Credit Card
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Welcome
ⓘ
Customer company web: Staff, issued certificates, scheduler. Not seller billing.
Seller CBS Cert is
On a phone
/portal/admin/ on portal.cbsl.co.nz.
admin.cbsl.co.nz is BWOF Admin (a different product).
Master seller (james@) may Act as buyer here.
On a phone
- Log in (top right)
- Download Worker app → Open → Install
- Do not Create account
Sign in (top right).
Master admin
Dashboard
ⓘ
Company home: staff counts and issued documents from the hub.
Schedule is its own left-menu page.
Staff
0
Active
0
Certificate rows
0
Password help
Issued certificates
Recent: 0
Schedule
ⓘ
Company schedule. Add an item and it goes to the hub. Opening this page brings the latest from the hub.
| When | Type | Title | Details |
|---|
Device upgrade
ⓘ
This screen stays until every registered phone has the new app. Point each phone at its QR.
Add staff uses the same QR so a new worker gets this plan’s app.
| Name | Login ID | Phone app |
|---|
Issued certificates
ⓘ
Certificates — pass / issued compliance certificates.
Reports — defect / fail reports (same as the Worker app Report list).
Search — pick Worker, Type, Status, Date, Address, or Customer, enter a value, then Search. Empty Search shows the whole list in this tab.
Reports — defect / fail reports (same as the Worker app Report list).
Search — pick Worker, Type, Status, Date, Address, or Customer, enter a value, then Search. Empty Search shows the whole list in this tab.
| Type | Cert # | Customer | Address | Worker | Issue date | Status |
|---|
Sent mail
ⓘ
Certificate emails sent via Hub for your company (who, when, to, ok/failed). Inbox replies stay in the mailbox.
| Time | Status | From | To | Cert | By |
|---|
Staff
ⓘ
Compact list: name, Login ID, phone, registration no, Hub, Update. Click a row for full profile.
Prefer Disable (Inactive) over Delete — profile stays and the seat frees for a new hire; Enable restores the same person.
Seats count active staff only. Login ID is the Nest email the phone app must use.
After a Web plan change, Device upgrade stays until every phone is OK. Add staff uses the same QR for the new app.
| Name | Login ID | Phone | Reg No | Hub | Update |
|---|
Notices
ⓘ
Make notice: pick staff (All first), then write and attach files. Click a thread here to reply.
Workers can send from the phone Notices screen. Profile still has Send notice for one person.
Make notice
ⓘ
Tick All (first) or one or more staff. Then the message opens. Attach files before Send.
To
Tick All or one or more staff to write.
Upload
No file selected
PNG, JPG, PDF or similar. Up to 3 files, each about 800 KB.
Worker
Activeⓘ
Full hub profile for this staff member (kept while Inactive). Hub / Update at the top is the phone: OK, Need, or —. Need Update sends the download notice. Save profile here; use Disable to free a seat without deleting, Enable to restore, or Delete only if the login must never return.
Profile
Holding cert app
Tick to add, untick to remove. Changes sync to the Worker app on next Hub login / sync (New Issue menu).
Send notice
Account
ⓘ
Same login. Staff passwords are reset from Staff.
Hub URL for the Worker app Connection:
https://portal.cbsl.co.nz (no /api).
Plan, seats and the bill are on Plan & Billing.
New password: 8+ chars with upper, lower, digit, special (no spaces).
Company Info
ⓘ
Same fields as the buyer app Informations → Company Info. Saved to the hub for workers to pull.
Certificate header
Logo plus the contact lines you tick, in the order you set. Used on CoC, RoI, CoV, and Tag.
No file selected
PNG or JPG, max about 800 KB. Saved on the hub for certificates.
Logo size and text size are separate. Place and align apply on CoC, RoI, CoV, and Tag.
IncludeOrderLineContent (blank = from the fields above)
Certificate footer
Name is filled from Admin name here, and from the issuing worker on the certificate. Add job title and qualifications. Same block on CoC, RoI, CoV, and Tag.
Worker app (Android)
ⓘ
Office
- Next until Done
- Email only if the worker is not here
- Download Worker app
- Open → Install
- Do not Create account
Step 1
Staff login for the phone. Then Next.
Point the Android phone at this QR. Do not download on this computer.
You are on this phone. Tap Download Worker app. Do not Create account.
On the phone, on the download page:
- Tap Download APK — stay on that page until it finishes. Install then opens.
- Tap Open
- Tap Install
Open the app on the phone. Sign in with:
In the app: Informations → Connection → Connect & check.
Finished. The phone can issue certificates.
Plan & Billing
ⓘ
Billing is what we charge this month (plan × active staff, plus Web if due).
Same two plans as the homepage. We sell sets, not one certificate at a time.
Change plan: pick the other set, read the notice, Continue. Staff get an Update notice.
Add, disable or enable staff on . Active seats and the next bill follow that list.
Subscription
Plan
—
Active staff
$9/month
Web
$5
Total
$14 + GST/month
This change
App only
ⓘ
The phone app still issues certificates. Company web will no longer have:
Billing
Who the invoice is for.
—
We bill on this day each month.
Card
Expiry Date
Security Code
123
The security code is the last 3 digits on the back of your card.
Certificates
ⓘ
Raw JSON from the API for review.
{}