This guide explains how to use the Konoz Retaj platform and how to take part in the testing round. Please read the section for your role, try the steps on the real system, and report anything that looks wrong or confusing using the reporting template at the end.

Contents

1. About the platform

Konoz Retaj is a single workspace for planning and running conferences and events — replacing scattered WhatsApp groups, emails and spreadsheets. Depending on your role, you can manage conferences, users and teams, or (as a client) follow your own event through its requirements brief, budget, sponsors and approvals.

You access it in a normal web browser (Google Chrome or Microsoft Edge recommended). No installation is needed.

2. User roles at a glance

There are four roles. Your role decides what you see after signing in.

Role	Who	What they can do
Admin	Konoz Retaj staff / system owners	Full access. Manage all conferences, create and manage all users (Admins, Managers, Teams, Clients), and see everything.
Manager	Team leads	Manage their own team only — create, edit, activate/deactivate their team members. They do not manage conferences.
Team	Members created by a Manager	Sign in and manage their own profile (name, phone, password). No user management.
Client	External event owners	See only the conference(s) assigned to them, limited to the screens they've been given access to (brief, budget, sponsors, approvals, etc.).

3. Getting started — invitation & first sign-in

You do not receive a password. Instead, when your account is created (or updated) you receive an email with a secure link to set your own password.

Step 1 — Open the invitation email

Subject: "Your Konoz Retaj account has been created". It contains your sign-in email and a "Set your password" button.

Step 2 — Set your password

1. Click Set your password (or paste the link into your browser).
2. Enter a password (at least 6 characters) and confirm it.
3. Click Set password. You'll be taken to the sign-in page with a confirmation.

Step 3 — Sign in

On the sign-in page, enter your email and the password you just set, then click Sign In. Where you land depends on your role (see your role's section below).

4. Guide for Administrators

After signing in, admins land on the Dashboard and have the full left-hand menu.

4.1 Conferences

• Open Conferences from the menu to see all events as cards, showing registrations progress, date, city, speakers and a status badge.
• Each conference is labelled Active, Upcoming or Completed based on its dates.
• Use the search box (name, code, city, country or venue) to filter, and Load More to page through the list.
• Click a card to open the conference detail page (tasks, brief, budget, sponsors and more).
• Completed Conferences are listed on their own page (button at the top right).

4.2 Users

Open Users from the menu to manage everyone who can sign in.

Add a user

1. Click Add User.
2. Enter the full name, phone (optional) and email.
3. Choose a Role: Admin, Client, Manager or Team.
4. If the role is Client, tick one or more conferences to assign (they are grouped Active / Upcoming / Completed, and you can search them), then tick the screens the client may use.
5. Leave the account Active and click Add User.

Manage existing users

• Edit — change details, role, conferences or screen access.
• Deactivate / Activate — block or restore sign-in without deleting the account.
• Delete — remove a user (only possible if they aren't linked to other records; otherwise deactivate).
• For clients assigned to many events, click Assigned Conferences (n) to see the full list in a pop-up.
• Use the top search box to find a user by name, email or conference.

5. Guide for Managers

Managers sign in and land directly on My Team. The menu shows only My Team and My Profile. Managers manage their own team — nothing else.

5.1 Add a team member

1. Click Add Team Member.
2. Enter their full name, phone (optional) and email (required — they sign in with it).
3. Click Add Team Member. The role is automatically Team; there are no conference or screen options.

5.2 Manage your team

• Edit a member's name, phone or email, or send them a fresh set-password email.
• Deactivate / Activate to control their sign-in.
• You only ever see and manage the members you created — not other managers' teams.

6. Guide for Team Members

Team members sign in and land on My Profile. The menu shows only your profile and the logout option. You can:

• Update your full name and phone.
• Change your password.

Your email is fixed and can't be changed here — ask your manager or an administrator if it needs to change.

7. Guide for Clients

Clients see only the conference(s) assigned to them, and only the screens the administrator has enabled. On first sign-in you'll accept the Terms & Conditions.

7.1 Choosing your conference

• Assigned to one conference → you go straight into it.
• Assigned to several → you pick one from My Conferences first.

7.2 The menu (depends on your access)

Screen	What it's for
Requirements Brief	The event's details — venue, dates, committees, registration, sponsorship, program, speakers, abstracts. You may be asked to review or complete sections.
Conference	Overview of the event.
Budget	Budget & finance figures for the event (where enabled).
Sponsors	Sponsorship pipeline and packages.
Approvals	Items sent to you for approval — review and Approve or Reject with a reason.

