1:04Use your own account and follow the organisation's sign-out and device policies. Do not solve access problems by sharing another reviewer's credentials.
- 1:12Pause here. Identify the account's organisation and status, then describe the difference between a profile correction and an administrator changing permissions.
Check your own account
This lesson uses a fictional training account to explain profile details, account status and password changes. No real personal information or password is shown. Read the account's organisation, role, status and sign-in information. These help confirm that you are working in the intended account context.
Understand permissions
A role label is only part of access. Organisation role settings, individual permissions and file scope affect what you can do. Use the profile form to maintain your display name where permitted. In our training material, role labels replace real people's names.
Example: missing access
If the account cannot perform a review action, changing its display name will not help. Ask the administrator to inspect permissions, file scope and signing eligibility. The password form asks for the current and new password. Enter those privately, following the requirements displayed by the platform; never record them in training footage.
Read available security features
The authenticator-app item on this page is marked planned. Do not present it as a working self-service setup flow when that control is unavailable. Use your own account and follow the organisation's sign-out and device policies. Do not solve access problems by sharing another reviewer's credentials.
Choose the right route for a change
Profile settings and review authority are different concerns. Correct a display label through the profile workflow; ask an authorised administrator to review permissions when the required action is unavailable. A profile edit does not grant certification eligibility.
Keep password and authentication steps private. Training should show the route and expected outcome without recording passwords, recovery codes or other usable credentials. After an authorised change, confirm the relevant account state before relying on it for ongoing work.
Practise and check your interpretation
Pause here. Identify the account's organisation and status, then describe the difference between a profile correction and an administrator changing permissions.
Confirm the fictional account’s organisation and active status. Profile fields identify the account; an administrator controls the permissions and scope needed for review. Enter passwords privately. The authenticator item shown in this source version is planned and has no self-service setup on that page.
Use the signed-in onboarding library to record viewing progress and return to unfinished lessons. Watching the public article is useful for reference, but does not update your account’s lesson completion record.
Sources and scope
This guide describes the platform workflow; it does not establish a requirement of a TMH manual. Platform review and certification are described in the product documentation.