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Training Records

You can view how this module works below. Simply click the links on the left to view the 'How To' information.

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Converting User

Available for user levels:

  • Account Adminstrator

If you have a Trainee that does not have access to your portal but you would like them to have access you can automatically convert them to a user. this means that can continue to use the same training profile.

To do this:

  1. From the Options sub menu select Trainees
  2. Select the Trainee you want to convert
  3. Click the Convert to User button
  4. Enter their email and select their user level
  5. Click Save

They will be email a password and user access and will be able to access the system and will be linked to the same Training Profile.