Buy for a Team

Overview

This article guides Training Managers through adding team members to the Skillable Marketplace and assigning purchased training seats.

Access requirements:

• Role: Training Manager (PowerUser)

• Menu: Admin menu

Note

Settings > Background jobs are not required for this process and may appear empty.

Add Team Members to the Marketplace

When adding users to the Skillable Marketplace, you can import users via CSV file or add them manually. Use the CSV import option when adding many users at once or if you prefer working in Excel. Add users manually when you’re only adding a few users or if you prefer manual data entry.

1. Log in to the Skillable Marketplace.

2. In the top-right corner, open the Admin menu () and select E-Learning > Users.

3. Import users or add users manually.

Import Users (CSV)

1. Click the File icon and select Import and Manage.

2. Download the Sample CSV to review the required format.

3. Populate the required fields.

4. Upload the completed CSV file.

Add Users Manually

1. Click the Plus (+) icon and select New Users.

   The User Creation Wizard opens.

2. Fill in the General Information details:

   1. Email Address: Enter the user’s email address.

   2. Email Validation Status:

      1. Select Unverified to send the user a verification email, or

      2. Select Verified to verify the email during user setup (no user action required).

   3. First Name and Last Name: Enter the user’s first and last name.

   4. Password: Enter a password. If the password is temporary, toggle on Force users to change their password at first login. Otherwise, leave the toggle off.

   5. User Status (recommended settings):

      1. Leave Expiration blank unless the user account should expire on a specified date.

      2. Ensure Activate user at the end of the creation process and Send “User has been created (by administrator) notification are toggled on.

   6. Preferred Language: Select the user’s preferred language.

3. After filling in the general information details, click Next.

4. In the Branches section, accept all the default settings. The correct branch is automatically assigned.

5. Click Next.

6. Fill in the Additional Fields details:

   1. Company Name: Enter the company name.

   2. Job Title: Enter the user’s job title.

   3. Are you purchasing on behalf of a team: Select No.

      Note

      The Training Manager is the only user who should have this option enabled. Users created by the Training Manager will receive trainings purchased on their behalf.

7. After filling in the additional details, click Next.

8. In the Team Members section, accept all the default settings.

9. Click Create User.

   After the user is created, they’ll receive an email confirming their registration in Skillable Marketplace.

Assign Purchased Training to Team Members

After purchasing a course from the Skillable Marketplace, enroll users in the course:

1. Log in to the Skillable Marketplace.

2. In the top-right corner, open the Admin menu () and select E-Learning > Course Management.

3. Locate the purchased course using search or filters.

4. Review the SEATS column to confirm available seats.

5. In the far right column, click the ellipsis (…) and then select Enroll Users.

6. Under Users, select the team members to enroll in the course.

7. Click Next.

8. In the Additional Information section, accept the default settings and click Confirm.

   The selected users are now enrolled. The SEATS count decreases, and ENROLLMENTS increases accordingly.

Purchase Additional Seats

If you need to purchase more seats:

1. Log in to the Skillable Marketplace and navigate to the course catalog.

2. Locate the course.

3. Complete another purchase.

4. Assign purchased training to team members to assign the new seats.

You’re all set! Your team members now have access to their assigned training.