This guide introduces the main navigation of the Admin workspace at trellis-ga.app/global-action/workspace. We will simply look around together, so the guides that follow feel familiar rather than overwhelming.

What You Will Learn

  1. How to reach the Admin workspace
  2. What each item in the top navigation does
  3. What is available from your account menu
  4. Where to go next depending on the task at hand

1 Open the Workspace

Once you are signed in as an Admin, you will land on the workspace dashboard shown below. This is the home base for every feature covered in this manual.

Admin Dashboard home Figure 1. The Admin Dashboard home screen, with the main navigation bar across the top.

2 Understand the Top Navigation

The navigation bar gives you quick access to every major area of the platform:

  • Manage Cohorts - create and oversee training cohorts.
  • Manage Students - register students and review their profiles.
  • Manage Graduations - issue certificates and approve completed modules.
  • Manage Team Members - assign coordinators, teachers, and mentors to a cohort.
  • Manage Alumni - keep track of students who have already graduated.
  • Resource Library - store and share files with a cohort, region, or country.
  • Misc - administrative settings such as users, locations, notifications, certificates, modules, and email configuration.
Tip: If you are new to the platform, we recommend reading the How to Create a New Cohort guide first, since almost every other feature is organized around a cohort.

3 Your Account Menu

Clicking your name in the top-right corner opens a short menu with a few extra items:

  • Account - opens your own profile page, covered in Viewing & Editing Your Profile.
  • Inbox and Taskboard - these are reserved for upcoming messaging and task-tracking features and are not active yet at the time of this writing.
  • Settings - currently opens Notification Settings, which is covered under Admin Settings.
  • Logout - signs you out of the workspace.

4 Choose Your Next Step

Use the search box in the sidebar to jump straight to the topic you need, or simply browse the categories in order. Each guide is self-contained, so feel free to skip around based on what you are trying to accomplish today.

Global Action Admin Manual - Getting Started
A cohort is the container for a group of students moving through the same program together. Setting one up correctly from the start makes every later step, such as registering students or assigning teachers, much easier.

What You Will Learn

  1. How to open the Manage Cohort page
  2. How to choose a program and naming details
  3. How to set the student scope and learning format
  4. How to generate the cohort

1 Open the Manage Cohort Page

From the Admin Dashboard, select Manage Cohorts in the top navigation, then click Create to start a new cohort. Cohorts are grouped into Active, Future, and Past sections so you can find what you need quickly.

Dashboard navigation to Manage Cohort Figure 1. Selecting Manage Cohorts from the Admin Dashboard.
Manage Cohort listing page Figure 2. The Manage Cohort page, listing every existing cohort.

2 Program Setup

Choose the training program this cohort will follow. The program determines which modules and materials will later appear for students.

Program setup step Figure 3. Selecting the training program for the new cohort.

3 Naming & Dates

Give the cohort a clear, memorable name and set its start and end dates. A descriptive name, for example one that includes the location and year, makes it much easier to find later.

Naming and dates step Figure 4. Naming the cohort and setting its schedule.

4 Student Scope

Define the location, and church if relevant, that this cohort belongs to. This scope controls who is eligible to be registered as a student.

Student scope step Figure 5. Setting the student scope for the cohort.

5 Learning Format

Pick the learning format that best matches how the cohort will actually meet: in person, online, or a hybrid of both.

Learning format step Figure 6. Choosing the cohort's learning format.
Tip: Most of these settings can be revisited later from the cohort's detail page, so there is no need to get every field perfect on the first try.

6 Generate the Cohort

Review the summary and click Generate. The new cohort will now appear in the Manage Cohort list, ready for students, teachers, and modules to be added.

Global Action Admin Manual - Manage Cohorts
Once a cohort exists, you will likely come back to it often to check on students, update dates, or eventually archive it. This guide covers the everyday actions available from the cohort list.

