Logins allow people to use CourseSales.com, with a username and password, logins also control permissions through roles and enable emails to be sent to and from those with logins. This instructional video includes steps to add logins, and link those logins to roles. Sending notification emails When you sign up a login that has an email, login and password you can send a notification email by selecting “Email this person their account details?
Continue ReadingIf you see a “blank” page when you try to login when you expect to be logged in to the administration portal there are two possible reasons: You are logged in as the public user You have not had a role assigned to your login or the role assigned to you does not have sufficient permissions You are logged in as the public user Perhaps you have been visiting the public pages, ie under https://<shortname>.
Continue ReadingRoles allow you to control who gets access to what when they log into CourseSales.com. Roles also allow you to add individuals to receive emails. For example to send a trainer an email he or she must have the role trainer and be linked to the course master or course date. This instructional video shows you how create a new role, add permissions to that role and then link the role to a login.
Continue ReadingHow can a person to receive a copy of an existing email? CourseSales.com uses the process rules to work out which roles to send emails to. This means that one rule can be used for many courses, and who receives each email can vary by course. Assuming a login exists for the person and they have an existing role you need to add the role to the process rule, then the login to the course master or course date.
Continue ReadingInside the CourseSales.com brain it thinks like this: Oh, Jane has selected the “Thanks for attending” process step, let’s look at the relevant Process Rule which tells us who to send the email to: Found it - we are meant to send it to the “Course Administrator” role and BCC the “Observer” role. Let’s now look at the course date for which logins should receive the email for this course
Continue ReadingWe'd love to walk you through CourseSales.com, free, no obligation, no hassle
Contact us Licensing Sign-up