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Managing Your Account

In this video, up are guided through the process of setting up your account after a payment goes through.

Managing Your Account

Managing Your account How to Video Help Guide

The guide covers two main sections: account management, where users can amend details like address and password, and an admin area for enrolling users and managing their accounts.

You can add individuals through forms or upload multiple users via a CSV file. The video explains the steps to purchase additional user places if needed, ensuring everyone has their own account for course access and certification.

Course Admin Area Functionality Explained

The admin area provides insights into user progress, indicating the courses they are enrolled in, completion status and provides the option to download certificates. It informs if a user has not started the course yet, allowing administrators to monitor and possibly encourage user engagement. This overview ensures administrators can effectively manage and oversee course participation.

AllergyWise® Courses – Managing Your Account

1. Access Your Account and Admin Area

Once your payment is processed, you’ll be redirected to a page with two sections:

  • Account – Manage your personal details.
  • Admin Area – Enrol and manage users.

 

2.Manage Your Account Details

  • In the Account section, you can update your address, billing details, and password.
  • In the Admin Area, you can enrol new users and manage their courses.

 

Enrolling Users

A. Enrol Users Individually
  1. Click ‘Start Enrolment’ to access the enrolment screen.
  2. Scroll to the ‘Add Users Individually’ section.
  3. If you are taking the course yourself, enter your name and email first.
  4. To add other users:
    • Enter their name and email in the provided fields.
    • More lines will appear as you add users.
  5. Click ‘Send Invites’ to email account setup links to all users.

 

B. View Enrolled Users
  • At the top of the screen, grey boxes show enrolled users, their course details, status, and completion date.
  • For users who have finished the course, you can download their certificate.

 

4. Bulk User Enrolment (CSV Upload)

  1. To add multiple users at once, use the CSV upload feature.
  2. Download the sample CSV file to ensure correct formatting.
  3. Fill in the details and upload the completed CSV file.

 

5. Add More Users Later

  • If you need more course spots, click the green button to return to the purchase screen.
  • Adjust the number of additional users needed.
    • Example: To add 4 more users, change the quantity to 4 and proceed to checkout.
  • Complete the payment and follow the enrolment steps again to add users.

AllergyWise® Courses – Managing Your Account and Enrolling Users FAQ

By following these steps, you can easily manage your account, enrol users, and track their progress through the AllergyWise® courses.

  • How do I access my account and the Admin Area?

    After your payment is processed, you’ll be redirected to a page with two sections:

    • Account – Manage your personal details.
    • Admin Area – Enrol and manage users.

  • How do I update my account details?

    In the Account section, you can update your:

    • Address
    • Billing details
    • Password

  • How do I enrol users in a course?

    1. Click ‘Start Enrolment’ in the Admin Area.
    2. Scroll to the ‘Add Users Individually’ section.
    3. Enter each user’s name and email.
    4. If you are taking the course yourself, enrol yourself first.
    5. Click ‘Send Invites’ to send account setup links to users.

  • Can I enrol multiple users at once?

    • Yes, use the CSV upload feature for bulk enrolment.
    • Download the sample CSV file to ensure correct formatting.
    • Fill in the details and upload the completed CSV file.

  • Where can I see the list of enrolled users?

    • The grey boxes at the top of the Admin Area display enrolled users.
    • You can see:
      • The course they are enrolled in.
      • Their course status (not started, in progress, or completed).
      • Their completion date, if applicable.

  • How do I download a user's course completion certificate?

    • Once a user completes their course, a certificate download link appears under their name.
    • Click the link to download their certificate, which includes the completion date.

  • Can I add more users after my initial purchase?

    • Yes, click the green button to return to the purchase screen.
    • Adjust the number of additional users needed and proceed to checkout.
    • Once payment is processed, follow the enrolment steps again.