• How to assign courses to my colleagues

  Start by logging in to your Administrator account from the Homepage by selecting "Log in" How to login and access the company dashboard Select "My Business Courses" from the menu on the left of the screen Your CPD package will be listed on the screen and the number of licences you have as your "No of Users" ![](https://storage.crisp.chat/users/helpdesk/weFew readers

• How can I view my colleagues' CPD History?

  Start by logging in to your Administrator account from the Homepage by selecting "Log in" How to login and access the company dashboard Type in your user details and press "submit" to be directed to your "dashboard" Select the black dropdown arrow at the top right of the screen Select "Company Dashboard" from the dropdown menu Select "My Users" from the menuFew readers

• Adding users to your firms account

  First ensure your are signed into the practice managers account. Then add a Solicitor to your Firm Account From ‘My Dashboard’ Click on ‘My Users’, to list users attached to your firm account Then click create a user ![](https://storage.crisp.chat/users/helpdesk/website/4b252feef9ad900Few readers

• I am a Firm Administrator, how can I find my Company Dashboard ?

  Start by logging in to your Administrator account from the Homepage by selecting "Log in" Type in your user details and press "submit" to be directed to your "dashboard" Click on the black dropdown arrow on the top right of your screen ![](https://storage.crisp.chat/users/helpdesk/website/4b252feef9ad9000Few readers

• As the Firm Administrator, how can I add new users to the firm account ?

  Start by logging in to your Administrator account from the Homepage by selecting "Log in" How to login and access the company dashboard Select "My Users" from the menu A list of current firm account users will be displayed You can add your new starterFew readers

• As the Firm Administrator, how can I check if a firm user has the package on their account ?

  Start by logging in to your Administrator account from the Homepage by selecting "Log in" How to login and access the company dashboard Select "My Business Courses" from the menu on the left of the screen Click on the "view" button ![](https://storFew readers

• How can I view my colleagues' CPD Summary?

  Start by logging in to your Administrator account from the Homepage by selecting "Log in" How to login and access the company dashboard Select "My Users" from the menu Search for your colleague on your User listing and click on the "Summary" button alongside their email address. ![](https://storage.crisp.chat/users/helpdesk/website/4b252feef9ad9000/user-listing-sFew readers

• Navigating the Firm Administrator Dashboard

  Navigating the Firm Administrator Dashboard: Once you have logged into your Administrator account from the Homepage by selecting "Log in" How to login and access the company dashboard You will be directed to the Firm's Reporting Dashboard displayed below ![Report Statistics](https://storage.crisp.chat/users/helpdesk/website/4b252feeFew readers

• How can I view my colleagues' Training Plans ?

  Start by logging in to your Administrator account from the Homepage by selecting "Log in" How to login and access the company dashboard Select "My Users" from the menu Search for your colleague on your User listing and click on the "Training Plan" button alongside their email address. ![](https://storage.crisp.chat/users/helpdesk/website/4b252feef9ad9000/colleague-uFew readers

• How to change your colleague's account details

  One of your colleagues may need to change their email address on their account, their surname or they may ask if you can change their password for them. It is possible for you to do all of this from within your account. Start by logging in to your Administrator account from the Homepage by selecting "Log in" How to login and access the company dashboard Select "My Users" from the menu ![](https://storage.crisp.chat/users/helpdesk/website/4b252feef9ad9000/my-Few readers

• How can the Firm Administrator get in touch with account users?

  As the Firm Administrator you may need to get in contact with your account users to inform them of courses that they may find useful (e.g Regulatory Course materials). Once you have logged in you can select the messaging option below on your shortcuts menu. You will see your Inbox displayed. You may have messages or enquiries from your firm users here as they can messageFew readers