What You Will Learn

  1. How to find a cohort in the list
  2. How to edit or delete a cohort
  3. What you will find on a cohort's detail page
  4. Where to check a student's transfer history

1 Find the Cohort

Open Manage Cohorts from the top navigation. Use the search box to quickly filter the list by name, or scroll through it directly. The list can also be exported to Excel, PDF, or CSV, or sent to a printer, using the buttons above the table.

Cohort list page Figure 1. The Manage Cohort listing, with Create, Select, Edit, Delete, and Manage actions for each row.

2 Edit or Delete a Cohort

Click Edit next to a cohort to update its name, dates, or scope. Click Delete to remove a cohort entirely.

Please be careful with the Delete action. Removing a cohort can affect the students, teachers, and records associated with it, so it is worth double-checking before confirming.

3 Open the Cohort Detail Page

Click Manage to open the full detail page for a cohort. From here you can:

  • Assign or review Roles for the cohort
  • Jump directly to Register a Student, Student Profiles, Submissions, Attendance, Graduation Management, or Certificates
  • Review the Modules table and Students Roster
  • Check Assignments, Class Facility & Logistics, and the Student Transfer History
  • Run a report scoped to just this cohort, using the Run Report button near the top of the page
Cohort detail page Figure 2. The Cohort Details page, which acts as a hub for everything related to that cohort.

4 Review Student Transfer History

If a student ever moves from one cohort to another, that move is recorded automatically. Scroll to the bottom of the Cohort Details page and click View All under Student Transfer History to see the full log, including who was transferred, the reason given, and who made the change.

Student transfer history page Figure 3. The Student Transfer History table for a cohort.
Global Action Admin Manual - Manage Cohorts
For in-person or hybrid cohorts, it helps to keep a record of the meeting site itself: the address, seating, amenities, and safety details. This information lives separately from the cohort's basic settings.

What You Will Learn

  1. How to open the Facility & Logistics page for a cohort
  2. What information you can record
  3. How to save your changes

1 Open Facility & Logistics

From a cohort's detail page, scroll down to Class Facility & Logistics and click Manage.

Manage facility and logistics page Figure 1. The Manage Class Facility & Logistics form.

2 Fill In the Facility Details

You can record the class site address, a directions or map link, public transport access, seating capacity, and whether the room has blackboards or whiteboards. There are also fields for facility contact info, the facility owner's contact info, terms and conditions, a meals plan, whether a security assessment has been done, Wi-Fi availability, and whether restrooms are available.

None of these fields are required. Fill in whichever details are useful for your team, especially anything a visiting teacher or mentor would want to know ahead of time.

3 Save Your Changes

Once you are done, click Save Facility Data. You can come back and update these details at any time as the cohort's meeting arrangements change.

Global Action Admin Manual - Manage Cohorts
Attendance is tracked per module and per session, which keeps things accurate even when a cohort covers many weeks of meetings. This guide covers setting up sessions and entering attendance.

What You Will Learn

  1. How to open Attendance Settings for a cohort
  2. How to add an attendance session
  3. How to enter attendance for a session

1 Open Attendance Settings

From a cohort's detail page, choose Attendance under the Manage Students shortcuts.

Attendance settings page Figure 1. Attendance Settings for a cohort, with the Add Attendance Session form and session list.

2 Add an Attendance Session

Choose the module the session belongs to, then set the Start Session and End Session times and a late Tolerance in minutes. Click Add Session once you are ready. The session will then appear in the Attendance Sessions list below, where it can be reviewed later.

Tip: The tolerance setting gives students a short grace period after the start time before they are marked late, which is useful for larger venues or slower internet connections.

3 Enter Attendance

In the Attendance Entry section, select the module and the specific session you want to record. The list of enrolled students will load automatically, letting you mark who attended that session.

Global Action Admin Manual - Manage Cohorts
Each module in a cohort can have its own set of graded questions. This guide walks through adding questions to a module and finding student submissions.

