For health & safety consultants
All your clients under one login
As an external health and safety consultant you often have ten companies and ten ways of keeping track: a spreadsheet here, a lever arch file there, an email from the planner in between. With Certly you see per client which certificates and inspections are expiring — and switch between all your clients with one login.
How it works
- Your client invites you — Under Settings → Team → External advisers. The client chooses whether you can manage records (update holders and documents) or only view them. Subscription, team and settings stay with the client.
- You create an account once — With the name of your practice and a password. When a second client invites you, they're added in one click — same login, no new account.
- You see all your clients on one screen — The client overview shows per company how many documents are expired, need action or are due soon. Click Open and you work inside that organisation, with a clear bar at the top so you always know where you are.
What you gain
No ring-round before an audit. Before a client audit or a principal contractor's check you want to know what's outstanding where. The client overview shows it without calling anyone or asking for a spreadsheet.
The client does the work, you keep the overview. Workers get their own reminder with an upload link, and the client gets the emails at 90, 60 and 30 days. You no longer chase every expiry date; you step in where things turn red.
One way of working for every client. The same status colours, the same evidence pack and share link, the same training matrix logic — at every company you support.
Safe for your client
The client decides who has access and in which role. Every organisation stays separated: you only see the companies that invited you themselves, and revoking access works immediately. How we separate and store data is set out on the security page.
Frequently asked questions
What does it cost me as a consultant?
Nothing. The adviser login is free. Your client pays their own subscription like any Certly customer; your access doesn't count towards their bundle.
What can I do inside a client's account?
As Manager you update holders and documents, approve renewals and create evidence packs. With View only you look along. Subscription, team, settings and deleting the organisation always stay with the client: an adviser never becomes the owner.
What happens when the engagement ends?
The client revokes your access with one click, or you give it up yourself. It takes effect immediately: the client disappears from your overview and you can no longer open the organisation. The data stays with the client.
Do I get the reminder emails of all my clients?
No. Reminders and weekly summaries go to each client's own team, so the people who book the training receive them. You see where things stand in your client overview, across all companies at a glance.
My client doesn't use Certly yet. How do we start?
Have your client create an account (14 days free, which only start with the first document) and invite you. Already have their training matrix in a spreadsheet? The import and the bulk upload for a folder of scans get everything in within an afternoon.
Supporting several companies?
Have your client try Certly free for 14 days and invite you as an adviser. Working with many clients and want to move them over together? Get in touch and we'll help with the first import.