We’re excited to announce the release of the newly updated Corporate Portal.
Rebuilt from the ground up, this version introduces powerful new features designed to make managing education and subscriptions easier than ever. With enhanced functionality like sortable and filterable reports, bulk participant registration with CE requests, and streamlined subscription purchases, the new Corporate Portal delivers a faster, smarter experience for corporate users.
Account & Reports Tab
The design of the Account page has been changed to give a more personal feel for the user. The reports have search and filter capabilities giving the user more flexibility before downloading reports.
Course Schedule
The Corporate Course schedule has been redesigned to mirror the main website course schedule, with some additional filters for coupon codes and specific designation courses. Education Mangers can now register participants and request CE in bulk without issue or delay.
Corporate Events
The Corporate Events tab now populates event codes for Corporate In-House events and allows the Education Manger to upload a list of participants for registration.
Subscriptions
Along with the ability to purchase registrations in bulk, Education Managers will now be able to buy Subscriptions in bulk for their participants. The participant selection list shows who has subscriptions and when they end.
Membership Dues
Education Manager can pay Dues for participants in bulk or download invoices for participant dues.
Transactions
Education Mangers can view, download and pay outstanding invoices, and can view and download receipts for paid invoices.
Upcoming Enhancements
- Ability to add/remove participants from Account
- New Designee Alerts
- Easier navigation for CE requests