What You Will Learn

  1. How to open Manage Cohort Assignments
  2. How to add or import questions for a module
  3. How to review student submissions

1 Open Manage Cohort Assignments

From a cohort's detail page, choose Submissions under the Manage Students shortcuts, or click Manage next to the Assignments section further down the page. Both lead to the same module list, where each module has a Manage Submissions and a Manage Assignments button.

Manage cohort assignments page Figure 1. The Manage Cohort Assignments page, listing every module with its own action buttons.

2 Add or Import Questions

Click Manage Assignments for a module to open its question list. You can add questions one at a time, choosing between Multiple Choice and Essay types, or import a batch of questions from a spreadsheet using the provided example file as a template. Due dates can be edited individually or all at once using Edit All Due Dates.

Manage assignment questions page Figure 2. Managing questions for a single module, with options to add or import Multiple Choice and Essay questions.

3 Review Submissions

Click Manage Submissions for a module to see how students have answered, and to enter grades where needed. The "All Grades Entered?" column on the module list gives you a quick way to see which modules still need attention.

Tip: If a module shows "No data" for All Grades Entered, it usually means no questions have been added yet, or no students have submitted answers for it.
Global Action Admin Manual - Manage Cohorts
This page is where certificate files for a specific cohort actually get opened and issued, working together with the certificate templates set up in Admin Settings.

What You Will Learn

  1. How to open Cohort Certificates
  2. How to choose a certificate template
  3. How to view an issued certificate

1 Open Cohort Certificates

From a cohort's detail page, choose Certificate under the Manage Students shortcuts.

Cohort certificates page Figure 1. The Cohort Certificates page, with a template selector and a list of issued certificates.

2 Choose a Certificate Template

Use the Certificate Template dropdown to pick a specific design, or leave it set to Use Country Default Template so it follows whatever has been configured for that country. Click Apply to confirm your choice.

3 View or Create Certificates

Click View Certificate to preview how it will look, or Create New Certificate Template to design a new one from this page. Once certificates have been generated for students in this cohort, usually from the Graduation Management page, they will be listed in the table below with their status and issue date.

Tip: If you are looking to generate a certificate for a specific student, that action lives on the Graduation Management page rather than here. This page is mainly for choosing the template and reviewing what has already been issued.
Global Action Admin Manual - Manage Cohorts
Registering a student creates both their profile and their login account in a single step. Having the cohort and location ready beforehand will make this go smoothly.

What You Will Learn

  1. How to open the registration form
  2. What information is required versus optional
  3. How the default student password is generated

1 Open the Registration Form

From a cohort's detail page, choose Register a Student, or go to Manage Students and click Add New Student.

Register student form Figure 1. The student registration form, divided into Student Profile, Account Information, Assignment Scope, and Profile Details.

2 Fill In the Required Sections

The form is organized into a few clear sections:

  • Student Profile - the student's basic personal details.
  • Account Information - a username is required; the default password follows the format GIC-Student-Username, which the student can change later.
  • Assignment Scope - Location is required, and Church is optional if it applies.
  • Profile Details - headshot photo, education background, and a short bio are all optional but help personalize the student's profile.
Tip: Let the student know their default password format ahead of time so their first login goes smoothly.

3 Save the Student

Once the required fields are filled in, submit the form. The student will now appear in the cohort's roster and in the Manage Students list, ready to begin their coursework.

Global Action Admin Manual - Manage Students
Every registered student has a profile page that brings together their contact details, progress, badges, and certificates in one place. This is usually the fastest way to answer "how is this student doing?"

What You Will Learn

  1. How to find a student in the list
  2. What information appears on a student profile
  3. How to read the course completion indicators

1 Open Manage Students

Select Manage Students from the top navigation to see the "My Students" list. Use the search and filter options to narrow down the table, then click View next to the student you are looking for.

Student list page Figure 1. The Manage Students table, with search, filters, and a View action for each student.

