Organisations (Client Portals)

Creating a new Organisation
You can add a new Organisation by selecting the “ADD ORGANISATION” button at the bottom left of the Provider Dashboard. In the page that follows lets breakd...
Wed, 24 Nov, 2021 at 1:44 PM
Editing Organisations
From the Provider Dashboard you will be presented with a list of Organisations that you have setup. If you haven’t set up an Organisation yet see our articl...
Wed, 20 Oct, 2021 at 11:05 AM
Customising Provider Course access for Organisations
You can enable and disable Provider Courses for an Organisation by selecting “EDIT” from the Provider Courses panel in the Organisation’s profile page. From...
Wed, 5 Jan, 2022 at 1:15 PM
Deleting Organisations
NB This action will permanently remove all of the target Organisation’s data. This includes, but is not limited to, courses created within the Organisation,...
Mon, 8 Nov, 2021 at 11:58 AM
Creating Support Users
Occasionally, Providers will need direct access to an Organisation for troubleshooting. Support users (which are different to the Contact Support set up dur...
Wed, 20 Oct, 2021 at 11:26 AM
Adjusting the day for sending Incomplete Course Reminders
Organisations have the option to send out reminders to their users when they have courses that are still in-progress. Only Providers can change the day that...
Wed, 20 Oct, 2021 at 11:46 AM
Disabling and re-enabling Organisations
Providers can deny Organisation access for all users by clicking “DISABLE ORGANISATION” in the Delete Organisation panel. An additional pop-up will appear t...
Wed, 20 Oct, 2021 at 11:54 AM