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Frequently Asked Questions

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As a Corporate Administrator, you have full control over managing your company’s training program. This guide will walk you through managing company details, adding users, purchasing class, course, and certification path seats, and assigning classes/courses to your team. If you have any questions that are not answered in this Guide, then please review our general Docs & FAQs or contact our team through the Intercom Chatbot.

Managing Your Company Information

To update your company details:

  1. Navigate to the Corporate Dashboard and click into Company Info.
  2. Edit the following fields as needed:
    • Company Name
    • Corporate Manager’s Job Title
    • Company Address
  3. Click Save Changes to update your information.

Managing Users

Enrolling Your Team in Corporate Training

  1. In the Corporate Dashboard, click the “Add New User” button.
  2. Enter the team member’s:
    • Name
    • Email Address
    • Phone Number (optional)
  3. Click “Send Invitation” to invite the user.

Invitation & Account Setup

  • Once invited, the user’s status will remain “Invite Pending” until they log in for the first time.
  • They will receive an email with a link to set up their password.
  • After setting a password, they will be automatically logged in.

Managing a Team Member

On the user management page, you can:

  • Reset a team member’s password.
  • Assign classes/courses to a team member (seats must be available).
  • View assigned classes/courses and their progress.
  • Download their earned certificates.

📌 Note: You must purchase class/course seats before assigning them. See the Purchasing Classes section for details.

Purchasing Classes & Courses

  1. Go to the “Purchase Courses” section in the Corporate Dashboard.
  2. Select the desired training(s) from the list of available options.
  3. Choose the number of seats you’d like to purchase for each training.
    • Each team member requires their own seat.
    • If you want access to a training as a corporate admin, you must purchase a seat for yourself as well.
  4. Click “Add to Cart” and complete the checkout process.
  5. You can return at any time to add more training types or purchase additional seats.

Assigning Class/Course Seats

Assigning Seats to Team Members

  1. Navigate to the “Assign Seats” page in the Corporate Dashboard.
  2. If no seats are available, you will see:
    • “You have no available seats. Click here to purchase more.”
  3. View your purchased training and available seats.
  4. To assign a seat:
    • Select a user from the “Select User” dropdown.
    • Check the box next to their name.
    • Click “Assign Seat” to confirm.
  5. The team member will receive an email notifying them of their new training access.

Assigning a Seat to Yourself as a Corporate Admin

  1. Follow the same Assign Seats process and select your own name.
  2. To access your assigned trainings:
    • Click “My Account” → “My Courses”.
  3. For general class/course navigation and learning details, refer to the Docs & FAQs page.

Corporate Orders & Purchase History

To review corporate purchases:

  1. Navigate to “My Account” → “Orders”.
  2. View order history and details for all past purchases.