The SWATUK website enables you to amend your staff's online details, such as their email address, their login password, and their online rights (i.e. do you want to allow them to book their own courses, book courses for anyone in the firm, or not be able to book courses at all).
This is particularly useful for those firms in which a central department (such as an HR department) maintains control of the CPD for everyone in the firm.
In order to amend your staff's online details, you will first need to be logged in as a Company Course Administrator. (See Company Course Administrators below for more details).
 |
Once logged in, hover over "My Account" and select "Manage Company Contacts". |
You will then be presented with a list of all your staff who have an online account. If you want to add a new staff member to this list, see our "how to add a new contact" guidance notes below.
Simply click the name of the staff member whose details you'd like to amend. You'll then be presented with that individual's online details (see below).
First Name, Last Name and Title
These fields allow you to update the individual's name.
Email
Use this field to notify SWATUK of an email address change
Password
Use this field should you wish to add/change the individual's password.
Date Employed
This field can be used to tell SWATUK when the individual started working for the firm.
Date Left
Use this field to notify us of when a member of staff has left your firm.
Branch
This specifies the branch of your firm at which the individual is based.
Company Course Administrator
By clicking in the tick box (so that a tick is showing) you will give this individual the ability to book themselves and any other member of staff onto courses and order products online. They will also be able to edit other staff's details (as you are doing now) and monitor course bookings for every member of staff.
Allow Contact to Book Own Courses
By clicking in the tick box (so that a tick is showing) you will give this individual the ability to book themselves onto courses and/or order products online. They will NOT be able to book any other member of staff onto courses, just themselves.
Once you've made the necessary changes, click 
to save your changes.
How to add a new contact
Should you need to add a new member of staff to your company contacts list, hover over "My Account" and select "Manage Company Contacts".
Underneath the "Company Contacts List" table, you will see a 
button. Click this button and you will be presented with a contact details table. Fill in the individual's details, as outlined in guidance outlined above, and click "Update" to save your new contact.
Company Course Administrators
A Company Course Administrator is an individual who can control all online bookings and administration for every member of staff in your firm. You can give as many people as you wish, "Company Course Administrator" rights, and we'll run through how to do this further down this article in the section titled "How to make someone else a "Company Course Administrator".
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.
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.
How to make someone else a "Company Course Administrator"
| 1) Once logged in as a 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 make a Company Course Administrator. 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 "Company Course Administrator". By clicking on this box (so that a tick is showing), you can make this person a Company Course Administrator. This means they can book and monitor courses online, for everyone in the firm. They will also be able to 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 update your staff's online details, 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 updating your staff's online details, please call our courses department on 01752 725702 who will be happy to help.
The SWATUK website enables you to amend your staff's online details, such as their email address, their login password, and their online rights (i.e. do you want to allow them to book their own courses, book courses for anyone in the firm, or not be able to book courses at all).
This is particularly useful for those firms in which a central department (such as an HR department) maintains control of the CPD for everyone in the firm.
In order to amend your staff's online details, you will first need to be logged in as a Company Course Administrator. (See Company Course Administrators below for more details).
|
Once logged in, hover over "My Account" and select "Manage Company Contacts". |
You will then be presented with a list of all your staff who have an online account. If you want to add a new staff member to this list, see our "how to add a new contact" guidance notes below.
Simply click the name of the staff member whose details you'd like to amend. You'll then be presented with that individual's online details (see below).
First Name, Last Name and Title
These fields allow you to update the individual's name.
Email
Use this field to notify SWATUK of an email address change
Password
Use this field should you wish to add/change the individual's password.
Date Employed
This field can be used to tell SWATUK when the individual started working for the firm.
Date Left
Use this field to notify us of when a member of staff has left your firm.
Branch
This specifies the branch of your firm at which the individual is based.
Company Course Administrator
By clicking in the tick box (so that a tick is showing) you will give this individual the ability to book themselves and any other member of staff onto courses and order products online. They will also be able to edit other staff's details (as you are doing now) and monitor course bookings for every member of staff.
Allow Contact to Book Own Courses
By clicking in the tick box (so that a tick is showing) you will give this individual the ability to book themselves onto courses and/or order products online. They will NOT be able to book any other member of staff onto courses, just themselves.
Once you've made the necessary changes, click to save your changes.
How to add a new contact
Should you need to add a new member of staff to your company contacts list, hover over "My Account" and select "Manage Company Contacts".
Underneath the "Company Contacts List" table, you will see a button. Click this button and you will be presented with a contact details table. Fill in the individual's details, as outlined in guidance outlined above, and click "Update" to save your new contact.
Company Course Administrators
A Company Course Administrator is an individual who can control all online bookings and administration for every member of staff in your firm. You can give as many people as you wish, "Company Course Administrator" rights, and we'll run through how to do this further down this article in the section titled "How to make someone else a "Company Course Administrator".
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.
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.
How to make someone else a "Company Course Administrator"
| 1) Once logged in as a 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 make a Company Course Administrator. 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 "Company Course Administrator". By clicking on this box (so that a tick is showing), you can make this person a Company Course Administrator. This means they can book and monitor courses online, for everyone in the firm. They will also be able to 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 update your staff's online details, 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 updating your staff's online details, please call our courses department on 01752 725702 who will be happy to help.