2 Review the Student Profile

The profile page brings together several useful sections:

  • Contact information, along with their assigned location and church
  • Badges earned and certificates received so far
  • A course completion ring showing overall progress at a glance
  • A module completion checklist listing each module and its status
Student profile page Figure 2. A student's profile page, including badges, certificates, and module completion.
Tip: The module completion checklist is a quick way to see exactly which module is holding up a student's graduation.
Global Action Admin Manual - Manage Students
Graduation is the moment all the earlier steps lead up to. This guide walks through reviewing module approvals and generating certificates for a cohort.

What You Will Learn

  1. How to open Manage Graduations
  2. How to review the Student Module Approval Overview
  3. How to generate or revoke a certificate

1 Open Manage Graduations

Select Manage Graduations from the top navigation. You will see the Manage Graduations & Booklet listing, along with a Student Module Approval Overview table further down the page.

Manage Graduations listing Figure 1. The Manage Graduations & Booklet listing, with a Graduate Students action for each cohort.
As an Admin, the Student Module Approval Overview table is shown as Read Only. Module-level approval is generally handled by Coordinators and Teachers closer to the classroom.

2 Open Graduation Management for a Cohort

Click Graduate Students next to a cohort to open its Graduation Management page. Here you can review each student's Certificate Number, Booklet Number, Issued At date, and Status.

Graduation management for a cohort Figure 2. Graduation Management for a single cohort, showing certificate status per student.

3 Generate or Revoke a Certificate

Once a student has completed the required modules, click Generate Certificate to issue it. If a mistake needs to be corrected, Revoke Certificate is available as well.

Tip: It is worth double-checking the Student Module Approval Overview before generating certificates, so every module shows as approved first.
Global Action Admin Manual - Manage Graduations
Every cohort runs better with the right people in the right roles. This guide shows how to assign Coordinators, Teachers, and Mentors to a cohort.

What You Will Learn

  1. How to open Manage Team Members
  2. How to open Cohort Role Management for a specific cohort
  3. How to assign and save roles

1 Open Manage Team Members

Select Manage Team Members from the top navigation. You will see a card for each cohort, showing who is currently assigned as Coordinator, Teacher, and Mentor.

Team members by cohort Figure 1. Team Members grouped by cohort, each with a Manage button.

2 Manage Roles for a Cohort

Click Manage on a cohort's card to open Cohort Role Management. Use the Select Cohort dropdown to switch cohorts if needed, then check the box next to each person you want to assign to a role. People already assigned are marked with an "Assigned" tag.

Cohort role management page Figure 2. Cohort Role Management, with checkbox lists for each role.

3 Save Your Changes

After making your selections, click Save Roles. The team card for that cohort will now reflect the updated assignments.

Global Action Admin Manual - Team Members
Once students graduate, their records move into the Alumni view, which stays organized by cohort so you can look back on any past group at any time.

What You Will Learn

  1. How to open Manage Alumni
  2. How to filter by cohort
  3. How to export or view an alumnus's record

1 Open Manage Alumni

Select Manage Alumni from the top navigation. By default, the list shows alumni across All Cohorts, but you can narrow it down using the cohort filter.

Manage Alumni listing Figure 1. The Manage Alumni list, with a cohort filter, export buttons, and a View action.

2 Export or Review a Record

Use the export buttons above the table to download the alumni list in your preferred format, or click View next to a name to see that person's full record, similar to a student profile.

Global Action Admin Manual - Alumni
The Resource Library is a shared space for storing files that a cohort, region, or country will need, such as handouts, presentations, or reference material.

What You Will Learn

  1. How to choose a library source
  2. How to add files or folders
  3. How to share, rename, or delete an item

1 Choose a Library Source

Select Resource Library from the top navigation. At the top of the page, choose whether you want the Cohort Library, Region Library, or Country Library, then use the Select Cohort search if you chose the cohort option.

Resource library page Figure 1. The Resource Library, with a source selector, sort-by-file-type sidebar, and a storage usage bar.

2 Add or Organize Files

Use Add Files to upload new documents, or Add Folder to create a new folder for organizing them. The sidebar lets you sort by file type and keep an eye on how much storage space has been used.

