Licensed trainer profile

This article is for certification brands.

After you add a licensed trainer to Workshop Butler, you can manage information about them and their license in their profile.

How to access

Click on the Facilitators tab at the top menu -> choose a trainer.

if you see the list of training companies instead of trainers, click on the filter icon next to the Search field -> set the Licensee parameter to Trainer -> click Apply.

What's in there

A trainer profile contains the information you added when creating it, as well as the information a trainer adds by themselves.

1

Trainer's name

You add it when creating a profile.

2

Email address

You add it when creating a profile. This is the profile email where the trainer gets all WSB notifications: about attendees' actions (registrations and evaluations) and a license (renewal notifications). You can change this email address by clicking the Edit button. You can also set it as a login email by putting the checkmark next to "Set this flag if you want the trainer to use this email address to log into Workshop Butler". Trainers can change the profile email on their accounts as well.

3

Address

You add it when creating a profile. A trainer can also add it to their account.

4

Profile

This section contains the trainer's  bio and billing address. The trainer usually fills in these details by themselves. But you can manage their info (except for the billing address) too by clicking the Edit button after the profile is created.

5

Badges

As a certification brand coordinator, you can assign badges signifying trainer's achievements.

6

Licenses

You give the first license to a trainer when creating their profile. From this tab, you can edit licenses and delete them.

You can add more licenses using the dropdown menu next to the Edit button. 

7

Access to event types

Here you can give and revoke access to event types using sliders next to each type.

Available actions

You can manage the trainer's data using the Edit button. Trainers can also edit this information on their profiles.

You can limit the trainer's access to adding and managing events, as well as restore the access from the dropdown menu next to the Edit button.

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