Getting Started (Admin Users)

Getting Started (Admin Users)

Our online training courses are delivered, managed and taken online using our Learning Management System (LMS).


Logging In

After purchasing and paying for your online training courses, you will receive an email with instructions to access your account, which includes a link to the LMS. You can also log into the LMS using the login button at the top of our website.

Quick Tour of the Dashboard


The Dashboard is the first screen you will see and your primary navigation screen.

  1. Courses - Access your own online training courses.

  2. Manage Organisation - Add single or multiple users, delete users, update login credentials such as email addresses and temporary passwords, send login details, change or add more admins and check if users have logged in.

  3. Manage Training – Set up and send manual/automated course invites and reminders, view and send learners' certificates, check the status of a user's training, monitor and purchase more credits, transfer credits between courses, view and send Excel user training status reports, control access to specific courses, make bulk changes to passwords, delete multiple users and reset courses for users to retake. 

  4. Billing – View your organisation’s invoices, invoice payment statuses and a summary of purchased training courses.

  5. Certificates - Access your completed course certificates (they will appear after you have completed and passed a course).

  6. Email Preferences - Amend your email preferences.

  7. Account - Update your personal details, password and your organisation's address.

Ensure Course Access is Enabled

Access to Standard Courses 

By default, all users will be able to access standard courses, this is because on the Manage Training screen, the Allow Anyone to Use Credits checkbox is ticked. 
  1. You will need to ensure the correct course is displayed in the Course drop-down box.

  2. To disable access, tick the checkbox next to the user's name in the Disable Access column.
Access to Advanced Courses (such as Food Hygiene Level 3 and Designated Safeguarding Lead)
  1. The Allow Anyone to Use Credits checkbox is unticked by default and course access is disabled for all staff. You can then enable access for specific individuals. This ensures that only a select group of individuals with certain roles or responsibilities can access these courses. 

    1. To enable access to users, tick the relevant user's checkbox in the Enable Access column.
Before Adding Users, We Recommend you Set up Automatic Course Invites and Reminders
  1. On the Manage Training screen, ensure the correct course is displayed in the Course drop-down box.

  2. Ensure that the Automatic Reminders checkbox is ticked.

  3. Users will then receive an invitation to take a course approximately one hour after they are added or enabled. The system will send two further reminder emails to users if they haven't started the course and send training renewal reminders when your current users' course certificates are about to expire. These are the default settings.

To Add New Users
  1. On the Manage Organisation screen, click the Add Users button.

  2. Enter the user's first and last name, including an email address. The system will use this email address to send automated invites and reminders. If no email is added, the system will populate this field with your admin email.

  3. Click on the Add Users button.
     
  4. You will receive a confirmation email with all the new users' login details.

  5. You can also add users in bulk by clicking on the Bulk Add button, cutting and pasting users from a spreadsheet into the provided box and then clicking  the Add Users button.   

Granting Admin Access Rights to Additional Users 

As the first user, you will be assigned admin rights to manage your training courses but you can grant admin rights to other users.


  1. On the Manage Organisation screen, tick the checkbox in the Admin column next to the user you want to grant admin rights to.

Reviewing Training Progress 

On the Manage Training screen, you will see a table displaying the status of each user's training progress. To ensure you see all users, in the View drop-down box select View All Users. Ensure the correct course is selected in the Course drop-down box.

  1. First and Last Name and Email - Information pulled through from the Manage Organisation screen.

  2. Started On/Passed On: The date when a user started/passed the course.

  3. Expires On: Shows the date the user's course certificate expires.

  4. Result: Shows the user's percentage score on the final assessment.

  5. Certificate: Click on the certificate icon to view or print a user's certificate (available only after a user passes and completes a course).

  6. Refresh On: The date when a user needs to take refresher courses. This is only available for customers that have a bespoke training licence.

  7. Automatic Invite/Reminders: If you see a grey/red/yellow circle with a 1, 2 or 3, this indicates that automatic invites and reminders have been sent (hover over the number to see more information).

  8. You may want to select users for particular actions, tick the relevant user's checkbox in the first column (next to First Name) and choose an action from the More Actions drop-down box.

Training Reports 

You can view a range of onscreen training reports and also send an Excel spreadsheet to your inbox. 
  1. To view a list of standard reports, on the Manage Training screen, select the desired report from the View drop-down box. 

  2. To send an Excel report matching the onscreen report, select Email the currently selected course report from the More Actions drop-down box and click the Go button.

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