Watch the overview
About 2 minutes. A narrated explainer; the transcript is below. The written guide includes additional detail.
Read the video text
- 0:00Harbour Roads Training needs its organisation details to be accurate before people upload and review files. This lesson explains the profile, status and visible totals.
- 0:11Confirm the organisation name and code shown on the page. This is the account context behind the people, survey records and commercial settings you can access.
- 0:21Active, trial or restricted states affect what the organisation can do. Read the displayed reason when access is limited instead of treating missing actions as a data error.
- 0:32Our profile uses a fictional organisation and example contact values. In normal use, an authorised administrator maintains the correct company and contact details.
- 0:42Organisation viewing and editing are separate permissions. If you cannot save a change, ask the administrator rather than borrowing another person's account.
- 0:51Contact and billing details should describe the same intended organisation. Incomplete invoice information can affect the documents generated by the billing workflow.
- 1:01File and certificate totals reflect your scope and the page's definition. They can differ between an organisation administrator and a partner-company member.
- 1:11The training administrator can see the organisation's work, while an external uploader may see only their company's or assigned records. Both views can be correct.
- 1:21Pause here. Identify the organisation code, status and editing permission. Explain which information should be checked before requesting an invoice or inviting a partner.
Keep the account context clear
Harbour Roads Training needs its organisation details to be accurate before people upload and review files. This lesson explains the profile, status and visible totals. Confirm the organisation name and code shown on the page. This is the account context behind the people, survey records and commercial settings you can access.
Read the status
Active, trial or restricted states affect what the organisation can do. Read the displayed reason when access is limited instead of treating missing actions as a data error. Our profile uses a fictional organisation and example contact values. In normal use, an authorised administrator maintains the correct company and contact details.
Edit with the right access
Organisation viewing and editing are separate permissions. If you cannot save a change, ask the administrator rather than borrowing another person's account. Contact and billing details should describe the same intended organisation. Incomplete invoice information can affect the documents generated by the billing workflow.
Understand the totals
File and certificate totals reflect your scope and the page's definition. They can differ between an organisation administrator and a partner-company member. The training administrator can see the organisation's work, while an external uploader may see only their company's or assigned records. Both views can be correct.
Explain why colleagues see different totals
An organisation administrator and an external uploader can see different permitted sets of records. Compare scope before concluding that a summary is wrong. Confirm which organisation is active and which company or assignment restrictions apply to the current account.
Keep business identity and billing information accurate through authorised settings. These details support administration and documents; changing them does not alter the source data or certify existing surveys. Use the actual record and its history when investigating a discrepancy.
Practise and check your interpretation
Pause here. Identify the organisation code, status and editing permission. Explain which information should be checked before requesting an invoice or inviting a partner.
The fictional organisation is Harbour Roads Training, code TRAINING. Check account status, the permission to edit, and the legal/contact/invoice information before inviting people or preparing billing documents. Organisation totals can differ from an external company member’s permitted scope.
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.