Employee invitations
Invite professionals into a workspace without creating duplicate personal portfolios.
For organizations
Team oversight built on explicit permission.
Coordinate employee credential visibility, seats, onboarding, and reporting without taking ownership of personal professional histories.
Credential Loom / OverviewFictional preview
Team overview
Harbor Wellness Group
Team records ready75%
Fictional deadline: Nov 30, 2026
Evidence organized7 of 8 fictional team members have current records.
Recent team status
| Activity | Category | Credits | State |
|---|---|---|---|
| Ethics in Collaborative Care | Ethics | 3.0 | User confirmed |
| Trauma-Informed Practice | General | 6.0 | Imported |
| Professional Boundaries | Ethics | 2.0 | Needs review |
All names, organizations, activities, dates, and progress values shown here are fictional.
Organization capabilities
See what your team authorizes you to manage.
Support practices, clinics, and larger organizations while respecting each professional's record.
Granular permissions
Scope access to license status, CE progress, evidence, or reporting as appropriate.
Bulk onboarding
Plan structured imports with validation, preview, error handling, and idempotency.
Team dashboards
Review consented credential and renewal status across active members.
Organization reporting
Create scoped reports that respect resource grants and workspace roles.
Administrator notices
Notify authorized administrators about approaching team deadlines and exceptions.
Employer permissions
Visibility is granted, scoped, and revocable.
Membership, billing roles, and portfolio access are different concepts. Ending a membership removes access without deleting the professional's history.
- No portfolio access from employment alone
- Separate roles for billing and credential visibility
- Immediate revocation for expired or withdrawn grants
- Audit events for consent, exports, and evidence access
Example permission grant
- Professional
- Morgan Rivera (fictional)
- Organization
- Harbor Wellness (fictional)
- Allowed
- License status, CE progress
- Not allowed
- Evidence download
Bring clearer credential oversight to your organization.
See how Credential Loom's permission and reporting model can fit your team.