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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
15
Managing trainees overview
Editing, removing, deleting and viewing trainees
Searching for a trainee
Managing multiple separate companies or students
Course completion notification email
View all 15
Managing managers
4
Inviting managers and assigning managers to groups
Editing and deleting managers
Manager permissions and settings: inviting & deleting trainee, managing groups
Changing the account holder or account owner
Purchasing and renewing course licences
5
Renewing or extending expiring, expired or deleted course licences
How to view your invoices or receipts
Buying a course licence and adding more trainees
Billing details for invoice payments
Changing the expiry date of a course
Inviting/adding trainees
13
Add or invite trainees using their email
Add trainees using a username (no email required)
How to add yourself to a course
Bulk uploading trainees using a spreadsheet (no email required)
Cancelling a course invitation
View all 13
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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by Freshdesk