Things to Keep in Mind
The NineID platform is highly configurable and tailored to each customer’s needs.
Permissions and available features in your dashboard may differ.
If you have questions about your permissions or setup, please contact your Site Admin (Key User) first.
Dashboard Sections
1. Tasks
In the Tasks section, you’ll find all tasks assigned to you, grouped by status. This helps you track what needs to be done and what has already been completed.
Task Overview
Each task shows:
Description → The name or subject of the task.
Type → The type of task (e.g., Event, etc.).
Assigned → The date the task was assigned to you.
Last Updated → The date of the most recent update.
Valid To → The expiration date of the task (if applicable).
Status → Whether the task is To do or Done.
You can filter tasks by status (Active tasks or All tasks) using the dropdown menu at the top.
Managing a Task
Clicking on a task opens the Task Details view, where you can:
Change Status → Toggle between To do and Done by using the status dropdown.
Delete Task → Remove a task by clicking Delete Task (top right corner).
Validity Dates → Some tasks allow you to set or edit Valid From and Valid To dates.
Related Documents → Linked documents (if any) are shown here.
This ensures you always know what actions are pending and helps keep your compliance up to date.
2. Events
The Events section allows you to manage events, depending on your permissions:
Limited Access → Only the events where you are the owner.
Full Access → All events on the platform.
Creating an Event
Click Add Event.
Select the appropriate event type (based on your role configuration).
Fill in all required information.
Once the event is created, it will open automatically. From here, you can add users and documents.
Adding Users
To add users, first click on Add Users in the top-right corner of the screen. You will then see three options:
1. Create User (Add Manually)
This option allows you to add a new user by manually filling in their details:
First Name and Last Name (required)
Email Address (required, used for invitations and login)
Mobile Phone (optional, can be used for authentication or contact)
Roles (required, defines the user’s permissions)
Company (optional, link the user to one or more companies)
After entering the details, click Save to create the user. The user will then receive an email invitation to register (Example below — please note that this will appear with your own company branding.)
2. Add Existing
If the user already exists in the platform (e.g., created earlier for another event, group, or company), you can simply search and select them from the existing users.
No need to re-enter details.
3. Import from File
This option allows you to bulk upload multiple users at once.
Prepare a CSV or Excel file with the required fields (e.g., First Name, Last Name, Email, Role).
Upload the file to automatically create multiple user accounts in one go.
This is the most efficient option if you need to onboard a large group of users.
Searching, Filtering & Sorting
You can easily organize your events using the toolbar:
Search → Find a specific event by name.
Filters → Narrow results by event ownership (My Events), time frame (All Time), or status (Active Events).
Sorting → Sort values by Name, Date From, or Date To.
This makes it easier to quickly find the event you’re looking for, even if you manage many at once.
3. Companies
If your role allows it, you may also manage companies. This includes creating new companies and managing their status.
Creating a Company
Click Add company.
Select the type (available options depend on your configuration).
Provide the required details.
After creation, you’ll be directed to the Company Details screen.
Your access level determines whether you can view details only or make edits.
Filtering and Searching
Within the Companies section, you can easily search and filter records:
Use the search bar to look up a specific company.
Apply filters (e.g., by type) to narrow down results.