Companies (Starter)
How to Add Documents on Company's Documents Tab
Overview The Company Document Upload module enables administrators to securely upload, manage, and store company-related documents within individual company profiles. This feature offers benefits such as improved company data management, enhanced ...
How to Add Company Contacts in the SMS (Starter)
Overview In this tutorial, we will show users how to add company contacts. In the Starter version of the Company Portal, you can add multiple contacts to a company. When a contact person is added, they will be granted user access to the Company ...
How to Add Specific Programs Under a Company (Starter)
Overview In this tutorial, we will show you how to add specific programs for a company and make them available on their enrolment form. This feature allows your third-party clients to easily showcase the courses they offer. Step Tutorial IMPORTANT: ...
How to Add Tasks to a Company in the SMS (Starter)
Overview In this tutorial, we'll show users how to add and link a task to a company. This helps the assigned users easily identify who the task is related to. Step Tutorial 1. From the Dashboard, navigate to Companies, select the company from the ...
How to Add Company in the SMS (Starter)
Overview This tutorial will show users how to provide companies with their own access to the SMS. In the Starter version of the Company Portal, users can add their third-party clients as Employers. A company can also have multiple contacts. We will ...
How to Check Enrolments and Invoices under a Company (Starter)
Overview In this tutorial, we’ll show you how to check enrolments and invoices for your third-party clients. In the Company Portal, both your RTO and your company can view enrolments, monitor student progress, and check course completion. You can ...