Purchasing and assigning courses as an Organization Manager

One of the features of the Learning Portal, is the ability for Organizations Managers created within your account to access the Learning Management System. This gives the designated Organization Manager(s) the option to purchase and assign courses as necessary.

How to Create Organizations

In order for an Organization Manager to be created, the Organization must first be created. For instructions on how to create organizations, please review our Creating Organizations in the Membership Dashboard article.

How to Assign an Organization Manager

It is important to ensure the Member is designated as the Organization Manager in order for them to be able to purchase and assign courses.

1. From the Membership Dashboard, navigate to Organizations > Organizations
2. Select the Organization you wish to assign the Organization Manager to
3. Under the Managers field, select the Member to add them to the list
4. Select Save Changes

How to purchase course as an Organization Manager

Once added, the Organization Manager can begin making purchases and assigning them to members within their organization. The Learning Portal can be accessed by navigating to the Learning page in the Member Portal.

1. From the Learning Portal, navigate to Browse
2. Navigate to the course you wish to enroll in
3. Select Add next to the course you wish to enroll in
   1. Select View details if you like to see any additional information
4. Under the Discount Code field, enter any promotion code and select Apply
   1. Please note, this field can be hidden by the Organization Administrators
5. Under the Payment Method field, select Credit Card to pay by credit card or select Other to pay by another method such as cheque
6. Select Checkout
7. If you have chosen to pay by credit card, enter your credit card information in the new pop up
8. Select Confirm

How to Assign Course Enrollment as an Organization Manager

Once courses have been purchased, Organization Managers can assign them to other Members in the Learning Portal.

1. From the Learning Portal navigate to Purchases
2. Select the purchase you wish to assign for Members
3. Above the Course Enrollment table, select Actions > Assign Course
   1. Under the Course field, select one of the courses included in the purchase
   2. Under the Members field, select the members you wish to include for the course
4. Select Submit

The member will now be assigned to the course.