A Partner Group is a cohort whose course progress, completions, and other details can be monitored by a Partner Manager. Additionally, Partner Managers with the configured permissions can manage enrollments and course access for the cohort. 

Creating a new Partner Group

Follow the steps below to create a new Partner Group: 

  1. Select Users>Groups from the main menu.

  2. Click the Create Group button to open the drawer on the right side of the screen.

  3. Enter a title and an optional description for the new group.

  4. The Active toggle should be turned on by default. 

  5. Select Partner Group as the Group Type.

  6. Using the toggles, select whether or not Partner Managers can manage credits and users.



  7. When finished, click the Save button. 

Next, you'll add a user or users to the newly created partner group. 

Adding users to a group

Follow the steps below to add users to the new partner group: 

  1. Select Users>Groups from the main menu.

  2. Select the group to which you wish to add users from the list. Then, click the Users tab.

  3. Click the Create User button to open the drawer on the right of the screen.

  4. Enter the email addresses of the users you want to add in the Email(s) field. You can enter up to 1,000 email addresses, each on a separate line. 

  5. Assign a credit to the new users. 

  6. Enter an optional expiration date or order ID. 

  7. Click the Save button.

Alternatively, users can be added to a group using the steps below: 

  1. Select Users from the main menu.

  2. Locate the user or users you wish to assign to a group using the available Search or filter options.

  3. Select the user or users using the checkboxes to the left of each user. 

  4. Select Assign Groups from the drop-down menu located above the Last Login column. 

  5. In the Search field, begin typing the name of the group to which you want to assign the users.

  6. Select the desired group from the list of results. 

  7. Click the Save button.

Now that users have been assigned to the Partner Group, you can assign one of the users to be a Partner Manager. This will give the user the ability to see the course progress and completion data for all members of the group. 

Assigning a user Partner Manager rights

Follow the steps below to make a user a Partner Manager: 

  1. Select Users>Users from the main menu.

  2. Locate the user using the available Search or filter options. 

  3. Click the user from the results to see their details.

  4. Select Permission Groups from the drawer on the right of the screen.

  5. Find the group for which you wish to make the user a Partner Manager.
     
  6. Under the Partner column, click the shield icon. Then, confirm by clicking the Make Partner Admin button. 


Once a user is made a Partner Admin, they can access reports for their group by clicking the Partner link on the main menu in the student portal (e.g. https://yourdomain.acadio.com).

IMPORTANT: After being assigned Partner Manager permissions, the user must reauthenticate by logging out of the student portal and then logging back in. Failure to reauthenticate may prevent the partner group data from loading.  

Assigning Credits to a Partner Group

In order for a Partner Manager to be able to issue, transfer, or remove credits from students in the cohort, credits must first be assigned to that partner group. 

Follow the steps below to assign credits to a partner group: 

  1. Select Users>Groups from the main menu. 

  2. Select the group to which you wish to assign credits from the list.

  3. On the next screen, select the Credits tab. 



  4. Click Add Credit to assign an existing credit to the partner group. 

  5. After adding the credit, set the total quantity. For example, if the partner purchased 30 licenses, enter 30 in the Qty field. As credits are assigned to students in the cohort, they are deducted from the quantity and added to the quantity used (Qty Used).

  6. Set an optional expiration date (Exp. Date) for the credit.

Managing Credits for Partner Groups 

Partner managers with the configured permissions can manage enrollment and credits from the Partner dashboard. The Partner dashboard is accessible via the student portal by clicking Partner on the main menu.

Follow the steps below to assign or transfer a credit to students in the partner group: 

  1. Log in to the student portal and select Partner from the main menu. 

  2. Select a user from the list of students under the Students tab. 

  3. After selecting a student, click the Credits tab. 

  4. To assign a credit, click the Assign Credit button. To transfer a credit, click the three dots next to the Active indicator and then select Transfer. To remove a credit, click the three dots and select Deactivate. 

IMPORTANT: Credits can only be transferred once. Once transferred, the credit becomes ineligible for transfer again.