How to Create a Training Provider Partner in Companies
Overview
Training provider partners is a Company entity that collaborates with training organisations or government agency to deliver training.
The role of training provider partners is crucial in facilitating workforce development, improving skills and equipping students with the necessary knowledge and qualifications.
This tutorial will show you how to set up a Company with Training provider type and the different functions in the SMS that your Training provider partner can access in their own SMS portal.
NOTE: Creating a Training Provider Partner Company is available in Enhanced Companies under SMS Performance and Compliance Plus plans. If you would like to use this functionality, please contact our Support team. 
Step Tutorial
1. From the sidebar menu, go to Companies then click Add.
2. In the Company Type, select "Training Provider Partner".
IMPORTANT:
- If a Company has the type "Training Provider Partner," and the Company Extended module is enabled, the Trainer contact type becomes visible for Company Contacts. When a Company Contact logs in, and they are designated as Trainer, they will be logged in exactly as if they were an internal user with a Trainer role in the system.
- The Company Extended is only available for Performance and Compliance Plus Package subscribers. To upgrade your plan and access this feature, please contact our Support team.
3. Complete all the fields in the General Information section.
4. In the Company Permissions section, enable the permissions needed for the company. Refer to the information below for description of the settings.
| Permission | Description | Reminders |
| Show All Programs on Enrolment Form | When toggled to "YES" all programs are visible and shown in the Enrolment form. When turned off, only selected programs will be visible. | |
| Allow Enrolments | When toggled to "YES", Company Contacts can enrol students in the programs where a Trainer Contact type is added as a Trainer for that Program | |
| Allow Adding of Contacts | When toggled to "YES", Company can add new Contacts and provide portal access to users they have specified. | |
Allow Adding of Companies | When toggled to "YES", Company can add new Companies. | |
| Allow Company to Edit their Details | When toggled to "YES",
Company can edit their information in the Details tab of their Company. | |
| Allow Email Students | When toggled to "YES", Company contact can email students | This field is only available when the Companies Extended feature is enabled. Contacts can only send emails to students that are associated with their Company. |
| Allow Add and Edit Groups/Schedules | When toggled to "YES", Company contacts can add or edit group/schedules | This field is only available when the Companies Extended feature is enabled, and the Company type is set to Training Provider Partner. |
External Calendar Settings | Select between Standard or Extended | |
Allow Feedback and Complaint | When toggled to "YES", Company can send feedback and complaint | |
Allow Company to View Complaints Status | When toggled to "YES", Company can view complaints status | |
Allow Company to View Feedback Status | When toggled to "YES", Company can view feedback status |
4. Create company contacts. Creating these contacts allows them to login to the Company portal.
You can follow this tutorial for detailed instructions: How to Add Company Contacts in the SMS
NOTE: The first three Contact types have Company portal access similar to a System Admin. Trainer Contact type has a portal access similar to a System Trainer. Trainer contact type is only available when the Company type is set to "Training Provider Partner".
5. Similar to how other companies can do in the system, Training Provider Partner can also:
- Add related companies. These Companies will be considered child company of the Training Provider Partner and will have the same access permission as they do. Parent companies can view information of their child Companies.
- Add Documents.
- Update or Add new Trainer Matrix.
Please refer to the Help Centre for other tutorials on Companies Extended to learn more on the different functions available for companies.
And that’s how to create a training provider partner in companies in the SMS!
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 the contact support via email.