If you'd like to allow any member of your staff to be able to make their own course bookings online and/or order products, there are 2 ways in which you can do this:
1) Call our courses department on 01752 725702. We can amend your online rights for you.
2) Change your staff's settings yourself through the "My Account" area of the website. For the purposes of this article, we'll focus on this second option.
You must first be logged in as the Company Course Administrator.
Company Course Administrators
To grant your staff online booking rights, you need to be logged in as the Company Course Administrator. This is an individual who can control all bookings and online administration for the firm.
How do you know if you're the Company Course Administrator?
If you registered an account online, the chances are you're already set-up as a Company Course Administrator. However, here's how you can check:
Log into the SWATUK website and hover over "My Account" from the left-hand menu.
|
|
If you only have the options "My Account"; "My Courses/CPD"; and "Checkout" you do NOT have Company Course Administrator rights. |
 |
If, however, you get the following options when you hover over "My Account" from the left-hand menu, you do have Company Course Administrator rights.
|
Essentially, the Company Course Administrator has greater online rights than that of others, and has the ability to:
- Book courses online, for everyone in the firm (see Booking a Course online)
- View everyone's course bookings
- Manage all staff's online details, e.g. their password, online rights etc.
You can give as many people as you wish, Company Course Administrator rights, and we'll run through this in the section below, titled "Allowing your staff to book online".
If you're not a Company Course Administrator, but need to be, call our courses department on 01752 725702, and we'll be able to change your online rights for you. Alternatively, any other Company Course Administrator in your firm can grant you access. The next section will explain how.
Allowing your staff to book online
| 1) Once logged in as the Company Course Administrator, hover over "My Account" from the left-hand menu and select "Manage Company Contacts". |
 |
2) You'll then be presented with your "Company Contacts List", listing all staff that have an online account, in alphabetical order (by first name).
3) Click the name of the person you'd like to be able to book his/her own courses. This will give you their details (i.e. their name, email address, password etc), all of which you can update here should you need to.
4) At the bottom of their details, you'll see two boxes, one of which reads "Allow contact to book own courses". By clicking in the box to the right of this sentence (so that a tick is showing), you have given this individual the ability to book their own courses online. They will now be able to book their own courses online.
The other box reads "Company Course Administrtator". By clicking on this box (so that a tick is showing), you can make this person a Company Course Adminsitrator. This means they will have the same online rights as you (i.e. they can change the details for any member of staff, give anyone else online booking rights and make anyone else a Company Course Administrator).
Of course, if you've made someone else the Company Course Administrator, and don't want to be one yourself, you can find your name in the "Company Contacts List" (as described in Step 2) and untick the box that reads "Company Course Administrator".
Other useful features
Now you know how to allow your staff to book courses online, you may also be interested to read:
Viewing your course bookings
Viewing course bookings for everyone in your firm
Additional support
Should you have any queries regarding changing the online booking rights for anyone in your firm, please call our courses department on 01752 725702 who will be happy to help.
If you'd like to allow any member of your staff to be able to make their own course bookings online and/or order products, there are 2 ways in which you can do this:
1) Call our courses department on 01752 725702. We can amend your online rights for you.
2) Change your staff's settings yourself through the "My Account" area of the website. For the purposes of this article, we'll focus on this second option.
You must first be logged in as the Company Course Administrator.
Company Course Administrators
To grant your staff online booking rights, you need to be logged in as the Company Course Administrator. This is an individual who can control all bookings and online administration for the firm.
How do you know if you're the Company Course Administrator?
If you registered an account online, the chances are you're already set-up as a Company Course Administrator. However, here's how you can check:
Log into the SWATUK website and hover over "My Account" from the left-hand menu.
|
|
If you only have the options "My Account"; "My Courses/CPD"; and "Checkout" you do NOT have Company Course Administrator rights. |
|
If, however, you get the following options when you hover over "My Account" from the left-hand menu, you do have Company Course Administrator rights.
|
Essentially, the Company Course Administrator has greater online rights than that of others, and has the ability to:
- Book courses online, for everyone in the firm (see Booking a Course online)
- View everyone's course bookings
- Manage all staff's online details, e.g. their password, online rights etc.
You can give as many people as you wish, Company Course Administrator rights, and we'll run through this in the section below, titled "Allowing your staff to book online".
If you're not a Company Course Administrator, but need to be, call our courses department on 01752 725702, and we'll be able to change your online rights for you. Alternatively, any other Company Course Administrator in your firm can grant you access. The next section will explain how.
Allowing your staff to book online
| 1) Once logged in as the Company Course Administrator, hover over "My Account" from the left-hand menu and select "Manage Company Contacts". |
|
2) You'll then be presented with your "Company Contacts List", listing all staff that have an online account, in alphabetical order (by first name).
3) Click the name of the person you'd like to be able to book his/her own courses. This will give you their details (i.e. their name, email address, password etc), all of which you can update here should you need to.
4) At the bottom of their details, you'll see two boxes, one of which reads "Allow contact to book own courses". By clicking in the box to the right of this sentence (so that a tick is showing), you have given this individual the ability to book their own courses online. They will now be able to book their own courses online.
The other box reads "Company Course Administrtator". By clicking on this box (so that a tick is showing), you can make this person a Company Course Adminsitrator. This means they will have the same online rights as you (i.e. they can change the details for any member of staff, give anyone else online booking rights and make anyone else a Company Course Administrator).
Of course, if you've made someone else the Company Course Administrator, and don't want to be one yourself, you can find your name in the "Company Contacts List" (as described in Step 2) and untick the box that reads "Company Course Administrator".
Other useful features
Now you know how to allow your staff to book courses online, you may also be interested to read:
Viewing your course bookings
Viewing course bookings for everyone in your firm
Additional support
Should you have any queries regarding changing the online booking rights for anyone in your firm, please call our courses department on 01752 725702 who will be happy to help.