System

Settings

Organization profile, user accounts, module defaults and security. Changes are saved to the HTMS database and apply to every user.

Organization Profile

Branding used across Passports, Certificates and reports

Organization Name

Used across Login, App header/sidebar, Attendance Sheet print, Passports, Certificates and Reports.

Organization Logo

PNG, JPG or WebP up to 10 MB. Stored in Cloudflare R2 and served only to signed-in users.

Primary Company

Default Project Name

Default Reporting Period

System Title

Shown in the sidebar brand mark. Leave blank to use the default.

Address

VAT / Tax Registration Number

Organization Phone

Organization Email

Branding/contact information shown on documents — no email is sent from HTMS.

Print Footer Text

Users & Roles

Admin, Trainer and Viewer accounts for this organization

Name	Email	Role	Status	Actions

Default Passport Design

Used for newly generated passports unless changed per-employee

Default Certificate Template

Used for newly generated certificate batches unless changed per-batch

SSE Defaults

SSE expiry dates are always entered manually per employee — this only controls when the UI starts calling an expiry "Expiring Soon"

Change Password

Changing your password signs out every other device immediately

Two-Factor Authentication

A 6-digit code from your phone, on top of your password. Recommended for administrator accounts.

Off

Account

Your signed-in identity and role

Notification Preferences

Demo toggles — no real notifications are sent from this frontend build

Client Companies

Companies you deliver training for. Used by the project list, attendance sheets and worker records.

Client	Code	Contact	Projects	Workers	Status

Projects / Sites

Where training is delivered. These are the options in every project dropdown.

Project	Client	Location	Workers	Sheets	Status

Job Roles

Stable role master used to auto-select the correct competency assessment and exam for each employee

Code	Job Role	Category	Employees	Status

Authorization Card Types

The Role ID library behind Authorization Cards — each type carries its own design, colour, validity period and the training it expects

Data & Storage

Live counts from the HTMS database. Training records are permanent and cannot be bulk-deleted here.

Employees Stored

Passports

Certificates