🤖 Automated Company & User Certificates Flow
Say goodbye to manual searches! NineID now automatically retrieves required safety certificates for both companies and users.
If anything is missing, you’ll be guided through an easy workflow to review results and upload documents.
Our upgraded AI engine now:
Instantly processes uploaded files
Extracts metadata
Verifies compliance automatically
Faster, smarter, and fully automated!
If you’d like to have this feature enabled or need more information, please reach out to [email protected].
🏥 Social Security Flow Upgrade
We’ve boosted the technology handling Social Security documents behind the scenes.
You’ll now experience:
Faster processing
More reliable document verification
Smoother onboarding of contractors
🚦 Event Tasks in the Company Portal
Company Admins can now view and complete all pending Company Tasks for any event directly inside the Company Portal.
This means:
Faster compliance
One central place to manage tasks
Less time spent navigating between portals
💬 In-App Intercom Chat
Help is now only one click away!
A new support chat is available inside NineID—click the icon in the bottom corner to connect with our team instantly.
🎟️ Improved Role Selection via Event Zones
We’ve aligned how roles are assigned across all portals:
Delegated Roles renamed to Assignable Roles
Selecting an Assignable Event Type will now automatically update the event configuration, and changes made to the event configuration will sync back to the assignable event type.
Added a handy “Add All” button
This makes role management more intuitive and consistent everywhere.
✉️ Permission to Change Email Addresses
Admins with the appropriate permission can now edit a user’s email address directly.
This helps prevent check-in issues caused by typos, incorrect entries, or outdated email addresses.
How It’s Enabled
This functionality is controlled via role permissions:
Go to User Roles → Permissions
Enable Edit Users Email
Once enabled, users with this role can update email addresses when needed.
Use Case: Security Guard at Check-in
A security guard notices that a visitor or contractor cannot check in because their email address was entered incorrectly during registration.
With this permission:
The security guard can correct the email on the spot
The user can immediately proceed with check-in or verification
No need to escalate or delay access due to a simple data entry error
This ensures smooth on-site operations while maintaining controlled access through role-based permissions.
📄 Duplicate Roles, Tasks & Event Types
Save time with one click! You can now duplicate:
User Roles
Tasks
All settings are copied instantly so you can create variations quickly.
📊 New In-App Document Report
You can now track all uploaded files in one place:
Open documents in the Document Viewer under the Reports tab with a single click
Set a custom time frame to filter uploaded files
View the status of each file
Jump directly to the linked user
📔 You can export the report to Excel — the file will look just like the table shown above, including:
🕒 Updated Attendance Logic
Users are no longer automatically checked out at midnight.
The Attendance tab now shows:
All active check-ins
Anyone checked in or out within the last 24 hours
More accurate, continuous real-time visibility.
🌟 Good news on top of this! We’ve fixed the issue that caused timestamps to show in the wrong order in the attendance overview.
📥 Multi-File Generic Upload
Need to upload many documents at once? Now you can!
Upload multiple files in a single action—available for Users, Companies, and Events.
👀 Clickable Documents in User Activity Logs
File uploads recorded in the Activity Log now include clickable document names—jump straight to the Document Viewer anytime.
🗂️ View Archived Users in Events
You can now easily toggle between different user views to improve visibility and traceability:
Active Users – shows only users who are currently active
All Users – includes both active and archived users
Archived users are clearly labeled with the following icon
making them easy to recognize at a glance while avoiding confusion with active users.
Use Case: Traceability on Site
This feature is especially valuable for traceability in operational and site-related scenarios.
Example:
“Who worked here? Something is broken.”
If an issue is discovered on site, you can:
Switch to All Users
View both current and archived users
Identify who previously worked on the site or event, even if they are no longer active
This ensures better accountability, easier investigations, and improved follow-up when incidents, defects, or questions arise after work has been completed.
📘 Flexible Certificate Requirements (OR Logic)
Safety Certificate tasks can now be configured using OR logic, meaning only one of multiple document types is required, instead of all of them.
This provides greater flexibility for real-world certification and compliance scenarios.
Example Use Case
This is ideal for certifications where multiple formats or proofs are acceptable, for example:
Construction Skills Certificate
Standard VCA
No VCA → proof of completed basic safety training
More than 5 years of experience → CV of the worker
In this scenario, uploading just one of these documents is sufficient to confirm the worker is allowed to work safely.
1 out of 3 (or more) uploaded documents is enough to be compliant.
When to Contact Support
If you encounter a situation where this type of AND / OR logic would be useful when uploading documents:
Please contact [email protected]
We will review and discuss your specific use case
Our team can then configure the required AND/OR expression to match your compliance requirements
This approach ensures safety requirements remain strict while remaining flexible for practical, real-world workflows.
👥 Bulk User Upload to Events (Company Portal)
Company Admins can now bulk-assign users to an event using Import from File, just like in the Admin Portal. This feature is ideal when managing large numbers of contractor employees working on the same event or site.
When to Use This Feature
Use this option when:
Multiple contractor employees are assigned to one event or site work.
Manually adding users one by one would be time-consuming..
How It Works
Prepare an import file (download our template) with the contractor employee details.
Go to the relevant event.
Select Import from File and upload the prepared file.
All contractors in the file will be assigned to the event in one step.
Upload Errors and Validation
If the upload fails or contains errors, you will be notified.
A downloadable Excel file will be made available after the upload attempt.
All valid rows will be uploaded successfully, even if some rows contain errors.
The downloaded file will clearly show the error message for each affected row, indicating what needs to be corrected.
Once the errors are fixed, you can re-upload the file to complete the assignment for the remaining users.
🎟️ Badge Layout Configuration
The Badge Layout Template section allows administrators to upload and manage the badge design that will be used when printing badges for users assigned to this role.
Purpose
Use this feature to customize the visual layout of badges (e.g., name placement, role label, QR codes, branding) specific to a role.
👉 Need help? Contact support@nineid and we’ll be glad to walk you through the process or review your template together.
How to Upload a Badge Template
Navigate to Configuration → Roles → Role Details.
Open the General tab.
Scroll to the Badge Layout Template section.
Select the prepared template file
Click Upload Template.
Save your changes.
Once uploaded, this template will automatically be used when printing badges for users assigned to this role.
