All people in the system — admins, observers, mentors, associates, and masters associates.
Roles and Functions Rules
Every user has one primary role. Observers and Masters Mentors can additionally carry flags that add capabilities on top of the primary. Other primaries are “pure” — they carry only their own toolkit.
Primary role
Can also carry functions
Associate
—
Observer
Masters Mentor, Group Training Officer, Coordinator, Training Team (TAC)
Masters Mentor
Observer, Group Training Officer, Coordinator, Training Team (TAC)
Masters Associate
—
Coordinator
— (pure role)
Admins are managed separately on the Admin tab (“Promote to admin”).
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Name
Email
Role
Run Sheets
Status
Actions
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Privileged actions and admin reference notes that live outside the day-to-day Users list.
Current admins
Users with the Admin primary role have full system access. Remove admin rights via the People tab (row menu → “Remove admin (demote to Observer)”).
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Promote to admin
Select an existing observer or mentor and grant them admin rights. Use sparingly — admins can edit every user and role in the system.
Admin reference
Passed Test vs Delete (associates):
Use Passed Test when an associate completes training (run sheets kept 12 months then auto-cleaned).
Use Delete only to permanently remove an associate and all their run sheets immediately.
Primary role vs functions:
Every user has exactly one primary role: Associate, Observer, Masters Mentor, Masters Associate, or Coordinator.
(Admin is a separate track — promote from the box above, demote from the row menu on the People tab.)
Only Observer and Masters Mentor primaries can carry functions. Associate, Masters Associate, and Coordinator are pure roles — they hold no functions and use only their own toolkit.
Functions come in two kinds:
Secondary role — Observer on a Masters Mentor, or Masters Mentor on an Observer. Stacks a full second toolkit on top of the primary.
Extra function — Coordinator, Group Training Officer, or TAC. Each adds a single tool (Coordinator Corner, or read-only/full access to the Training Team tool).
Training Team functions:Training Team (TAC) = an observer or mentor who looks after a group of other observers — read-only access to the Training Team tool.
Group Training Officer = administers the whole Training Team — full admin access. Both flags surface the Training Team tool; GTO is also available as a standalone primary role for legacy users.
Destructive actions:
Items shown in red in the row menu (Remove X flags, Disable account, Delete) take capability or data away.
Actions that grant capability show in the default style. Deletion cannot be undone.
Site Branding & Customisation
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Test User Preview
Pick a user (or simulate one) to see which tools they can access. Reflects any pending edits to the matrix below — nothing is saved from this panel.
Jo Bloggs
Pick a role and flags above to see the tools that user can access.
Role Options
Tick each tool to grant it to a role. Enforcement is applied feature-by-feature; until a feature is wired to this table, it uses the built-in defaults.
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Event LogMerged, newest first. Logins show each user’s most recent only.
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Successful Logins
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Failed Login Attempts (by IP)
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Users with Failed Attempts
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Locked Accounts
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AI Marcus Usage (Last 24 Hours)
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Database Status
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Run Sheets
Edit User
8 characters, starts with B
Bulk Import
Paste with columns separated by ; (or tabs from Excel). Required: NAME. Optional: POSTCODE, EMAIL, IAM. Column order is detected from the header row.
#
Name
Postcode
Email
IAM
Status
Action
Create = add new ·
Skip = do nothing ·
Merge = fill in missing fields only ·
Replace = overwrite email/postcode/IAM
Roles and Functions
Add Person
Observers, coordinators and mentors get a login. Associates are training records only for now. Tick an observer as Coordinator (row action) if they also coordinate.