How to Add a Company in the SMS (Maximise)

How to Add a Company in the SMS (Maximise)

OVERVIEW

This tutorial will show users how to provide third party clients their access to your SMS. In the Maximise version of the Company Portal, users can select the Company type which can be an employer, an agent and the like. A parent company can also have multiple child companies. These child companies will have the same permission settings as the parent company where they can add another company or contacts if settings are enabled. We will also walk you through on how you can control what they can see and have access to in the Company Portal. This addition in the SMS platform empowers your companies with up-to-date visibility on where everything is at with their training.

STEP TUTORIAL

  1. To add a company in the SMS, go to Companies and click Add.



  2. Toggle to show your Companies their Student Schedules when they login. This is a field that can be set both on your end and on theirs.
  3. Identify the Company Type from the drop-down menu.
    1. Different types of Company will add or remove specific fields that are appropriate for that company type. 



  4. Type in the Company Name. Company name must be 5 or more characters.
  5. Enter the Trading Name if applicable.
  6. Enter the ACN (Australian Company Number). 
  7. Enter the ABN (Australian Business Number).
  8. Enter the Address details.
  9. Type in the Main Contact Email address.
  10. Enter the Billing Email address.
  11. Enter the Billing Contact Name.
  12. Enter the Billing Contact Phone No.
  13. Used for populating the related field in the NSW Training Plan only. The Regulated Trades - Direct Superior Name is the name of the person who directly supervises the student in their regulated trade role. 
  14. If applicable, enter Lic No. The Lic Number is an identification number proving that the organisation holds the proper license to conduct training in a regulated area. 
  15. Enter the Supervisor Name.
  16. Enter the Supervisor Contact Phone No.
  17. If applicable, select a Custom Theme. If a Program Instance is set and custom theme is set at Company level, the Program Instance Custom theme will be used.
  18. Determine whether to Show All Programs on Enrolment Form. Select No if you'd like to limit their view to the courses where they need to enrol their students. Otherwise, select Yes to allow them to access all your available courses.
  19. Identify whether to Allow Enrolments. If selected Yes, your third-party company can enrol new students.
  20. Toggle to Yes to Allow Adding of Contacts. If set to Yes, your Companies can add their people as contacts. Otherwise, you may opt to disable.
  21. Toggle to Yes to Allow Adding of Companies. If disabled, the Company will not be able to add their child companies independently. As the RTO, you can still add child companies on the company's behalf.
  22. Determine whether the company can edit their details on their end. If disabled, their details will be greyed out and they won't be able to update their Company information.
  23. Allow Email Students - When enabled, allows Company Contact(s) to send an email to the student via Students Page > Enrolments Tab > Action Button

    Sample Screenshot of the Action Button in the Student's enrolment tab


  24. External Calendar Settings - Select from the dropdown list:
    1. Standard – Will display events that are set to be shown in the External Course Calendar
    2. Extended – Will display all events associated to this Company.
  25. Scroll up and click Save.
For steps 2 to 24, refer to the image below:


Congratulations on completing this tutorial. We hope this has been helpful to you and your organisation. For any questions or concerns regarding this function, please reach out to us via email at support@eskilled.com.au

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