Reference > Frequently Asked Questions
Frequently Asked Questions
Answers to the most common questions about using DiverDash.
This page covers questions organized by category. Use the section headings to jump to the topic you need.
How do I reset my password?
Click the Forgot Password link on the login page. Enter your email address and follow the instructions in the reset email.
How do I change my email address?
Go to your Profile page. Update the email field and click Save. You may need to verify the new address before it takes effect.
Can multiple people share one account?
No. Each person needs their own account with their own role. Shared accounts create security and audit issues. Ask your administrator to create individual accounts for each team member.
How do I add a new client?
You have two options:
Manually -- Go to Clients and click Add Client. Fill in the required fields and save.
Registration Links -- Create a link at Clients > Registration Links and share it with the client. They register themselves.
How does client self-registration work?
You create a registration link and share it with prospective clients. They open the link, fill in a form with their personal details and onboarding questions, and submit. The client record appears in your client list automatically.
How do transactions work?
DiverDash uses double-entry bookkeeping. Every transaction creates balanced debits and credits across your chart of accounts. This ensures your books always balance.
How do I set up the chart of accounts?
A default chart of accounts is created automatically when you set up your company. You can customize it at Finance > Chart of Accounts. Add, rename, or reorganize accounts to match your business needs.
How do I add new courses?
Go to the Course Products page. You can:
Add courses manually one at a time.
Upload courses in bulk using a CSV file.
Each course product defines the template. You then create course instances to schedule specific dates and assign students.
How do I schedule a course?
Use the Calendar or the Course Manager to schedule course instances. Select the course product, assign dates, choose an instructor, and set the location.
How do I process payroll?
Payroll follows a five-step process:
Create a pay period -- Define the start and end dates.
Approve time entries -- Review and approve staff hours for the period.
Generate a draft payroll -- The system calculates pay, deductions, and taxes.
Review the draft -- Verify amounts before finalizing.
Process the payroll -- Finalize and generate payslips.
How do staff view their payslips?
Staff members view their own payslips at My Payroll.
Administrators and managers view all payslips from the Payslips tab in the Payroll section.
RBAC stands for role-based access control. It determines what each user can see and do in DiverDash based on their assigned role.
How do I request access to a feature?
Contact your administrator. They can review your role and add permissions or assign a different role as needed.
What is the difference between system roles and custom roles?
System roles are built-in roles such as Super Admin, Admin, Manager, and User. These roles are fixed and cannot be modified.
Custom roles are created by your administrator with granular permissions tailored to specific job functions. Custom roles provide flexibility beyond the standard system roles.
Which browsers are supported?
DiverDash supports the latest versions of:
Use an up-to-date browser for the best experience.
Does DiverDash work on mobile devices?
Yes. DiverDash uses responsive design and works on phones and tablets. No separate app is required. Open your browser and navigate to your DiverDash URL.
How is my data secured?
DiverDash protects your data with multiple layers of security:
Encrypted passwords -- All passwords are hashed and never stored in plain text.
JWT sessions -- Authentication uses secure JSON Web Tokens with HTTP-only cookies.
Company isolation -- Each company's data is completely separated. Users can only access data belonging to their own company.
