Why do I need to register my company details?
You need to register your company details so that we can set up an LMS instance for you. Once you have registered your company details under ‘My Account’, a ‘Company ID’ (Short Name) will be automatically generated. You only need to do this once.
What is a ‘Company ID’ (Short Name) and why do I need it?
Once you have registered your company details under ‘My Account’, a Company ID (Short Name) will automatically be generated. The ‘Company ID’ (Short Name) will be used to create an LMS instance for your company. If you purchase any additional e-learning licences, it is important that you enter your ‘Company ID’ (Short Name) so that all your e-learning courses will be displayed within the same LMS.
Where can I find my ‘Company ID’ (Short Name)?
Your ‘Company ID’ (Short Name) can found be in two places:
- You can access your ‘Company ID’ (Short Name) via ‘My Account’ by following these steps:
- Click ‘SHOP’ in the top menu.
- Log in to your account by clicking ‘Login’ in the top menu.
- Once you have logged in, click ‘My Account’ and then ‘My Account’ again in the top menu and you will be taken to your ‘My Account’ page.
- At the bottom of this page, you will be able to see your ‘Order History’ and ‘E-learning Courses’.
- Under ‘E-learning Courses’, you can select ‘View company details’, which will display your ‘Company ID’ (Short Name).
- You can find your ‘Company ID’ (Short Name) in your LMS by following these steps:
- From your admin dashboard, select the ‘Company Management’ tab.
- Select the ‘Edit Company’ option.
Why do I need to assign an administrator?
You need to assign an administrator for your company as this person will be able to perform all aspects of user and company management for your e-learning course(s). This person will also be responsible for assigning user licences and monitoring progress via reporting, and will act as the first line of contact for your delegates.
How do I change the administrator for my company?
Our E-learning Support Team will be able to look into this for you. Please get in touch via email or by calling +44 (0)333 800 7000.
How can I add delegates?
Once you have assigned an administrator for your company, they will receive an email informing them of the next steps.
Your basic company details plus licence allocation will have been set up for you. Any incorrect company details can be edited.
If you wish to create departments to better manage your company account, we advise setting up this structure before creating any user accounts.
To create departments
- From your admin dashboard, select the ‘Company Management’ tab.
- Click the ‘Manage departments’ icon.
- Select the ‘Create department’ option.
- Add the ‘Long name of the department’ in the field provided.
- Add the ‘Department short name’ in the field provided.
- Click ‘Save changes’ to create the department.
- The department name will now show under your company name in the ‘Select department’ list.
For more information on creating departments, please refer to pages 7–8 of our LMS Company Manager’s User Guide. If you do not have access to this, please contact us and we will send you a copy.
To create a single user
- From your admin dashboard, select the ‘User Management’ tab. Here you will be able to:
- Create individual users;
- Bulk-upload users;
- Edit user details; and
- Resend user details (reset passwords).
- Click ‘Create User’ to create a new user.
- You will need to capture all the key details to create a new user for your company.
- Once you have entered all the information, click ‘Submit and back to dashboard’.
To bulk-upload users
- From your admin dashboard, select the ‘User Management’ tab.
- Select the ‘Upload Users’ icon. This will open the upload users page.
- Please ensure that your file containing all the relevant information is saved in .csv file format.
- Once you have your upload file set up and completed, drag and drop the file from your computer into the space provided.
- Once the system has analysed your file, it will show in the box on screen.
- Ensure that the ‘Upload type’ option is set as ‘Add new only, skip existing users’.
- Click the ‘Upload users’ button to continue.
For more information on bulk-uploading users, please refer to pages 14–18 of our LMS Company Manager’s User Guide. If you do not have access to this, please contact us and we will send you a copy.
NB: Licences are allocated at the time of creating users. Once this action is performed, either by CSV upload or individually, an email will be sent to the delegate advising them of their login details.
How do I reset a delegate’s password?
- From your admin dashboard, select the ‘User Management’ tab.
- Select the ‘Edit users’ icon to make changes to an individual user profile.
- The Edit users page will open. A list of all users in your company will be displayed.
- Locate the delegate who requires the password reset.
- Click ‘User controls’ (in the far-right column), and in the drop-down list, select ‘Re-send user details’.
- Selecting this option will prompt you to send a system message to the user so that they can reset their password.
For more information on resetting users’ passwords, please refer to pages 19–24 of our LMS Company Manager’s User Guide. If you do not have access to this, please contact us and we will send you a copy.
How do I check who has completed the course?
- The administrator that you have assigned will have the ability to report on this.
- From your admin dashboard, select ‘Completion report by course’.
- Locate the course that you would like to view the results for.
- Select ‘Course Summary’.
- This will display full details of all delegates who have started the course or completed the course, the date the course was completed and the final score achieved.
- Administrators can also access copy certificates from this report.
For further information on reporting, please refer to pages 31–35 of our LMS Company Manager’s User Guide. If you do not have access to this, please contact us and we will send you a copy.
How are certificates generated?
Certificates are automatically generated once a delegate has successfully completed an e-learning course.
Still can’t find the answer to your question?
If you still can’t find what you’re looking for, please get in touch via emailor on +44 (0)333 800 7000, where our E-learning Support Team will do their best to help.