3 Share, Rename, or Delete

Select a file or folder to reveal the Share, Rename, and Delete actions. Share makes an item available to the people who need it, while Rename and Delete help keep the library tidy over time.

Tip: A little bit of folder organization early on goes a long way as the library grows.
Global Action Admin Manual - Resource Library
The Reporting Suite pulls together learner demographics, teacher and facilitator demographics, and anonymous teacher survey results, all filtered to whatever you are allowed to see. It is a great way to get a bird's-eye view instead of clicking through cohorts one at a time.

What You Will Learn

  1. How to open Run Reports
  2. How to filter and run a report
  3. How to read the results and export the detailed rows

1 Open Run Reports

Click Run Report on the Reporting Insights card on your Admin Dashboard. You can also reach a report scoped to one cohort by clicking Run Report from that cohort's detail page.

Run Reports page Figure 1. The Run Reports page, with filters and summary cards for Learners, Enrollments, Active Cohorts, and Average Class Size.

2 Filter and Run the Report

Narrow the report using any combination of Audience, Cohort, Gender, Student Status, Cohort Status, Region, Country, Program Type, Program Level, Denomination, and Educational Background, then click Run Report. Use Reset Filters at any time to start over.

3 Read the Results

Once a report runs, you will see charts for Students by Gender, Students by Age, Students by Denomination, Status Mix, Largest Cohorts, and Educational Background, along with an Anonymous Teacher Survey Ratings section. Teacher survey results are aggregated so no individual student's response can be identified.

Further down, the Detailed Report Rows table lists one row per learner enrollment or teacher record, and can be exported to Excel, CSV, or PDF, or sent to a printer, using the buttons above the table.

Tip: The charts update based on your filters, so it is worth experimenting with different combinations, such as one cohort at a time, to spot trends you might otherwise miss.
Global Action Admin Manual - Reports & Analytics
Beyond students, the platform also has staff accounts such as Coordinators, Teachers, and Mentors. This guide covers adding them directly and approving anyone who registered on their own.

What You Will Learn

  1. How to add a new user and choose their role
  2. How to approve or reject a self-registered user
  3. Where to view the organizational chart

1 Add a New User

Go to Misc > Add User. Choose a role, such as Coordinators, from the Select Role dropdown, and the form will adjust to show the relevant User Profile, Account Info, and Assignment Scope fields for that role.

Add user form Figure 1. The Add User form after selecting the Coordinators role.

2 Approve Registered Users

Go to Misc > Approve Register User to see everyone who has signed up on their own and is waiting for review. Each row shows their submitted date, role, username, mobile number, and location, along with a Review and Action column.

Approve user registration page Figure 2. The User Registration Approval table.
Tip: It is worth reviewing the submitted details carefully before approving, since this grants the person real access to the platform.

3 View the Organizational Chart

Go to Misc > Organizational Chart for a read-only view of how everyone's roles connect to one another.

Organizational chart Figure 3. The Organizational Chart view.
Global Action Admin Manual - Admin Settings
Locations and churches are the geographic backbone of the platform. Setting them up correctly makes cohort creation and student registration much smoother later on.

What You Will Learn

  1. How to add a new location
  2. How to review all existing locations
  3. How to add a church and assign a location owner

1 Add a New Location

Go to Misc > Add Location. Start typing the country name in the autocomplete field, and the region, code, and timezone will fill in automatically.

Add location form Figure 1. The Add New Location form with country autocomplete.

2 Review All Locations

Go to Misc > All Locations to see every location along with its region, country, code, and timezone. Edit and Delete actions are available for each row.

All locations table Figure 2. The All Location table.

3 Add a Church

Go to Misc > Add Church. Church Name and Location are required, while details such as Denomination, Pastor, Phone, Email, Website, Google Maps URL, Address, and Notes are optional but helpful to fill in when available.

Add church form Figure 3. The Add New Church form.

4 Assign a Location Owner

Go to Misc > Location Ownership to assign a default Regional Director or Country Director to a given location.

