How can we help?
🚀Getting started
- How do MSP licences work?The partner plan, licence packs, and why your licences never expire.
- Logging inWhere do my users log in?
- Setting up 2FA for your admin accountsHow to secure your admin accounts
- Setting up 2FA for your end user accountsHow to secure your end user accounts
- Your free trial, explained45 days, your whole team training free, and 10 licences waiting for you.
- Adding clients and learnersCreating client workspaces, allocating licences - and why your internal team is different.
🗓️Day-to-day
- How does Support work?The support process
- Tracking progress across all your clientsRoll-up views, the engagement health table, and how to spot a client whose team has stalled.
- Re-issuing an inviteWhen a learner missed the original email or the seven-day window expired - how to send another.
- Cancelling a pending inviteIf you invited the wrong person or someone left before accepting - how to cancel the invite without using a licence.
- The account owner and your admin teamOne owner per account, inviting and removing admins and transferring ownership.
- Deleting a learnerRemove someone from your team and free up their licence - only available before they've started training.
- Deleting a clientRemove a client entirely, including every learner on it - and what happens to used and unused licences.
📚Modules and assessment
- How the modules workThe shape of the programme, what each section covers, and how progress is tracked.
- Taking the assessmentHow the assessment works - 20 questions, 80% to pass, what happens between attempts.
- What happens if you fail the assessment?You can retake the assessment as many times as you need - here's how, and what to do in the meantime.
- Accessing your certificateWhere your certificate lives, how to download it as a PDF, and how to share its public verification link.
🎨Branding and customisation
💳Billing
- The partner planWhat $99/month includes, how the monthly licences accumulate, and how to manage it.
- Buying licence packsVolume bands on your cumulative total - and once you reach a band, you never leave it.
- Cancelling or closing your accountThe full timeline: nothing changes until period end, then a 30-day window to export or reactivate.
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