How do I set up instructors for on-site events and what can they view?

An instructor is simply a customer account with additional permissions to view and update customer progress and course rosters.

Once an instructor is created you can assign the instructor to specific events (product prices).
To assign an instructor, go to /Storefront/Manage Products and locate the product. Then edit the specific product price for that event.
In the Instructor field, select the instructor for the event.

To learn more about creating an instructor - please review the online help here

Upon login the Instructor will have access to an Instructor View icon which will display the events assigned.


Your instructors can download course rosters and mark students as completed (along with a score and completion date).
The course roster includes each students email address to allow the instructor to send out additional information such as pre-work, assessments prior or following the event.



If the event the Instructor is assigned to has an "Upload module" associated with it - the Instructor can also review any uploaded files and provide feedback to the student.

The Instructor will also have access to the Completion Report for those students.

If the instructor has been set up with permission to schedule new events they will also see a Schedule Training button. Clicking this button allows the instructor to create a new event that will immediately be available for purchase.