8. My Profile (everyone)

Every user has a My Profile page to update their name, phone and password.

1. Open My Profile from the menu.
2. Edit your name/phone and click Save Changes.
3. To change your password, fill Current Password, New Password and Confirm, then save.

Your email address is shown but locked — contact an administrator if it must change.

9. Testing plan & checklists

Please work through the checklist for your role, plus the "Everyone" list. For each row, mark [P] pass or [F] fail, and note anything odd. Report failures using the template in section 10.

9.1 Everyone

✔	Test	Expected result
[ ]	Open the invitation email and click the set-password link	The "Set your password" page opens.
[ ]	Set a password shorter than 6 characters	Rejected with a clear message.
[ ]	Set two passwords that don't match	Rejected with a clear message.
[ ]	Set a valid password, then sign in with it	Sign-in succeeds; you reach your home screen.
[ ]	Try the same set-password link again after using it	Link is no longer valid ("link expired").
[ ]	Sign in with a wrong password	Clear "invalid email or password" message.
[ ]	Change your password in My Profile, then sign in again	Old password rejected, new one works.
[ ]	Sign out	Returned to the sign-in page.

9.2 Administrator

✔	Test	Expected result
[ ]	Open Conferences; search by name / city	List filters correctly; no duplicates.
[ ]	Use Load More	More conferences appear; none repeat.
[ ]	Check status badges (Active / Upcoming / Completed)	Match the conference dates.
[ ]	Create a Client and assign 2–3 conferences + some screens	Saved; a set-password email is sent.
[ ]	Open "Assigned Conferences (n)" on that client	Pop-up lists exactly the assigned conferences.
[ ]	Create a Manager, and a Team user	Saved; both get set-password emails.
[ ]	Edit a user's role / details	Changes stick; an update email is sent.
[ ]	Deactivate a user, then try to sign in as them	Sign-in blocked.
[ ]	Confirm the role list shows only Admin, Client, Manager, Team	No other roles appear.

9.3 Manager

✔	Test	Expected result
[ ]	Sign in as a Manager	Land on "My Team"; menu shows only My Team + My Profile.
[ ]	Add a team member (with an email)	Created as a Team member; they get a set-password email.
[ ]	Try adding a member without an email	Blocked with a clear message.
[ ]	Edit / deactivate one of your members	Works.
[ ]	Confirm you can't see conferences or other managers' teams	Only your own team is visible.

9.4 Team member

✔	Test	Expected result
[ ]	Sign in as a Team member	Land on My Profile; no Users menu.
[ ]	Update name / phone; change password	Saved successfully.
[ ]	Confirm the email field is locked	Email can't be edited.

9.5 Client

✔	Test	Expected result
[ ]	First sign-in shows Terms & Conditions	Must accept before continuing.
[ ]	Land on your conference (or pick from My Conferences if several)	Correct conference(s) shown.
[ ]	Open each screen you have access to (brief, budget, sponsors, approvals)	Opens and shows your event's data.
[ ]	Confirm you can't see screens you weren't given	They don't appear in the menu.
[ ]	Where applicable, approve or reject an approval item	Decision is recorded.

10. How to report an issue

When something fails or looks wrong, please send a short report with the details below. Screenshots help a lot.

Field	What to write
Your name & role	e.g. "Sara — Client"
What you did	The exact steps, e.g. "Users → Add User → chose Client → clicked Save"
What happened	The actual result / any error message shown
What you expected	What you thought should happen
When & browser	Date/time, and Chrome or Edge
Screenshot	Attach one if possible

11. Troubleshooting & FAQ

I didn't receive the invitation email.

Check your spam/junk folder. If it's not there, ask your administrator (or manager) to re-send it, and confirm your email address is spelled correctly.

My set-password link says it's expired.

Links are valid for 3 days and can be used once. Ask for a new invitation and use the most recent email.

I can't sign in.

Make sure you've set your password via the link first. If your account was deactivated, an administrator must re-activate it. Passwords are case-sensitive.

I don't see a menu item / screen I expected.

Your role or access settings control what you see. Managers see only their team; team members see only their profile; clients see only enabled screens. If you think you need more access, contact an administrator.

A page is slow or shows a timeout.

Refresh once. If it keeps happening, report it with the time it occurred so it can be investigated.