Test Guide — Site admin flows

A follow-along script for the site-admin tools in the Wagtail admin. Sign in as a superuser and work through each scenario; every step lists what you should see. Use a test centre (e.g. one created by a fresh director sign-up).

The map below is the quick reference for every member action (and its guardrails). Work through the numbered checks underneath.

KB — diagram_admin_decisions

Every site-admin member action at a glance.

1. Approve a pending centre

  1. Have a director register a new centre — it's created Pending review.
  2. Organisation Management → open that centre → Overview tab.
  3. Set Status to Active → Save.
  4. ✅ Sign in as that director — the portal (and Manage Members) is now available.
KB — adm_02_org_detail

Approve a centre by setting Status to Active on the Overview tab.

2. Add an existing user to a centre

  1. Open the centre → Members tab → + Add member.
  2. Search an existing account by email, pick Educator (or Director), and add.
  3. ✅ They appear as an active member with that role.
KB — adm_03_members_tab

The Members tab, where + Add member lives.

3. Change a member's role

  1. On the Members tab, change an Educator to Director (or back).
  2. ✅ Their role badge updates. Note the owner can't be set this way.

4. Transfer ownership

  1. Members tab → Transfer ownership → choose another director.
  2. ✅ That person becomes the owner; if they were an educator they're promoted to director first.
  3. ✅ Confirm the previous owner is still an active director (the admin tool does not remove them — unlike the portal handover).

5. Remove a member

  1. On a member's row, Remove.
  2. ✅ They become Departed and lose access.
  3. Try removing the owner of a paid centre. ✅ It's blocked until you transfer ownership first.