Account, Pricing & Access

Organisation administration

If you administer an NHS Trust, university or training-provider account, your control surface is the Organisation dashboard. Open it from Organisations → Organisation dashboard in the navigation bar; it takes you to your organisation's own dashboard page. The dashboard has six tabs:

Overview · Team · Analytics · Compliance · Subscription · Settings

For universities and other procurement customers the Subscription tab is labelled Billing & Plans. Some panels are visible to organisation administrators only; other members see a message that they do not have permission.

Registering an organisation and the 30-day trial

Anyone can register an organisation at /register-organization. Registration starts a 30-day free trial with full Premium access for everyone you invite. When the trial ends, the dashboard shows Your trial has ended with Request a quote and Upgrade now buttons; members keep their accounts but drop back to Free access until a plan is in place.

Inviting members

Open the Team tab.

• Invite Member sends an invitation to one email address.
• Bulk Invite takes a list of email addresses, one per line, and sends an invitation to each.

Each invitation carries its own link. You can copy that link from the invitation list and share it directly if the email did not arrive. There is no shareable organisation-wide code, and there is no automatic enrolment by email domain: every member needs an invitation or, where you have set it up, institutional single sign-on.

Roles

From the member's row on the Team tab you can Make Admin, Make Manager, Make Member or Remove Member. Administrators manage the organisation; managers help run the team; members are learners.

There is no "transfer ownership" button. To hand over, promote your successor to admin first, then ask them to change your role. If you are the only administrator and need to leave, email [email protected].

Seats

Each plan has a seat allowance. When it is reached, the next person who tries to join sees a message that the organisation's seat limit has been reached and the plan needs upgrading. Free a seat by removing an inactive member, or add seats from the Subscription tab (see below).

Custom content

Under Settings → Custom Content you can create question banks and other content that only your members see. Content is entered in the dashboard; there is no file upload. Use it for local competency frameworks, QC scenarios, critical-value protocols, equipment or LIMS questions, and internal interview preparation material.

Analytics

The Analytics tab shows cohort-level figures for your organisation:

• Active seats, and how many members were active in the window
• Members with no recorded activity in the window
• Recorded learning time
• Module coverage, with the HCPC standards each module is mapped to
• Practice tests by specialty

Any figure drawn from fewer than five contributing members is withheld. In a small group an average is an individual's result in disguise, so we suppress it rather than present it as a cohort figure.

By default you cannot see individual answers, individual progress, or who got what wrong. This is a deliberate privacy boundary.

You do see a Members list: every person holding a seat, with their name (or email where no name is set), role, status, and whether they have chosen to share their training record. That list is seat administration, not performance data. Members are told that this list exists and that their sharing choice is visible in it.

A member can choose to share their own training record with your organisation from their account settings, and can withdraw that at any time. Where a member has shared, you additionally see their last active date, modules and tests attempted, number of attempts, recorded time and median score. Sharing is off by default for everyone, and only the member can turn it on; an administrator cannot enable it on someone's behalf.

Answers, written reflections and AI coach conversations are never visible to an organisation, whether or not a member has shared their record.

Subscription, quotes, purchase orders and invoices

What you see on the Subscription tab depends on how your organisation pays.

Paying by card (most NHS teams and smaller providers): choose a plan and the number of seats, and pay through Stripe. Billing Portal opens the secure customer portal to update the card, change seats or download invoices.

Paying on invoice (universities and procurement customers): the Billing & Plans tab has sub-tabs Overview · Plans · Quotes · Procurement · Contacts · Invoices.

1. Request a quote for the plan and seat count you need. The quote shows the price excluding VAT, with VAT at 20% added.
2. Accept the quote and create a purchase order. Where a signed agreement is required, the contract is sent for electronic signature.
3. We issue the invoice with our bank details for BACS payment. Download Invoice PDF is available from the Invoices sub-tab, and the invoice is also emailed to your billing contacts.
4. Access is extended as soon as payment is reconciled.

Add your finance and procurement contacts under Contacts so quotes and invoices reach the right people.

Single sign-on

If your institution is a member of the UK Access Management Federation, the organisation owner can start the setup from Settings → Single Sign-On (SSO). We configure and test the connection with you before enabling it. See SAML single sign-on setup.

Compliance

The Compliance tab is your organisation's GDPR dashboard. It is visible to administrators and includes a summary of data deletion activity for your members. For what the platform holds about each learner and how they can export or delete it, see Your data and GDPR rights.

For anything not covered here, email [email protected] with your organisation name in the subject line.