The coordinator portal

The coordinator portal is for Coordinators who arrange training on behalf of a company — booking places for their staff and keeping track of who is enrolled. It brings a company's bookings, enrolments and people together in one place.

Setting your password first

The very first time you open the coordinator portal you'll be asked to set a password before you can go any further. This keeps your company's booking information secure.

1. Sign in using the link in your invitation.

2. When the set your password screen appears, choose and confirm a password.

3. Select Submit to continue into the portal.

You must complete this step to use the portal — the only other option on that screen is to log out. Once your password is set you won't be asked again.

📷 Screenshot to be added: the mandatory set-password screen shown on first sign-in.

Choosing your company

If you coordinate for more than one company, you'll be asked to Select Your Company after signing in. If you're not yet linked to any company, you'll see a No Companies screen where you can view the status of any join requests.

What coordinators can do

Once you're in, you can:

• View your company Dashboard for an overview.

• Manage Group Bookings — the bookings you've made for yourself and others.

• Work with your company's Bookings, including the Enrolments, Classes and Class Requests attached to each one.

• Request a new class where your organisation supports it.

• Manage your company's People, including inviting and approving other Coordinators.

• Maintain your company's Locations.

Adding other coordinators

1. Open People for your company.

2. Invite a colleague, or review any Pending Join Requests and Pending Invitations.

Each new Coordinator sets their own password the first time they sign in, just as you did.