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Certrevo
Operations

Hand it to your team without handing over the keys

You are not the person who will spend all day in this. Coordinators, instructors and assistants are. The console assumes that from the start.

Team roles and permissions table
Roles
5
Editable email templates
24
Broadcast segments
10
Data access
CSV + Postgres
01

Five roles, and an approval queue

Instructors should be able to publish without an owner unblocking every change — and without being able to see the whole payment ledger.

  • Owner, admin, instructor, contributor and student
  • New instructors publish into a review queue rather than onto the live site
  • Payment records and student contact details permission-gated
  • Per-person approval requirement you can switch off once trust is earned
Team roles and permissions
Team roles and permissions
02

Every automated email is yours

The messages your platform sends are part of your brand. All of them should be editable, and none of them should surprise you.

  • Every transactional email editable, with a test send
  • Reset any template back to the default
  • Attach documents like a welcome pack or a syllabus
  • Sent from your domain, not a shared platform address
Transactional email template editor
Transactional email template editor
03

Broadcast to a list that means something

Not a newsletter blast. Segments built from the states your business actually cares about.

  • Accepted but unpaid, waitlisted, enrolled, finished, never applied
  • Recipient count shown before anything sends
  • CSV export from every table in the product
  • Direct Postgres access for your own reporting
Broadcast to a segment, with recipient count
Broadcast to a segment, with recipient count

Bring your coordinator to the call

They will find the gaps faster than you will, and their questions are the ones worth answering.