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Managing users and trainees
User permissions - master lists of things you can do
5
What can a company account owner do?
What can a trainee do?
What can a manager do?
What can a learner driver do?
What can a free user do?
Managing trainees
13
Managing trainees overview
Editing, deleting and viewing trainees
Searching for a trainee
Managing multiple separate companies or students
Course completion notification email
View all 13
Managing managers
4
Inviting managers and assigning managers to groups
Managing managers
Manager permissions and settings: inviting & deleting trainee, managing groups
Changing the account holder or account owner
Purchasing and renewing course licences
3
Renewing or extending expiring, expired or deleted course licences
How to view your invoices or receipts
Buying a course licence and adding more trainees
Inviting/adding trainees
6
Add or invite trainees via email (includes adding yourself)
Add (invite) trainees using a form (no email required)
Bulk uploading trainees using a spreadsheet (no email required)
Cancelling a course invitation
Resending pending trainee invitations
View all 6
Groups and segmenting trainees
4
Setting up groups, including advanced combinations
Group sequencing
Adding and editing groups
Change a trainee's groups
Email notifications
1
List of email notifications
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