Feature directory

This directory describes the user-facing screens present in the frontend, reviewed on 8 October 2026. Available actions depend on your role, the record's status, and the connected service. Menu names below use the English interface.

KPZ administrator

Where to go	What you can do
Dashboard	Review registration and member-change counts, outstanding amounts, failed direct debits, umbrella requests, recent events, and links to records. Refresh the overview.
Member	Search, sort, paginate, choose visible columns, and filter by status, umbrella, WZD, affiliation type, and sector. Create a member.
Member → open an organisation	View overview, contact persons, invoices, complaints, umbrella relationship, records, and timeline. Edit details; review employee-count changes; add notes; cancel membership; download an available certificate.
Member → organisation → umbrella section	Assign or change an umbrella with an effective date, remove it with a reason, and inspect current or pending affiliation.
Registrations	Filter and review applications, inspect contacts and review flags, approve, reject with a reason, or request more information.
Member changes	Review the central queue of pending member changes and approve or reject them.
Complaints	Select a member, register a report/complaint/dispute, edit the case, change its status, and browse history.
Invoices	Filter invoices by member, status, and dates; export the filtered list; open details; download available files; view payment and reminder history; mark received payments as paid.
Invoices → add invoice	Create a draft with line items, edit the draft, and explicitly send it when ready.
Outstanding payments (/admin/invoices/outstanding)	Review unpaid invoices. Reach this view from dashboard/report links.
Failed direct debits (/admin/payments/failed-direct-debits)	Review failed collections through the dashboard's failed-debit link.
Documents and Downloads	Upload, download, rename/reclassify, publish/unpublish, and delete library documents. Publishing makes a document available to members.
User Management	Search, filter, sort, and paginate users; create supported staff accounts; edit details and roles; activate/deactivate; delete with confirmation; see last login. Member and system roles are externally managed.
Price Tiers	View annual prices by affiliation, WZD, and employee tier; create/edit/archive employee tiers; preview pricing-rule impact; schedule new rules and close existing rules.
Accounting	Filter synchronisation failures, inspect attempts and errors, and retry a failed synchronisation.
Unmatched bank entries (/admin/accounting/unmatched-entries)	Inspect and filter bank entries that have not been matched. This view does not provide a manual matching editor.
Umbrella	Create organisations with contact, approval, notification, reminder, certificate, sponsor, membership-number, and linked-administrator settings; view details; review linking requests; browse affiliates; add yearly pricing terms.
Collectieven	Create, search, filter, view, and edit collectives; manage contact/billing/pricing settings; add/import client sheets; compare incoming CSV lists; accept changes; archive removals; inspect annual complaint counts; submit annual confirmation.
Newsletter	Create service/commercial campaigns, compose content, choose recipient filters, schedule, preview recipients, send with confirmation, and monitor sending status.
Notification Template	Search templates; edit subject, HTML/text content, and active state. Template key and type are read-only.
Reports	Open reporting views for outstanding payments, accounting failures, complaints, and collectives. This is a navigation hub, not a custom report builder.
settings	Set whether all registrations require manual review and open user, pricing, notification-template, and newsletter settings.

For instructions, see administrator workflows and complaint handling.

Member

Where to go	What you can do
Dashboard	See your organisation's overview and open organisation details, invoices, and certificates.
Organisation	View organisation, membership, address, contacts, employee count, price tier, affiliation, and WZD details.
Organisation → Edit	Update address, country, work description, and billing email. Fields reserved for staff are not editable here.
Organisation → umbrella affiliation	Request an affiliation, supply a membership number or mark it pending, cancel a pending request, and update the membership number.
Contact Persons	List, add, edit, and delete contacts; manage primary/active status and correspondence categories.
Invoices	View invoice dates, amounts, due dates, and statuses, and start payment for eligible invoices.
Payment Settings	View/change payment method and direct-debit account details. A new mandate may require an initial iDEAL payment.
Certificates	View validity, versions, generation/blocking status, and download available PDFs. Overdue invoices can block downloads.
Documents and Downloads	Download published library files and open invoice/certificate areas.
Registration information-request link	Read KPZ's question, correct editable information, and submit a response for review.
Umbrella invitation link	Open and accept a token-based invitation using the appropriate member account.
Invoice/payment link	Choose the offered payment option and inspect the result after returning from the payment provider.
Certificate link	View a specific certificate and download it when available to your account.

See member self-service.

Complaints officer

Where to go	What you can do
Complaints	Search/select a member; view the complaint file; register reports, complaints, or disputes; enter dates and notes; edit details and update status.

This role has a focused complaints workspace and does not have access to the broader administration menus. See complaint handling.

Umbrella administrator

Where to go	What you can do
Dashboard	View affiliated-member and pending-request counts and open workspace shortcuts.
Affiliated members	Approve/reject requests, inspect membership numbers, remove affiliations with a reason, and report wrongful affiliation for a selected year.
Invitations	Send one invitation by email or upload a CSV of invitation addresses and review import results.
Annual confirmation	Load a year, see confirmation state/date, and confirm that the membership list has no changes.
Complaint summary	Filter by date range and view aggregate complaint counts. Individual case details are not shown.

See umbrella workflows.

Public and account journeys

Entry point	What you can do
Sign-in screen	Sign in and reach your role's workspace; request password recovery.
Account activation link	Set a password using the activation link.
Password reset link	Set a replacement password using a valid reset link.
Registration (/register)	Complete organisation, contacts, membership, and review/cost steps, sign, accept terms, and submit an application.
Signed registration-decision link	Where offered following an umbrella decision, choose whether to continue or cancel the registration and confirm the choice.
Account menu	Sign out. The interface supports Dutch and English text.

See registration and access. The older feature handover remains available as project background; this directory includes newer screens such as the document library and registration follow-up.