Trying to find your way around the Ankored platform? Start here! This guide walks you through the key sections of the Ankored admin interface and explains what each area is designed to help you do.
General Navigation
Your Ankored account is organized into three main sections in the left-hand navigation: Pages, Programs, and Manage Account. Everything you need to run your organization's compliance program lives within these three areas.
Pages
The Pages section gives you access to the core tools you'll use most often as an admin. It contains four main destinations:
Dashboard
Your Dashboard is your organization's compliance home base. It gives you a birds-eye view of your member and program activity, including a visual summary of compliance statuses across your programs — showing who is cleared, who has incomplete requirements, and where attention is needed most. Use the Dashboard regularly to stay on top of your organization's overall compliance health and to see recent activity at a glance.
Review Requirements
This is where you'll go to make decisions on requirements that members have submitted for your review — such as uploaded training certificates or background check files. The Review Requirements page is organized into two tabs:
Awaiting Review — Shows all pending submissions that need a decision from you. For each submission, you can view the uploaded document alongside the member's profile information and choose to approve it, reset it with feedback if it doesn't meet your standards, adjust the completion date if the document is valid but the date needs correcting, or disqualify the submission in rare cases.
Recently Reviewed — A filterable history of all past review decisions, including any requirements that were auto-approved by Ankored's AI document validation. All decisions are logged, including who reviewed each submission, giving you a complete audit trail.
When members submit requirements for review, you'll receive an email notification as well as an in-app alert so nothing falls through the cracks.
Add Members
This is where you'll invite members into your Ankored account. You have three options for adding users, and each serves a different purpose:
Quick Add — Best for adding a small number of users quickly. You'll need to know each user's email address and the program you'd like to add them to.
Bulk Add — Best for adding a large number of users at once. This method uses a spreadsheet file containing all the necessary user information, allowing you to upload many members in a single action.
Sign-Up Page — Best for large-scale onboarding when gathering individual email addresses is difficult. This option generates a unique link that allows users to add themselves to a specific program in your Ankored account. Use this method with caution — there is currently no approval process for entries made through a sign-up page, meaning anyone with the link can access and complete the requirements inside the program it was created for.
For all three methods, you'll need to know the email address of each user and the program you'd like to add them to. If you're adding child members, additional information will be required.
Reports
The Reports section is where you can filter, analyze, and export compliance data across your organization. There are several report types available:
User-Based Report — Filter by role, account activation status, and group to see compliance status across your members.
Requirement-Based Report — Filter by requirement name, completion status, date range, and group to see who has or hasn't completed a specific requirement.
Age & Grade Verification Report — For organizations using age verification, this report provides a consolidated view of verified player ages, dates of birth, grades, guardian information, and verification status — with a downloadable export for league reporting needs.
Form Data — For organizations using digital forms, this report exports member form submissions as a downloadable CSV file.
Reports can be exported as CSV files for record-keeping and further analysis.
Programs
The Programs section lays out your entire organizational hierarchy — every program, sub-program, team, and group that exists within your Ankored account. This is your primary view for monitoring compliance at the program level.
Clicking on any program or sub-program title opens that group's roster, showing all members who have been invited to the account along with their individual compliance statuses at a glance. From this view, you can also click into individual member profiles to see the specific status of each requirement assigned to them.
IMPORTANT: When a season or program comes to an end, you can set any program to Inactive directly from this view. Marking a program inactive automatically cascades that status to all members within it, removing them from your active compliance views without deleting any historical data. When the next season begins, reactivating the program instantly restores everything exactly as it was — no reconfiguration needed. Sub-programs nested beneath a parent program will also be set to inactive when the parent program is deactivated. This allows you to manage entire seasonal transitions with a single action rather than deactivating groups one by one.
Manage Account
The Manage Account section is where you configure and organize your Ankored account to fit the structure of your organization. It contains two key areas:
Program Management
Use Program Management to add new programs to your account, edit the names of existing ones, or add a logo to a program for easy identification. This is also where you can manage the hierarchical structure of your organization — nesting sub-programs beneath parent programs to reflect how your teams and divisions are actually organized.
Roles and Permissions
Roles and Permissions is where you define who does what in your Ankored account — both in terms of what requirements each type of user needs to complete, and what level of platform access they have. From here you can:
Create and name custom roles for your organization (e.g., Head Coach, Assistant Coach, Volunteer, Team Manager).
Assign the appropriate compliance requirements to each role.
Set permission levels that control what each role can see and do within the platform.
Ankored's default permission levels are: Admin (full control), Director (can review and approve requirements, manage groups, and run reports), Manager (can view compliance statuses and run reports, but cannot export files), and Individual (can only see and complete their own requirements). Permissions can be configured at both the role and group level, giving you precise control over who has visibility into which parts of your organization.
Search Feature
Need to find a specific member or program quickly? Use the search feature rather than navigating manually through your hierarchy. Click the magnifying glass icon in the top-right corner of your Dashboard, type the name of the program or member you're looking for, and press Enter to be directed to a list of matching results.
Managing Compliance
Staying on top of your organization's compliance is an ongoing process, not a one-time task. To keep things running smoothly, it's best practice to:
Check your Dashboard regularly for a real-time overview of compliance progress across your programs.
Review the Awaiting Review tab frequently so that pending member submissions are processed promptly — members' compliance status remains incomplete until you take action.
Run and export reports routinely to maintain documentation records and identify members who need to be nudged to complete outstanding requirements.
Monitor expiring requirements — Ankored sends automated reminders to members at the 30, 15, 7, and 3-day marks before a requirement expires, but keeping an eye on upcoming expirations in your reports ensures nothing slips through.
Ankored handles a significant amount of the compliance tracking and communication automatically — but your regular involvement as an admin is what keeps your organization truly compliant and your members accountable.
Quick Reminders
🗂️ Pages — Your main tools: Dashboard, Review Requirements, Add Members, and Reports.
📋 Programs — Navigate your organizational hierarchy and view roster-level compliance status for any group.
⚙️ Manage Account — Configure your programs, roles, and permissions to match your organization's structure.
🔍 Use the Search feature to quickly find any member or program without navigating manually.
👥 Choose the right Add Members method for your situation — Quick Add for small numbers, Bulk Add for large batches, Sign-Up Page for open enrollment.
✅ Review Requirements promptly — member compliance statuses stay incomplete until you take action on pending submissions.
📊 Export reports regularly for documentation and to identify members who need follow-up.