Corporate client coordinators

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Coordinators 

 

Coordinators are contact points for  Corporate Clients. A coordinator can login to a portal which allows them to see their students, any upcoming private training timetabled items, student expirations where applicable, request training, and also access any certificates issued to their students.

 

SET UP > CORPORATE CLIENTS

Select Corporate Client:

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See "COORDS" tab of Corporate Client profile screen. If the coordinator already exists as a student based on their name, email and DOB, it will suggest that profile as an option to link to. 


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