Certification Portal Access Levels
The following lists what requirements are necessary for someone to access what they need in the Certification Portal. If you are not sure if you meet the minimum requirement to complete a task, reach out to staff at your NAMI State Organization or NAMI Affiliate. For more support, please reach out to success@nami.org.
Referrers and Alliance Administrators: Records must be associated with the relevant Affiliate/State Organization. They can have repeated records for each organization. Those with State Organization records will be able to view all data for their org and the affiliates they govern.
In this article
Candidates and Alliance Staff with a History of Training
|
Task |
Minimum Requirements |
How to meet requirements |
|
View my certifications View my recommendations Completing a recommendation |
Have a myNAMI account |
Option 1: Create a MyNAMI account with your preferred email address. Then log into the Certification Portal. Option 2: Have a NAMI Staff person recommend you for a Program Certification with your preferred email address. Accept that recommendation. Then log into the Certification Portal. |
Pages these users can access
- My Certifications
- Recommendations
Alliance Staff
|
Task |
Minimum Requirements |
How to meet requirements |
|
View all recommendations for my Affiliate/State Organization View recommendation reports for my Affiliate/State Organization Send invite to give someone else an affiliation record with my Affiliate/State Organization |
Have a myNAMI account Have an Affiliation Record
|
Staff at your NAMI State Organization or NAMI Affiliate with NAMI 360 administrative credentials must add your affiliation record Click here to learn how to add affiliation records in NAMI 360 as an admin |
Pages these users can access
- My Certifications
- Recommendations
- Reports
- Invites
Referrers and Alliance Administrators
|
Task |
Minimum Requirements |
How to meet requirements |
|
Create a recommendation for someone to start the program certification processes Edit recommendations (cancel, mark progress) View all recommendations for my Affiliate/State Organization View and Manage Certifications (formerly credentialing) View all recommendations for my Affiliate/State Organization Send invites to give someone else an affiliation record with my Affiliate/State Organization |
Have a myNAMI account Have an Affiliation Record that
OR Have any Affiliation Record that is associated with the right affiliate/state organization AND Have a NAMI360 Administrator Access Record associated with your affiliate. (Any modular NAMI 360 Basic record will not allow additional permissions.) |
Option 1: Staff at your NAMI State Organization or NAMI Affiliate with NAMI 360 administrative credentials must add your Affiliation Record. Click here to learn how to add affiliation records in NAMI 360 as an admin Option 2: NAMI 360 admins at your State Org or Affiliate must determine your eligibility for a NAMI 360 admin record and then add it to your account Click here to learn how to grant NAMI 360 access as an admin |
Pages these users can access
- My Certifications
- Recommendations
- Reports
- Invites
- Manage Certifications
Key for Affiliation record roles
* The user needs an affiliation record that contains one of the following roles
- Staff
- Board member
- Web Contact 1
- Web Contact 2
- Regional Coordinator
- Advocacy and Public Policy Contact
**For complete field access to the Certification portal, the user needs an affiliation record that contains one of the following roles
- Membership Contact
- Affiliate Program Coordinator
- Chapter Administrator
- Executive Director
- President
- Vice President
- General Contact
- Main Contact
- Education Program Administrator
- State Program Director
- Programs Contact
- Program Assistant
- HelpLine Administrator
- Treasurer
- NAMI Walks Manager
- Secretary
- Marketing/Communications