Administrator operating guide

Use the right permission

System administration, workspace administration, recruiter access, manager mapping and issuer approval are different permissions. Use only the function granted for the relevant organisation.

If a control is hidden or disabled, obtain the appropriate approval. Do not share another administrator’s account. Public instructions in this guide do not grant administrative access.

Review registrations and organisations

Use the app-update email action when announcing a published Android release. Browser/PWA users do not need to install an APK. Review sending history before retrying an email.

1. Review the person’s saved information and Profile completion. A percentage alone is not an approval decision.
2. Use the request-for-more-information email action when details are missing; explain exactly what needs to change.
3. Approve through the appropriate approval control, then send the approval email where applicable. Sending an email does not replace the approval action.
4. For an organisation, verify its identity, representative’s authority, requested services and consent before approval.
5. Confirm recruiter seats and staff–manager mappings separately.

Configure assessment before using ratings

1. Review pending/unrated channels. Define valid completion bands, assessment weights, proficiency boundaries and evidence guidance in the available rating setup.
2. Check that boundaries make sense for the programme and that assessment evidence can be gathered fairly.
3. Define the five distinct task-star criteria before issuers approve task work.
4. Use the mentor assessment workflow with recorded evidence and feedback. Do not present an unrated or incomplete assessment as a confirmed proficiency result.

Approve issuers and confirm funding

1. Open Wallet → Issuer approval as a SkillSystem administrator. Select an active member of the correct workspace, record the authority basis and approve or revoke the permission.
2. For paid tasks, verify that SkillSystem has actually received the full service price.
3. Open Funding, confirm the correct task and record its verified receipt/reference. Do not reuse a receipt that has already been allocated.

Review and record a payout

1. Open Wallet → Payout review. Verify the person, currency, amount, receiving details and available evidence.
2. Move Requested to Under review. Reject with a reason if it cannot proceed.
3. When processing the transfer, move the request to Processing and record any actual recipient-borne transaction fee.
4. After verifying successful transfer, mark Paid and record the payment reference. If processing fails, record Failed with a useful reason.
5. Check the final deposited amount and keep the reference for support and reconciliation.

Review task email delivery

Task emails and offer expiry use the background process. Open Wallet → Email delivery to inspect pending, accepted or failed messages and retry failed delivery after checking the cause.

Accepted means the mail server accepted the message, not that it reached the inbox or was read. Confirm an actual assignment email during release testing.