ERPRevolution Administrator & Security
Run users, roles, privileges, branches and notifications safely.
What you'll gain
Stand up company information, branches, warehouses and multi-currency; work every tab of Location Preferences (business model, tax, labels, sales rules and approvals); build the right role from the privilege catalogue on the staff-first rule; wire branding, print templates, notifications and phone verification; run bulk imports and mass edits; and read the audit trail, Query Studio and the seventeen field-and-register builders that make up the Administration long tail — with the five Zero tasks flagged as recognise-and-gate, never explore.
Pass a real exam and earn a publicly verifiable certificate employers trust.
Unlimited practice mode + spaced-repetition flashcards, then unlimited exam retakes.
Keep the lessons and every future update to this course, forever.
What you'll cover
10 modules · 52 lessons · timed certification exam
1. Tenant foundations 7 lessons
Branches, warehouses, the configuration anchors, and multi-currency.
- A tour of the Administration module and the feature switchboard · 20 min
- Branches & warehouses Preview · 18 min
- Locations and location groups: register, view, edit and disable · 18 min
- Registering and maintaining warehouses · 14 min
- Edit General Company Preferences — the searchable settings page · 35 min
- Edit Company Information · 16 min
- Multi-currency & exchange rates · 18 min
2. Per-location configuration (Location Preferences) 3 lessons
The per-branch control panel — 282 searchable settings in 15 categories: business model, modules, tax, labels, printing, messaging, sales rules and approvals.
- Location Preferences — business model, modules & tax · 32 min
- Location Preferences — Labels, Printing & Messaging · 28 min
- Location Preferences — Sales rules, Reversals & Approvals · 32 min
3. Branding, messaging & custom fields 4 lessons
The rest of General Configuration: company logo, e-mail/SMS/WhatsApp providers, custom fields and print templates.
- Branding & messaging providers (logo, e-mail, SMS, WhatsApp) · 24 min
- Messaging channels: WhatsApp and SMS · 14 min
- Custom fields & print templates · 22 min
- POS Payment Providers & Terminal Register · 22 min
4. Users, roles & privileges 10 lessons
Give every person exactly the access their job needs — and no more.
- Organisation structure: Departments & Staff · 24 min
- The staff-first rule · 18 min
- Maintaining users and the privilege model · 22 min
- The privilege catalogue · 22 min
- Privilege tabs 1: General, Administration and Finance · 20 min
- Privilege tabs 2: Human Resources, Product Inventory and Material Inventory · 20 min
- Privilege tabs 3: Services, Hospitality and My Desk · 16 min
- Privilege tabs 4: Custom Modules and Item Attributes · 12 min
- Password resets, software license & super-admin · 14 min
- Recommended starting roles · 20 min
5. Personal settings & data import 4 lessons
How every user tailors their own workspace, and how to load master records in bulk instead of one at a time.
- AI Assistant & My Desk (your personal workspace) · 16 min
- Edit Personal Settings — every tab · 28 min
- Bulk operations: mass edits & batch posting · 20 min
- Bulk-importing master records · 22 min
6. Reporting, Insights & custom queries 4 lessons
The monitoring/AI layer + the security cockpit, and building bespoke datasets without SQL.
- Insights & security monitoring · 24 min
- User activity & the audit trail · 20 min
- Getting data out: exports & statutory files · 26 min
- Query Studio — build, save, schedule & share custom queries · 30 min
7. Configuration, notifications & security 7 lessons
Company identity, print templates, alerts, and keeping the tenant safe.
- Company identity & print templates · 20 min
- Company Notice Board & announcements · 14 min
- Notifications: events × channels · 18 min
- Working offline & database backups · 22 min
- Phone verification (Identity Verification) · 20 min
- Security hygiene · 18 min
- Governance and best practice · 18 min
8. Approvals, integrations & extensibility 5 lessons
The control, connectivity and extension layers an administrator owns.
- Approvals & the maker-checker flow · 18 min
- Approval chains — sign-off rules per document type · 24 min
- API Access & WebHooks · 26 min
- Integrations: providers & the fiscal gateway · 6 min
- Custom Modules — extending the data model · 16 min
9. The Administration long tail — builders, registers and the danger zone 7 lessons
The screens most administrators never open until they need them: 17 Additional-Info builders, two review registers, the all-users broadcast pair, the avatar-menu profile and 2FA screens, License Details, and the five Zero tasks.
- Entities Additional Fields — the 17 builders, screen by screen · 26 min
- Data types, storage names and the fields your documents already ship with · 24 min
- The two review registers — View Location Groups and View Pre-defined Privileges · 18 min
- Send Mail and Send SMS to all Users — the broadcast pair and their gates · 16 min
- View Profile and Change 2FA — the two avatar-menu screens you will be asked about · 18 min
- License Details — seats, package, renewal and the three buttons · 14 min
- The five Zero tasks — recognise them, gate them, never explore them · 20 min
10. Certified — your first 90 days as an administrator 1 lessons
Turn the certificate into a safely-run tenant: a Week-1/30/90 plan, a per-module prove-it ladder, a self-review rubric and an after-certificate close.
- Your first 90 days as an ERPRevolution administrator · 24 min
Frequently asked
Is the certificate verifiable?
Yes. Every certificate carries a unique ID and a cryptographic signature. Anyone — an employer or a client — can confirm it instantly on our public verification page, with no login.
Do I need access to the live software?
No. The lessons teach with real, anonymised screenshots of the actual product, so you learn exactly what you'll see on the job. A live tenant helps but isn't required to complete the course or pass the exam.
How long do I have access?
Lifetime. Once you enrol you keep access to the lessons, practice mode and flashcards — including future updates to this course.
What happens if I don't pass the exam first time?
You can retake it — up to 5 attempts, with a 12-hour wait between attempts. Practice mode is unlimited, so rehearse with the same verified question bank until you're ready.
Can my team enrol together?
Yes. Talk to us about group and organisation rates — certifying a whole team is faster and cheaper than one at a time.
Continue your path
Learners taking this course often go on to: