Overview
Providers are training subsidiaries you work with who provide:
- Training locations
- Training courses
- and Run events
Each Provider has their own Provider Interface where they can login to see and manage their offerings.
Fields
| Fields | Description |
|---|---|
| Name | Name of the provider. |
| URL | Webpage URL of the provider. |
| Description | A description of the provider. |
| Cancellation Policy | A principle of action for cancellations. |
| Default Class Start Time | The class start time if course creator does not set a different start time. |
| Logo | An image representing the course. The image file is selected with the Static File Manager. |
| Notes | Any notes about the provider that the admin may wish to add. |
| Address | An address of the provider. |
| Avalara Company Code | A company code used to identify itself with AvaTax. Note: Enter "Not Applicable" if this provider's purchases are non-taxable. |
| URL path | A few words that describe this entity. Leave blank to auto generate. |
| Visible To | Select visibility of the provider. |
| Payment Options | Payment options: Credit Card, Purchase Order or both. |
Actions
Adding Contact as a Provider
Simply edit the Contact and scroll down to section Partner, selectTo add a contact as a provider:
- Log in as an Administrator
- Navigate to Customers > Contacts
- A list of all contacts will be shown. Click on the edit icon
- Scroll down to Partner section
- Select a provider from for field Provider. This makes the contact a representative of the Provider.
| Info |
|---|
A provider can have multiple representatives. |
| Panel | |
|---|---|
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