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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.
|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.|
Adding Contact as a ProviderSimply edit the Contact and scroll down to section Partner, select
To 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.
A provider can have multiple representatives.