Location ownership page Figure 4. Location Owner Management.
Global Action Admin Manual - Admin Settings
Notifications are a simple way to reach a group of users, for example letting all Coordinators know about an upcoming deadline, without needing to email everyone individually.

What You Will Learn

  1. How to open Notification Settings
  2. How to read the notification table
  3. How to add a new notification

1 Open Notification Settings

Go to Misc > Notification Settings, or use the Settings shortcut in your account menu at the top right. Near the top you will see counters for Total, Active, and Inactive notifications, followed by a table listing each one's Title, Target Role, Scope, Publish and Expire dates, Status, and who created it.

Notification settings page Figure 1. The Notification Settings page.

2 Add a New Notification

Click + Add Notification, choose the target role and scope, write your message, and set a publish and expiration date. Once saved, it will appear for the intended audience automatically.

Tip: Setting an expiration date helps keep the notification list tidy, since outdated announcements will not linger indefinitely.
Global Action Admin Manual - Admin Settings
Certificates are one of the most visible things a student receives, so it helps to have a design that is easy to manage and consistent across cohorts.

What You Will Learn

  1. How to create or import a certificate design
  2. How to review existing designs
  3. How to check certificate usage by country

1 Open Certificate Settings

Go to Misc > Certificate Settings. From here you can click + Create New Design to start a fresh template, or Import Design to bring in one that was prepared elsewhere.

Certificate settings page Figure 1. Certificate Settings, including the design table and usage table by country.

2 Review Designs & Usage

The design table lists every certificate template that has been created. Further down, the Manage Certificate Usage table shows which design is being used in which country, which is useful for keeping things consistent across regions.

This page controls the templates themselves. To choose a template for one specific cohort, or to see certificates already issued to that cohort's students, see Managing Certificates for a Cohort.
Global Action Admin Manual - Admin Settings
Modules are the building blocks of a program's curriculum. This guide covers how shared modules are created, scoped, and managed, along with who is allowed to make changes.

What You Will Learn

  1. How to set the module level and location scope
  2. How to add a new shared module
  3. How to review existing shared modules
  4. How to control which roles can update modules

1 Set the Scope

Go to Misc > Manage Modules. Choose the Module Level and Location Scope you want to work with, then click Apply Scope to filter the page to just that scope.

Module management page Figure 1. Module Management, with scope selectors and the Add New Shared Module panel.

2 Add a New Shared Module

In the Add New Shared Module panel, set the completion status chips in order (No. 1 through No. 9), give the module a title, and upload the Student PDF Module file for that module.

3 Review Shared Modules

The Manage Shared Modules table below lists every module that has already been created, so you can review or update them as the curriculum evolves. Because modules are shared by level and location, any change here affects every cohort using that same scope.

Tip: Keeping module numbering consistent across cohorts makes it much easier to compare progress between groups later.

4 Control Who Can Update Modules

Go to Misc > Module Settings to decide which roles, besides Admin, are allowed to add, edit, delete, or replace module files. Turn on Lock module management and check the roles you want to allow, then click Save Settings.

Module settings permissions page Figure 2. Module Settings, showing which roles are allowed to update modules.
Global Action Admin Manual - Admin Settings
Not every role needs the ability to create a cohort. This setting lets you control that permission centrally, rather than case by case.

What You Will Learn

  1. How to open Cohort Access Settings
  2. How to update which roles can create cohorts
  3. Where to find the current access summary

1 Open Cohort Access Settings

Go to Misc > Cohort Access. You will see a checkbox for each role; by default, Admin, Regional Director, Country Director, and Coordinators are checked.

Cohort access settings page Figure 1. Cohort Access Settings, with role checkboxes and a current access summary.

2 Save Your Changes

Check or uncheck roles as needed, then click Save Settings. The Current Access Summary below will update to reflect the change. From this page you can also click Open Cohort Creator to jump straight into creating a cohort.

