Versions Compared


  • This line was added.
  • This line was removed.
  • Formatting was changed.

Live Search
additionalpage excerpt
placeholderSearch for a solution


Image Removed

In this area you can find links to information regarding the Administration area of your accessplanit platform.

If you can't find what you're looking for here, you can log into our Support Portal, and contact one of our Support team members who will be happy to assist. 

Account Finance Options

This section allows you to define your invoice settings, available payment methods, and payment gateway settings.

Account Groups

This section gives you control over the company group structure in your platform. You can create, delete, rename, and restructure the nesting of your groups.

Additional Requirements

Within the Additional Requirements, you can create the possible additional needs of users attending your course, including dietary requirements and disabilities.


The Awards section lets you create, edit, and update Awards. Within this section you can add new Awards, select Award categories, set up Award exclusivity and allocate specific Awards to Job Roles. 


A Broadcast is a way of updating your user-base with information updates, without having to rely on email. Broadcasts are viewed either via a Dashboard Gadget, or via the Learner Portal.


This section is used to create and maintain Categories. The main use of Categories is to group different Courses together. This can be used so that any website integration can filter all Courses in a specific Category together. 

Creating Recurring Courses Overview

This section is for scheduling Class or Web courses that re-occur on specific days. Courses can be set to occur Daily, Weekly, Monthly, or Annually.

Custom List Items

Custom List Items are used to replace standard text on the platform with text of your choice.


This section is for creating Dashboards that can be applied to multiple users at once.

Delegate Status Reasons

Delegate Status Reasons are configured in this section.  Delegate Status Reasons are completely free text, and each status can be mapped against a specific candidate status.


Discounts allow you to add Discount Codes to the platform to provide to customers or to be applied automatically.

Document Templates

Document Templates is where all Certificates, Manuals, and any other documentation that a course uses is stored. 

eCampaign Types

The eCampaign Types area is used to manage and keep track of the different types of eCampaigns available on your platform.

eLearning Packages

eLearning Package Maintenance is where all eLearning material is uploaded to the accessplanit platform.  

Email Logs

Email Logs is a simple Datagrid that tracks every email sent from the accessplanit platform. You can also resend emails from here.

Email Templates

Email Templates are free text templates which can be used as the contents for Workflow emails and eCampaigns.

Imports Overview

Imports are used to upload information regarding courses, users, resources, awards, opportunities and accounts stored in excel spreadsheets onto your platform.


Industries are used to group Accounts together for reporting and website integration purposes.

Job Roles

In this area, you can create and manage new Job Roles which can be assigned to users within your platform.

Knowledge Document Packages

The Knowledge Document Package area allows you to upload and manage your Knowledge Documents.

Manager Access

The Manager Access area allows you to assign users with Customer Manager permissions over specific Accounts.

Password Policy

The Password Policy allows you to configure the policy for the passwords on your platform for user accounts.

Price Schemes

Price Schemes allow you to set specific prices for specific Accounts, Account Groups, or User Types (Job Roles). 

Resource Types

The Resource Types area allows you to define the different types of resources you use within your platform.

Shopping Basket Options

In this area, you can configure and customise your Shopping Basket by changing its colours, fonts, and text to be displayed

SMS Logs

The SMS Logs store information regarding text messages that your platform sends out to users.

Skills Profiles

Skills Profiles are used to group awards which may be used which may be used to measure a user's compliance for a specific job or qualification. Here, you can create or edit Skills Profiles within your platform. 


In the Surveys area, you can create and manage surveys that are to be distributed to trainers and delegates who attend your courses.

Text Templates

Text Templates are an alternative way of storing free text elements that are to be distributed by Workflow emails. They can be used to store email bodies, as well as subjects and signatures.

Workflow Templates

Workflows are used to automate communications to users of the platform. Within the Workflow Templates area, you can manage your existing Workflows and edit their settings and actions.