Managing Competence Through CPS: Getting Set Up on the Platform

Getting started

As a CPS member, you now have access to a new way to manage the information needed to demonstrate competence across your business.

For this first stage, the focus is on getting your business and the people and businesses carrying out work for you set up on the platform.

There are three main steps:

1. Set up your business.
2. Add your relevant roofing operatives and Nominated Competent Person.
3. Connect the subcontractors and other businesses or people carrying out work for you.

Once you’re set up, you’ll need to keep this information up to date as things change.

Have a question before you start? See our Platform & Onboarding FAQs.

What you need to do

1. Open your Certchain invitation email

   Look for an email from [email protected] and follow the link to set up your account.

2. Enter your details

   Check that your business name and email address are correct, then enter your name, create a password, accept the terms and conditions, and select Create password.

   • If your business name needs updating, you can change it later in Settings.
   • Your primary email address can also be updated later in User Settings.
3. Accept the request to link your business to CPS

   This connects your business to CPS and allows relevant information to be shared with us.

   • Keep both sharing settings set to Yes.
4. Skip the certification section

   You’ll see a section asking you to add your own certifications, qualifications or CV, with a Verify now button. You do not need to complete this at this stage. Select Skip and continue.

5. Once complete

   Your account is now set up and connected to CPS. You’re ready to start adding your relevant roofing operatives and Nominated Competent Person.

What you need to do

1. Add your operatives

   Go to Users and select New User.

   • Before adding your people, scroll down to “Also share with a linked organisation”. Turn this on, then select NFRC CPS.
   • This allows the relevant competence information for the people you add to be shared with CPS. Setting this up before you add your people means you will not need to connect each person separately later.
2. Enter their details

   For each person, you will need:

   • First name
   • Last name
   • Email address
3. Select their role

   At the bottom of the list, select Monitor-only. This sets up their account without requiring them to actively use the platform at this stage.

4. Select their Business Unit

   In the Business Unit dropdown, select the NFRC region the person is based in.

5. Add the next person

   Select Add another and repeat the process for each person you need to add.

6. Create the users

   Once you have added everyone, select Create user, then select Create & invite.

What you need to do

For each business or person carrying out work for your business, send a link request to connect them to your business. They are responsible for setting up and maintaining their own information on Certchain. You are responsible for making sure they are connected to your business.

1. Go to Organisations.
2. Select Send link request.
3. When asked if the business already has a Certchain account, choose the option that applies.

Now that you’ve added the people and businesses carrying out work for you, you’ll need to keep this information up to date as things change. This includes when:

• A new operative joins or leaves your business.
• You start working with a new subcontractor.
• A subcontractor brings another business into your work.

Keeping this information up to date means CPS has an accurate picture of the people and businesses carrying out work for you.

If you or someone you have invited does not receive an email, check your junk or spam folder first and look for an invitation from [email protected].

If you still cannot find it, please contact us.

If you have any questions about using Certchain or your responsibilities as a CPS member, contact the CPS helpdesk on 020 7448 3189.

You can also find answers in our Platform & Onboarding FAQs.