Firm Admin FAQs
Being a firm administrator allows you to register individuals and purchase courses for multiple people in your firm all from one account. You need to make sure each person has their own account setup in the system and is registered individually for the course so that they get the proper credit after the course is over.
How do I get setup as a corporate account administrator?
You will need to first setup an account on this site. Once your account is created email email@example.com and let us know that you would like to be an administrator for other accounts? You will then receive an email response letting you know that you have been setup as a corporate account administrator and will then have the ability to add users onto your account and assign courses to the individuals you are an administrator over.
How do I add a new user to my corporate account?
When you login to your account it will take you to “My Dashboard.” From there, click on “My Corporate Users” then it will pull up each of the individuals on your corporate account. To create a new user click on “Add Corporate User” and then fill out the account registration form information. (Note: All * items are required to be filled out).
How do I add an existing user to my corporate account?
Under the “My Corporate Users” section on your account, click on “Corporate Member List.” Once on that page there will be a box for you to enter the email address of the existing account to add to your corporate list. The box will auto-fill in as you type, so once you find the correct email address, click Add User. That user will then show in your Corporate Member List below.
How do I purchase multiple courses for multiple users?
Click on “Home” to access the course catalog. Add the course to your cart, then change the quantity to the number of courses you want to purchase. A warning note will pop up letting you know that you have multiple courses in your cart. Click Proceed with Checkout and it will update the total $ amount. Once the $ amount is updated and you see the multiple quantities in your cart, click “Proceed with Checkout.” You will then be taken to the “Assign Purchases” page where you will see a number of drop down boxes under the title Recipient. Each of those names and email addresses will default to your name and email. Click on the drop down arrow on each course and assign it to the individuals you are registering for the course. Once you have assigned all users, click “Proceed.” Select or add a payment method for your purchase and click “Proceed.” You will then be given a final review page for you to look over your order. If everything is correct, click “Complete Order.” If you need to correct anything, click “Go Back” and then repeat the process. You will then be given a confirmation number and each individual, as well as the administrator, will receive a confirmation email letting them know they are registered for the course. Each person will then receive email correspondence for that course in the days prior to the broadcast date.