Branding & Access

Client Branding

Current logo:

Click to upload or drag and drop

PNG, JPG up to 500kb

Guidelines: Upload a high-resolution logo (minimum 200x60px). Transparent backgrounds work best. PNG format recommended for crisp display.

Current brand colour:

Blue

#3b82f6

Choose a colour:

Preview

Your Company

Notifications

Notification Settings

This message will be sent for custom notifications

Email Notifications

New manager welcome

Sent when a new manager is added

Assessment reminders

Reminders for incomplete assessments

Report updates

When new reports are available

SMS Notifications

Urgent reminders

Critical assessment deadlines

System alerts

Important system notifications

Appointment Reminders

First reminder

Initial appointment reminder

Second reminder

Follow-up reminder

Final reminder

Last chance reminder

Notification Preview

Health Assessment Reminder • 2 hours ago

This is a friendly reminder that your health assessment is due. Please complete it at your earliest convenience.

SMS Alert • 1 hour ago

URGENT: Health assessment deadline approaching. Complete now to avoid delays.

Roles

Alpha Manager

Full access to client settings

Referring Manager

Full access to referrals, tracker, manager reports and analytics

Health Surveillance Manager

Access to Health Surveillance referrals and reports

Employee Hierarchy

Hierarchy File Upload

Current hierarchy file:

employee_hierarchy.csv

Uploaded 2 days ago • 156 employees

Click to upload or drag and drop

CSV files only, up to 10MB

Required format:

employee_name, referring_manager, department, role

Important Guidelines:

  • • Include all employees in your organisation
  • • Use exact names as they appear in your system
  • • Referring Manager names must match exactly
  • • Alpha Managers should have empty referring_manager field
  • • File will be processed within 24 hours

Sample Data Structure

employee_name referring_manager department role
John Smith Operations Alpha Manager
Sarah Johnson John Smith Operations Referring Manager
Mike Brown Sarah Johnson Operations Employee

Template Download

CSV Template

Download our template with proper formatting

Processing Status

Last upload processed successfully
2 days ago
156 employees imported
No errors

Current Hierarchy Preview

John Smith Alpha Manager • Operations
Sarah Johnson Referring Manager • Operations
Mike Brown Employee • Operations
Lisa Davis Employee • Operations

Showing sample of 156 total employees