Step 1: Organization Setup in the Admin Portal

1.1 Receiving Your Invitation

  • Check your email for an Org Admin invitation sent by Certiverse.
  • Click "Accept Invite" in the email, and you'll be taken to the Certiverse account creation page.

⚠️ If you don't see the invitation in your inbox, check your spam or junk folder before requesting a resend. The invite is sent from a Certiverse no-reply address.

1.2 Creating Your Account

  • Enter your email address and click "Request Verification Code".
  • Check your email for the code and enter it in the verification field.
  • Enter your first name and last name.
  • Create and confirm your password.
  • Click "Create Account", and you'll be automatically redirected to the Certiverse platform.

💡 Once redirected, you'll land in your organization's Authoring portal. Your org is already linked to your account from the invitation. There's no need to search for it.

❓ Why do I need to set up an org first?

Everything in Certiverse — JTAs, blueprints, exams, items — lives under an organization. Think of it as the folder that holds the whole exam program. Without one, there's nowhere to put anything.

1.3 Accessing Your Organization

  • Navigate to the Admin Portal by clicking on the left-facing arrow on the upper left side of the sidebar and clicking the silhouette + gear icon at the bottom of the sidebar.
  • Under Organizations in the sidebar, locate your organization and open it.
  • Review the organization settings and confirm the name, details, and any pre-configured fields carried over from Certiverse's initial setup.

1.4 Managing Org Admins

  • From within your organization, navigate to the Roles & Permissions section.
  • Review who currently has Org Admin access. At this stage, it may only be you.
  • Invite any additional Org Admins your program requires by entering their email addresses and sending invitations.
❓ How many Org Admins does a program need?

There's no hard minimum beyond one, but most programs benefit from at least two — a primary and a backup. If the sole Org Admin loses access or leaves the organization, having a second admin prevents a lockout situation. Invite a backup before you get deep into exam development.

❓ Which roles need access and why?

At minimum you'll need an Org Admin to manage the program, and you may need to invite SMEs and Project Admins depending on your workflow. Each role sees a different slice of the platform — SMEs and Project Admins cannot create JTAs, for example, so make sure the right people have the right level.

 

Now, you can return to Authoring by clicking the left-facing arrow next to Admin on the upper-left-hand side, then clicking on  Authoring → Exam Blueprints. Let's get started!

 

On to the next step → Step 2: Creating a Job Task Analysis (JTA)

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