How to add a trainer

This article is for certification brands and training companies.

A trainer is a person who runs events for your company or brand. You need to add them to the system so that they can create events or so that you can assign them to the events you have created by yourself.

For each trainer, Workshop Butler creates a separate account. It allows them to work with different brands, companies, and other trainers, keeping just one account. 

There is some difference between adding a new trainer for a training company and a certification brand.

For a training company

1

Open the list of Trainers from the top menu and click the Add trainer button:

2

Enter the name or email address of the trainer (we recommend an email address) to check if the trainer already has an account in Workshop Butler. It's possible that they have already been added by another organisation: 

3

If not, or you wish to add a new trainer, click the Create New Person button and add their personal data

4

Define your relationships with the trainer: Employee or External trainer. For an employee, you'll have full control over their profile. An employee is not able to manage events or add attendees. An external trainer has much more freedom. They are capable of adding events outside your company, they can edit events, etc. (Note: we will change the rights of employees in the future as our clients find it uncomfortable with such strict limitations.) 

Important note: It's possible to change the trainer's status from External Trainer to Employee or vice versa after you have already created an account. You should contact our support team for this.

5

Select categories to which the trainer will have access. This selection allows you to group trainers by their skills. This way, you won't be able to add a trainer to an event of the Facilitation category if this trainer does not have the skills to teach facilitation.

Important note: you will be able to change access to categories for a trainer even after creating an account. Read this article to learn how to do it.

After adding a new trainer, Workshop Butler notifies the trainer about the account you have created. In the last step, you will be able to edit the message that's to be sent to the newly added trainer.

For a certification brand

1

Click on the icon on the right side of the top menu

2

Enter the name or email address of the trainer (we recommend an email address) to check if the trainer already has an account in Workshop Butler. It's possible that they have already been added by another organisation: 

3

If not, or you wish to add a new trainer, click the Create new person button, add their personal data, then click Next Step:

4

Add a billing address > Click on the Next step button

Now, you will see that the field of the Brand that you represent has already been filled in.

5

Select the License Type > Select the License Version (if there is more than one license version per brand) > Select the term for which the license is valid – from start to expiry > Select the currency and fill in the payable amount per term > Select Next step

You now have a new trainer added. They can update the profile information, according to their preference.

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