PLATFORM · USER MANAGEMENT

Manage delegates at any scale.

From 10 delegates to 10,000. Add people individually, bulk import from a spreadsheet, or let them self-register when they book. Organise them by customer, assign roles, and control who sees what.

Three ways to add delegates.

Manual invite

Add people one at a time with their name and email. They receive a branded invitation email with a link to set their password.

CSV bulk import

Upload a spreadsheet of delegates or contacts. Map columns to fields (name, email, role, organisation) and import hundreds at once.

Self-registration

Share a signup link or embed a registration form. Delegates create their own accounts and are placed in the default role automatically.

Customers and their sites.

Give every business customer its own organisation inside Hotline, with sites or departments underneath. Each can have its own manager who books their people, sees their training records and gets copied on renewals.

  • Nested organisations (parent/child)
  • Organisation managers with scoped access
  • Assign courses to entire departments
  • Filter reports by organisation
  • Delegates inherit org-level settings
Organisation tree
Harbour Cranes Ltd
Cardiff docks · 42 delegates
Newport yard · 26 delegates
Bristol port · 53 delegates
Crane crews · 31 delegates
Slingers · 22 delegates

Roles that match how a training business works.

Five built-in roles control who can do what. Each role has a clear scope so people see only what they need.

Tenant admin Full control over branding, billing, users, courses, course dates and reports. Typically the owner, training manager or office team.
Org manager A customer's manager. Manages their own people and course assignments and sees their training records, but can't access billing or platform settings.
Trainer Creates and edits courses and sees delegate progress on their own courses. Cannot manage other users or access admin settings.
Author A subject expert who writes courses for you. Builds and submits their own courses for your approval, and can earn commission on sales. Scoped to their own content, with no access to other users, billing, or settings.
Delegate Browses the catalogue, books and enrols on courses, completes training, and views their own progress and certificates. The default role for new users.

See your customers and delegates on Hotline.

A 30-minute walkthrough on a demo training business, from customer organisation to delegate record.