👥 Managing Staff & Associated Users
As a Key Contact, you manage the staff associated with your organisation. This is done via > .
1. Updating Personal Details
Click > to update a profile. Important: For compliance, ensure the Telephone field contains a valid mobile number, especially for those in Visit Leader and Emergency roles.
⚙️ Understanding Portal Roles
In the menu, tap a button to toggle it (Green = Active). Click to save.
⚠️ IMPORTANT: Key Contact Warning
If you remove your own Key Contact role and click , you will immediately lose administrative access to the portal. You will need to contact Delegated Services to have this restored.
Associated: The base level for any user linked to your organisation.
Emergency Contact: Required (x2 per school) for visit compliance. Mobile numbers must be supplied in their details.
EVC: Educational Visit Coordinator. Oversees the planning and safety of all trips.
H&S Contact: The designated Health & Safety contact for Delegated Services.
Head: Organisation Lead. Should typically hold the Visit Approver role as well.
Key Contact: Full Administrative access and Staff Management rights.
Newsletter: Opts the user into general communications from Delegated Services.
Visit Approver: Specific to the Head (or Deputy). This role allows final sign-off for visits.
Visit Leader: Users available for selection as a leader within a Visit form.
Visit Manager: Can create and manage visits (ideal for office or administrative staff).
Visit Viewer: Provides read-only access to view organisation visits.
📜 Accreditations
Certificates of Competence
Use the button to upload proof of training, such as Visit Leader or EVC certifications. This creates a centralized record of staff competency for compliance audits.