- Assigning Users to a BranchA user can belong to one branch at a time (or sit outside any branch at the top level). You can set this when you invite someone, or move them into a branch af…
- Branch admin roleThe branch admin manages one branch without touching other branches. This article covers what they can and can't do. Before you start You need to be nominated …
- Branch analyticsAnalytics scoped to one branch let branch admins measure their own book of business. This article covers reading it. Before you start You need the Admin role o…
- Branch Limits: What Your Package Allows and What Happens at the CapHow many branches you can create is tied to your subscription package, not to anything you configure yourself. Entry-level packages are deliberately restrictiv…
- Branch signup keysSignup keys let external learners register into a specific branch without a manual invite. This article covers configuring one. Before you start You need the A…
- Configure branch brandingEach branch can override the tenant's branding with its own logo, colours and email header. This article covers doing it. Before you start You need the Admin o…
- Create a Branch (sub-portal)A branch is a sub-portal with its own users, courses and branding. Use it when you sell training to multiple client organisations from one install. Before you …
- Creating a Branch and Nested Sub-BranchesSetting up a branch takes under a minute once you know whether it's a top-level branch or a sub-branch nested inside an existing one. This walks through both. …
- Giving a Branch Its Own Payment GatewayLarger tenants sometimes run separate business units under different branches, each needing to settle payments into a different Stripe or Billplz account. Per-…
- Per-branch payment overrideEach branch can use its own payment provider. This article covers the override. Before you start You need the Admin role and the branchPaymentSplit feature ena…
- What Are Branches, and When Should You Use Them?A branch divides your portal into separate groups of people — think Sales versus Support, or a dedicated sub-portal for each client — without splitting up your…
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