In this tutorial, I will show you how to configure the Roles and Privileges for Mandatory Certificates.

Users who are assigned a role that has mandatory certificates selected will be required to have those specific licenses, ratings, and certificates.

When mandatory certificates are selected, they will appear as missing or expired in the Users or Me Module until they are updated.

Users can also receive alerts when they enable the option "Receive an e-mail when your certificates are expired or about to expire". 

Users can go to their Settings under the Notifications section to activate or deactivate this option.

MANAGE MANDATORY CERTIFICATES FOR EACH ROLE: (0:46)

For each role, you can set up corresponding mandatory certificates. Let me show you how:

1. First, log in to your account.

2. Go to the Users Module.

3. Click on the Roles button on the top right-hand corner of the page.

4. Select a role from the drop-down list.

5. Go to the Certificates tab.

6. In this section you can choose from the list all of the mandatory certificates for users with the selected role.

• From the list of Licenses, you can choose which ones to set as mandatory for users with the selected role.

• From the list of Ratings, you can choose which ones to set as mandatory for users with the selected role. This includes Instructor ratings.

• From the list of Certificates, you can choose which ones to set as mandatory for users with the selected role. This includes language certificates, medical certificates, passport, visa, etc.

For example, if you have several types of instructors that require different licenses you can create different roles, such as “Instructor PPL”, “Instructor ATPL”, "Theoretical Instructor", then require specific licenses, ratings, and certificates for each role. Assign the corresponding role to the user.

It is the same process for students. If you have several types of courses that require different certificates you can create different roles, such as "Student PPL", "Student ATPL", "Student ATPL Theory Modular", and select specific licenses, ratings, and certificates for each role. Assign the corresponding role to the user.

ADD A CUSTOM CERTIFICATE: (2:35)

If you want to add any custom licenses, ratings, or certificates please follow these steps:

1. Go to the Users Module.

2. Select any user.

3. Click on the certificates tab.

4. Click on the button "Manage Certificates".

5. Click "Add a custom certificate".

6. Insert the desired name.

7. Select the category.

8. Select the type.

9. Enter a name.

10. Don't forget to save!

Additionally, you can edit or delete your custom certificates. Just click on the pencil icon or the trashcan icon.

The system already includes some licenses, ratings, and certificates. Please check them first to avoid duplication.

For more information about the Users Module, please watch the corresponding tutorials.