Admin adding an Org Rep

To add a student contact, as an admin follow these steps:

  • Log In as an admin

  • Go to Contacts plugin in the left menu

  • Click on New Contact

  • Select Org Rep on the dropdown presented on screen

A contact details page for ‘Org Rep’ role will appear on the screen

  • Enter Org Rep’s name, Organisation and email address in given input fields

  • Click Save

  • Click on ‘Send Login Invite’ Button to send email to Org Rep

Org Rep will receive a verification link in their email inbox.

Org Rep must click the link sent to them to verify their emails

On the redirect page, org rep must set up a password so that they can login

 

Org Rep Sign Up

To sign up as an org rep on CourseCo, please follow these steps:

  • Navigate to the website

  • Click on Log In button

  • You will be redirected to Sign Up/ Log In form

  • Select I am an ‘Organisation’

  • Enter your first name, last name, email and password in given input fields

  • Click on Sign up button

  • In next page, enter Job title, Organisation name, Industry size, Organisation size and Job function

  • Click Continue

You will receive a verification link on your email

Click on the link to verify the email you set up

 

Lead booker adding delegates on checkout

As a lead booker, you can add delegates on checkout while purchasing a course for your delegates.

In that case, when the lead booker adds delegates information such as First name, last name, email and phone number, they will:

  • Receive a verification Link on the Email as set up by the lead-booker on checkout page

  • As a delegate, they must click the link to verify your account

  • On redirected page, they must set up your password

Delegates will receive a confirmation email if already verified.

If not verified, they will receive a signup Link to verify their email

How to Login as an Org rep

  • Navigate to your website

  • Click LOG IN.

The  Login page will be displayed.

  • Enter your credentials and click LOG IN.

You will be logged in and your Home Dashboard will be displayed.

Depending on your login type, some of the modules/sections may or may not be available.

To log out of CourseCo, click your profile picture at the top-right and then click Log out.

You will be logged out of CourseCo.