How to Manage Teams
Private training is a process where a group of individuals within an organization are taught specific skills or knowledge to improve their collective performance. It focuses on enhancing collaboration, communication, and efficiency among team members. The goal is to align everyone’s abilities to achieve common objectives more effectively.
How to Add New Package?
- Log in to the Admin Panel.
- Navigate to the Private Training section from the left menu.
- Under Private Training, go to Manage Teams.
- Click the Add New option in the submenu or select the Add New Package button to open a new window.
- Fill in the Package Details:
- Title: Enter the package name in the Title field.
- Course Type: Choose between Public or Private courses using the dropdown menu.
- Package Course: Select the relevant course from the dropdown menu.
- Allocation: Input or select the allocation in the Allocation field.
- Estimated Price: Enter the estimated price of the package.
- Pricing Type: Select either Paid or Free in the Pricing Type field.
- Price: If Paid, specify the price in the Price section.
- Package Expiry: Choose the validity of the package as either Limited or Lifetime.
- If Limited, set the expiry date using the calendar tool.
- Confirm the date selection by clicking Apply or cancel it if needed.
- Click the Add Package button to save the new package.
How to Manage Packages?
- Log in to the Admin Panel.
- Navigate to Private Training from the left menu.
- Expand the sub-menu and select Manage Teams.
- From the sub-menu, click on All Packages.
- Use the Search Title field to enter the package title.
- Click the Search button to display the package.
- Click the Options button (three dots) next to the package to manage it.
- A new window will appear with the following options:
-
- Frontend View
- Edit
- Duplicate
- Make as Inactive
- Delete
How to Frontend View Package?
- Log in to the Admin Panel.
- From the left menu, select Private Training.
- Open the Manage Teams option in the sub-menu.
- Navigate to All Packages in the sub-menu.
- Click the Options button (three dots) next to the desired package.
- If you select Frontend View, a new window will appear with additional options.
How to Edit Team Package?
- Log in to the Admin Panel.
- From the left menu, select Private Training.
- Go to Manage Teams in the sub-menu.
- Click on All Packages in the sub-menu.
- Click the Options button (three dots) next to the desired package.
- Select Edit from the Options menu to open a new window.
- Fill out the package details as follows:
-
- Enter the package title in the Title field.
- Choose Public or Private from the Course Type dropdown.
- Select the desired course name from the Course dropdown.
- Enter the allocation amount in the Allocation field.
- Specify the price in the Estimated Price field.
- Choose the pricing type (Paid or Free) under Pricing Type.
- Enter a discount price in the Price field, if applicable.
- Select the package expiry type (Limited or Lifetime) in the Package Expiry section.
- If Limited, set the expiry date using the calendar.
- Upload a thumbnail by clicking Choose File in the Thumbnail section.
- List the package features in the Features field.
- Click Update to save the changes.
How to Create a Duplicate Package?
- Log in to the Admin Panel.
- From the left menu, select Private Training.
- Open Manage Teams from the sub-menu.
- Navigate to All Packages in the sub-menu.
- Click the Options button (three dots) next to the desired package.
- Select Duplicate from the Options menu to open a new window.
- Click the Confirm button to proceed. A new window will appear.
- Fill in the duplicate package details as follows:
-
- Enter the package title in the Title field.
- Choose Public or Private from the Course Type dropdown.
- Select the course name from the Course dropdown.
- Specify the allocation amount in the Allocation field.
- Enter the price in the Estimated Price field.
- Choose the pricing type (Paid or Free) under Pricing Type.
- If applicable, enter a discount price in the Price field.
- Select the package expiry type (Limited or Lifetime) under Package Expiry.
- For limited packages, set the expiry date using the calendar.
- Upload a thumbnail by clicking Choose File in the Thumbnail section.
- List the package features in the Features field.
- Click Update to save the new package.
How to Make An Inactive Training Packages?
- Log in to the Admin Panel.
- From the left menu, select Private Training.
- Open Manage Teams from the sub-menu.
- Navigate to All Packages in the sub-menu.
- Click the Options button (three dots) next to the desired package.
- Select Make as Inactive from the Options menu to open a confirmation window.
- Click the Confirm button to toggle the package status between Active and Inactive.
How to Delete Team Packages?
- Log in to the Admin Panel.
- From the left menu, select Private Training.
- Open Manage Teams from the sub-menu.
- Navigate to All Packages in the sub-menu.
- Click the Options button (three dots) next to the desired package.
- Select Delete from the Options menu to open a confirmation window.
- Click Confirm to permanently delete the package. Note that this action is irreversible.
How to find the purchase history and print the invoice?
- Log in to the Admin Panel.
- From the left menu, select Private Training.
- Navigate to Manage Teams in the sub-menu.
- Select Purchase History from the sub-menu.
- Click the Invoice button to open a new window.
- In the new window, click the Print button to print the invoice.
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