General
How to Create Tasks to a Company in the SMS (Maximise)
Overview In this tutorial, we will show users how to add a task to a company. Step Tutorial 1. From the Dashboard, go to Companies, locate the company from the dropdown, then go to Tasks, then click the Add Task button. 2. Fill in the following ...
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 ...
How to Email Students using the Companies Portal
Overview The Companies feature of the SMS provide you with an option to allow your partner Companies (Employers, Host Employers, Agents, etc.) to have their own access to the SMS to allow them to view and manage enrolments related to their Company. ...
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 ...
How to Bulk Import Companies in the SMS
Overview In this tutorial, we will show users how to import companies in bulk. With this feature, you can add multiple Companies into the system quickly and efficiently, eliminating the need to manually create Companies individually. NOTE: This ...
How to Add an Enrolment When Logged in as a Company
Overview This tutorial will guide users through the step-by-step process of adding and enrolling students in the Company Portal while logged in. IMPORTANT: In the Company Settings, Allow Enrolments must be enabled to allow companies to add and enrol ...
Adding and Applying a Custom Theme
OVERVIEW In this tutorial, we will show users how to set up a Custom Theme in the LMS and the SMS. This custom theme will override the existing LMS theme of the students enrolled in your Companies. We will walk you through on how you can select the ...
Viewing Students Details from the Company Portal (Maximise)
Overview This tutorial will walk you through how to view Student details in the Company Portal, both as a parent/root level company or as a child company. The Students page allows you to see information regarding your students and their enrolments. ...
How to Add Companies as the Parent Company (Maximise)
Overview In this tutorial, we will show users how a parent/root company can have multiple child companies. We will walk you through how to add multiple companies within a parent company when logged in as the parent company. In the Companies tab, your ...
How to Add a Company within a Company in the SMS (Maximise)
Overview In this tutorial, we will show users how a parent/root company can have its child companies. In the Maximise version of the Company Portal, you can now add multiple companies within a company. These companies can also add their lower-level ...
How to Create and Generate Reports in the Company Portal (Maximise)
Overview This tutorial will will demonstrate how to create and generate Reports for Companies using the Company portal. This tutorial will be beneficial to understand what types of reports can be created when logged in as a user in the Company ...
How to Add Company Contacts in the SMS (Maximise)
Overview In this tutorial, we will show users how to add contacts in the Company Portal. In the SMS, you can now add multiple Company contacts. When a contact person is added, this creates their user access to the Company Portal. Steps Tutorial 1. Go ...
Storing Documents in the Company Portal (Maximise)
OVERVIEW In this tutorial, we will show users how to store any third party-related documents in the Company Portal. This feature allows both your organisation and your Companies to have a centralized repository of all documents relevant to your ...
How to Add Specific Programs Under a Company (Maximise)
Overview In this tutorial, we will demonstrate how to add specific programs for a company that will be available on their enrolment form. This feature makes it easier for your third-party client to showcase the courses they offer as a company. Step ...
Adding a Company in the SMS (Maximise)
OVERVIEW This tutorial will show users how to provide companies their own access to the 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 ...