WEBVTT

1
00:00:00.000 --> 00:00:03.050
Harbour Roads Training needs its organisation details

2
00:00:03.050 --> 00:00:05.275
to be accurate before people upload and

3
00:00:05.287 --> 00:00:08.854
review files. This lesson explains the profile,

4
00:00:08.865 --> 00:00:12.726
status and visible totals. Confirm the organisation

5
00:00:12.829 --> 00:00:15.056
name and code shown on the page.

6
00:00:15.504 --> 00:00:17.559
This is the account context behind the

7
00:00:17.575 --> 00:00:20.725
people, survey records and commercial settings you

8
00:00:20.725 --> 00:00:23.938
can access. Active, trial or restricted states

9
00:00:24.019 --> 00:00:26.741
affect what the organisation can do. Read

10
00:00:26.747 --> 00:00:29.014
the displayed reason when access is limited

11
00:00:29.096 --> 00:00:30.914
instead of treating missing actions as a

12
00:00:30.914 --> 00:00:33.865
data error. Our profile uses a fictional

13
00:00:34.197 --> 00:00:37.401
organisation and example contact values. In normal

14
00:00:37.412 --> 00:00:40.617
use, an authorised administrator maintains the correct

15
00:00:40.627 --> 00:00:44.206
company and contact details. Organisation viewing and

16
00:00:44.292 --> 00:00:47.022
editing are separate permissions. If you cannot

17
00:00:47.030 --> 00:00:49.760
save a change, ask the administrator rather

18
00:00:49.769 --> 00:00:52.599
than borrowing another person's account. Contact and

19
00:00:52.608 --> 00:00:55.144
billing details should describe the same intended

20
00:00:55.153 --> 00:00:58.881
organisation. Incomplete invoice information can affect the

21
00:00:58.891 --> 00:01:01.787
documents generated by the billing workflow. File

22
00:01:01.787 --> 00:01:04.475
and certificate totals reflect your scope and

23
00:01:04.475 --> 00:01:07.331
the page's definition. They can differ between

24
00:01:07.331 --> 00:01:11.097
an organisation administrator and a partner-company member.

25
00:01:11.241 --> 00:01:14.043
The training administrator can see the organisation's

26
00:01:14.180 --> 00:01:16.610
work, while an external uploader may see

27
00:01:16.622 --> 00:01:19.756
only their company's or assigned records. Both

28
00:01:19.769 --> 00:01:23.141
views can be correct. Pause here. Identify

29
00:01:23.141 --> 00:01:26.805
the organisation code, status and editing permission.

30
00:01:27.267 --> 00:01:30.177
Explain which information should be checked before

31
00:01:30.329 --> 00:01:33.194
requesting an invoice or inviting a partner.
