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Speaking of accounts...
Accounts are used to control registration of users in available courses. They are two types of accounts: Credit or Time.
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In addition to these two types of account, there is the default account, which is used by all users that are not associated to any specific account.
View accounts
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01. In the main menu, place the mouse over Learning.
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The default account is displayed in blue and highlighted with a star. You can search a specific account – from the Search field, in the upper left corner of the Accounts list table – as well as select the number of accounts to be displayed per page – 10, 20 or 50. |
Filter accounts
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01. In Filter by, click Type.
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To view all accounts again, simply undo the defined filter or select the All option in both filters. |
Create account
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01. Click Create new account, in the upper right corner of the Accounts list table.
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09. Click Save to confirm creating the account.
Edit account
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01. On the accounts list, click the Edit icon, to the right of the account line.
02. Change the information of your choice. For more details about the displayed fields, see the Create account path.
03. Click Save.
Deactivate account
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01. On the accounts list, click the Deactivate icon, to the right of the account line.
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When deactivating an account, all its users are disassociated from it. It is not allowed to deactivate the company’s default account. |
Activate account
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01. On the accounts list, click the Activate icon, to the right of the account line.
Delete account
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01. On the accounts list, click the Delete icon, to the right of the account line.
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The company’s default account cannot be deleted. Accounts in which a credit and/or debit transaction was made cannot be deleted either. In this case, it is only possible to deactivate it. |
Add credits to the account
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You can only add credits to Credit accounts. |
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03. Click Save to complete adding credits to the account.
View account statement
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01. On the accounts list, click the Statement, to the right of the account line.
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