Are you a supervisor? Read more here
Are you a supervisor? Read these instructions!
When your account is made by the oganization you work for, you'll receive an email from us with an activation link. Through this link you can activate your account. You'll need to set the following important things:
A password. You'll need to use the password for logging in on new devices. You don't need to login every single time.
A PIN. You use the pin as a digital 'signature' which functions as an extra safety regulation for carrying out important actions. On top of that, you can use the pin to unlock your screen after a period of inactivity. So remember your PIN!
After you have set these things, you can log in through ... As supervisor you've got the possibility to contribute in the portfolios of people you work with. In order to do so, the portfolio owner needs to give you access to their portfolio. You can read more about this on the page Roles & Rights
When you are logged in, you'll end up on your own Dashboard. From the Dashboard you can navigate quickly to different options within Reconcept EPA. A few convenient possibilities are discussed here below:
All portfolios you have access to
Here you'll find an overview of all the portfolios you are allowed to view and contribute to. You can only see the portfolios of portfolio owners who have given you access to you. You can find more information about that here
Are you a supervisor? This is how the access works!
Waiting for your response
On your dashboard you can see the the points that require your attention. This gives you at-a-glance insight into the actions that (still) need to be carried out or that you have put out to other supervisors.
Quickly to...
User Management: If you have management rights for your organization, the User Management button is located here. Use this button to navigate to the overview of all users in your organization. You can read more about this under User Management
Statistics: Do you also have rights to view statistics? Then you will also see the Statistics button. With this button you navigate to the Statistics page of your organization, read more about this here:
Statistics
Account settings
By clicking on the user-icon you can navigate to account settings. You can read more about the account setting on the page Account settings
Quick actions
By using the button Quick actions you can contribute to the portfolios you have access to.
Notes
In the black side menu showing on the right, you'll find Notes. Here you can keep track of your different personal notes. You can also make personal notes in a portfolio. These will display as a collection by Notes on your dashboard. You are the only one who can read the written notes, others can't see them. Therefore you can use them to note what you want to discuss in following conversation or where you want to focus on.
When your account is made by the oganization you work for, you'll receive an email from us with an activation link. Through this link you can activate your account. You'll need to set the following important things:
A password. You'll need to use the password for logging in on new devices. You don't need to login every single time.
A PIN. You use the pin as a digital 'signature' which functions as an extra safety regulation for carrying out important actions. On top of that, you can use the pin to unlock your screen after a period of inactivity. So remember your PIN!
After you have set these things, you can log in through ... As supervisor you've got the possibility to contribute in the portfolios of people you work with. In order to do so, the portfolio owner needs to give you access to their portfolio. You can read more about this on the page Roles & Rights
Tour of the Dashboard
When you are logged in, you'll end up on your own Dashboard. From the Dashboard you can navigate quickly to different options within Reconcept EPA. A few convenient possibilities are discussed here below:
All portfolios you have access to
Here you'll find an overview of all the portfolios you are allowed to view and contribute to. You can only see the portfolios of portfolio owners who have given you access to you. You can find more information about that here
Are you a supervisor? This is how the access works!
Waiting for your response
On your dashboard you can see the the points that require your attention. This gives you at-a-glance insight into the actions that (still) need to be carried out or that you have put out to other supervisors.
Quickly to...
User Management: If you have management rights for your organization, the User Management button is located here. Use this button to navigate to the overview of all users in your organization. You can read more about this under User Management
Statistics: Do you also have rights to view statistics? Then you will also see the Statistics button. With this button you navigate to the Statistics page of your organization, read more about this here:
Statistics
Account settings
By clicking on the user-icon you can navigate to account settings. You can read more about the account setting on the page Account settings
Quick actions
By using the button Quick actions you can contribute to the portfolios you have access to.
Notes
In the black side menu showing on the right, you'll find Notes. Here you can keep track of your different personal notes. You can also make personal notes in a portfolio. These will display as a collection by Notes on your dashboard. You are the only one who can read the written notes, others can't see them. Therefore you can use them to note what you want to discuss in following conversation or where you want to focus on.
Updated on: 07/04/2025
Thank you!