Watch this video for a step-by-step tutorial of Account Management.
How to Get Started as an Individual User (your role: Account Admin)
- Under Your Orders, click Choose Start Date (yellow button) to activate your Access Passes.
- Under Users & Access Pass Management, click Assign (blue button) to give yourself an Access Pass for the curriculum and/or training you purchased. Select which passes you would like and click Assign Selected to confirm your choices.
How to Get Started as the Manager of a Group (your role: Account Admin)
- Under Your Orders, click Choose Start Date (yellow button) to activate your Access Passes.
- Under Users & Access Pass Management:
- Click Add User (green) to add one at a time, or Add Users via CSV for multiple.
- Click Assign (blue) to give users an Access Pass.
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Select which passes you would like to provide to the user.
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Click Assign Selected to confirm your choices.
- After you add them, Users and Admins will get an email invitation to register their account.
How to Reassign Access Passes
- To give a User access, click Assign Pass (blue button) next to their name.
- To reassign a pass:
- Click Remove.
- The pass will return to your pool of Available Access Passes. This user will no longer have access to the purchased product.
- You can then assign it to someone else.
Reminders
- Users cannot access the Account Management page.
- Only an Account Admin can assign Access Passes.
- You can add unlimited Users and Account Admins. However, they need to be assigned an Access Pass to access the Digital Curriculum or training.
- Account Admins only need an Access Pass if they are accessing the Digital Curriculum or training.
For additional information, review our FAQ page.
