After completing the registration process and initial payment, you will land on a page similar to the image below.  

This page shows the following:

• icons of the courses you have included in your plan
• Plan Seats - the number of seats you have purchased
• Registered Users - the number of users who have registered in your account
• Invited - the number of users who have been sent an invite to register but not yet completed their registration
• Available Seats - the number of Plan Seats that have not yet been used

From this page, the first step is to click ‘Add Users’ to invite users to register, which will give them access to the courses you have purchased.

Clicking on the icons of the courses that have been purchased will show a bar of user progress. 

The right side panel displays current plan details.

Add Users 

You can add users individually, in bulk or by giving your users a self registration link.

When adding users to your plan, you are only able to invite up to the number of seats you have purchased. For example, if you have bought 10 seats, you can only invite up to 10 users.  

Adding Users Individually

Simply enter each email address of the users you wish to send an invitation to via email to register for the program.

When you click submit you will prompted on the next screen whether you want to send them out the registration email.

If you do not email them immediately, you can send out the invite email at a later time through the Invites section of the portal.

Adding Users in Bulk

Using the template provided in the 'Download template' link, add each users details and save the file as a CSV (comma separated values).

Upload the file and click submit - you will prompted on the next screen whether you want to send them out the registration email.

If you do not email them immediately, you can send out the invite email at a later time through the Invites section of the portal.

Adding Users by Self Registration Link

You can provide anyone with your unique self-registration link which allows them to register without being invited via email.

The registration process remains the same, and once you have no more seats available, users will receive a message to contact their administrator and you will not consume any more seats.

Manage Users 

Clicking on the Users page brings managers to their list of users with their progress within each course.  

By selecting the different courses using the drop down list, managers are able to view the progress of each user  in the selected course.  

By using the filters, managers are able to view users that have completed, have not started or are in progress.  

Managers will also be able to Add users from this page. 

To view a User Profile, simply click on their name and managers will be taken to a different page where they will be able to view the user’s progress and edit the user’s details.  

On the top right side of the page, inline with the page heading, there is an vertical ellipsis (3 vertical dots) menu with options to do the following: 

• Download User Progress Report (CSV)  - This allows Managers to download a spreadsheet to view the current progress of all users.
• Download Invite Links (CSV) - this will download (as a CSV file) a list of all current users who have been sent invites to register
• View Invites - this will take you to the Invites section of the portal
• View Managers - This allows managers to view a list of current managers. Clicking this will take the manager to a new page.

View Managers 

When the link for View Managers is clicked on the Users page, managers are taken  to this page where they are able to Add Managers. 

Add Manager 

When the Add manager button is clicked on the Managers page, managers are taken  to this page where new managers can be added. Managers have to complete a form  that includes the new manager’s details. Once this is complete, an invite is sent to the  new manager.

User Profile 

When a manager clicks on a user’s name on the Users page, managers are taken to  this page where they can view and update user details and view course progress. 

On the right side, there is a link that  takes the manager back to the users page and an options menu (vertical ellipsis) that includes the  following options: 

• Remove as Manager 

When a user needs to be removed as a manager. Their user account will not be removed, only their permissions to be a manager. 

• Reset Access token 

An access token allows the user to login once using a special link. Any previous token link will be invalid if this is clicked.

• Delete User 

Completely removes the user, freeing a seat

User Profile - Course Progress

When a manager clicks on View Course Progress, the manager is taken to this page  where they can view the user’s course progress. If the user completes their course, a  Download Certificate button will be visible for the manager to download the user’s  certificate.  

If the organisation has more than one course included in their plan, there will be a tab  with the icons on the top of the container.  

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