Global Action Admin Manual - Admin Settings
These settings are less about day-to-day cohort work and more about the platform's public-facing presence. They are usually configured once and revisited only occasionally.

What You Will Learn

  1. How to update core SEO metadata and social previews
  2. How to control search engine indexing
  3. How to review AI search readiness settings

1 Core Metadata & Indexing

Go to Misc > SEO Settings. Here you can set the Site Name, Default Meta Title and Description, Default Keywords, and Canonical URL, along with Robots Index and Follow behavior. The Search Engine Indexing section lets you allow all search engines, block indexing entirely, or allow only specific engines such as Google or Bing.

SEO settings page Figure 1. SEO Settings, showing core metadata and search engine indexing controls.

2 Social Previews & Analytics

Further down the same page, you can set Open Graph and Twitter Card details so links preview nicely on WhatsApp, Facebook, X, Pinterest, and LinkedIn. The Verification & Analytics section holds your GA4 Measurement ID, Google Tag Manager ID, and site verification codes, and the Crawl Files & Structured Data section lets you edit the sitemap URL, robots.txt content, and Schema JSON-LD. Click Save SEO Settings when you are done.

3 AI SEO Settings

Go to Misc > AI SEO Settings to tune how AI systems discover and cite your content. The page is organized into stages: Generative Engine Optimization, Retrieval-Augmented Generation, Semantic, Schema, Chunking & Re-ranker, and Results.

AI SEO settings page Figure 2. AI SEO Settings, showing the AI Search Pipeline stages and summary metrics.
Tip: You do not need to fill in every stage at once. Start with Generative Engine Optimization, since it defines the core topics you want AI answers to associate with Global Action, and expand from there.
Global Action Admin Manual - Admin Settings
These settings control every automated email the platform sends, from password resets to certificate notices. They are typically set up once by whoever manages the platform's technical configuration.

What You Will Learn

  1. How to configure the outgoing mail server
  2. How to edit email templates
  3. How to turn individual system emails on or off

1 Configure the Outgoing Mail Server

Go to Misc > SMTP Settings. Enable SMTP and fill in the Mailer, Port, Encryption, Host, Username, and Password for your outgoing mail server. Optional Incoming Mail Server sections for IMAP and POP3 are available if you want to document those connection details as well. A Delivery Summary panel on the right lets you test enabled connections before saving.

SMTP settings page Figure 1. SMTP Settings, with outgoing and incoming mail server fields and a delivery summary.
Passwords are never displayed once saved. The password field will simply stay blank, and leaving it blank when saving keeps the current password in place.

2 Manage Email Templates

Go to Misc > Email Template Manager to see every reusable email layout, such as Password Reset, Registration Notice, Cohort Approval Notice, and Certificate Issued or Revoked Notice. Click Edit next to a template to customize its content, or Create New Template to add one for a new use case.

Email template manager page Figure 2. Email Template Manager, listing recommended templates and their use cases.

3 Turn Emails On or Off

Go to Misc > Email Feature Switches to enable or disable each system email individually. If a switch is disabled, the platform will simply skip sending that particular email type, which can be useful while testing or during a migration.

Email feature switches page Figure 3. Email Feature Switches, showing each email use case with its own on/off toggle.
Global Action Admin Manual - Admin Settings
Your own profile works much like a student or team member profile, showing your photo, contact details, location, and church.

What You Will Learn

  1. How to open your profile
  2. What information is shown
  3. How to update your profile photo

1 Open Your Profile

Click your name in the top-right corner of any page, then choose Account from the menu. This opens your personal profile page.

2 Review Your Information

Your profile displays your email, date of birth, contact number, assigned location, and church, along with your name and role. This is the same layout used for student and team member profiles elsewhere in the platform.

Because this page shows personal contact details, we have intentionally left a screenshot out of this public tutorial. The layout is identical to the student profile shown in Viewing Student Profiles & Progress, just with your own information in place of a student's.

3 Update Your Photo

Hover over your profile photo and click the small pencil icon to upload a new one.