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Coachview Knowledge Base

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Portal Management

How do I manage the users/accounts of the education portal from Coachview?

How do I do it? The 'Administration' and 'Training Portal' function groups allow you to add new users, edit a user or delete one or more users. Do you miss this function? Please contact our helpdesk. Click on the function to open the search screen. This list shows how many ...

How do I manage the types of training and courses shown on the portal?

Introduction. On the 'Offer' page on your education portal, your customers can see which courses you offer. This page is open to everyone, so you only want to show your open offer on it. The menu consists of 2 levels: The highest level is the course definition Under each category ...

Showing clients / participants a personal offer with target groups

Introduction. Ervaren Expert Why? On the education portal you may want to show participants on the basis of criteria such as function, department, company or person a specific offer for further development. Or you have made agreements with customers about which courses they are allowed to att...

Edit a registration form from your education portal: Introduction

Introduction Navigate to the registration page of your education portal, this can usually be found at https://[customer name].opleidingsportaal.nl/enroll. Log in with your management account, open the edit mode and click on the pencil above the registration form to edit the registration form. ...

Edit the registration form of your training portal: 'settings' tab

Settings On this tab you will find the general settings of the registration form. Below an enumeration. CSS class: To be used if you want to style the registration form independently of the rest of the education portal. Enter the name of the CSS class with the desired layout of the portal. Ti...

Edit the registration form of your education portal: 'form' tab

Introduction On the tab form you build the actual registration form. You determine which data is requested and in which fields in Coachview the entered data will be saved. You can use different types of fields and dependencies. In the left column the groups from which the registration form is bu...

Edit the registration form of your education portal: 'actions' tab

Introduction On the actions tab you indicate what should happen when the user submits the registration form. This can be multiple actions. You can choose from the following actions: javascript: Run javascript code. redirect: Automatically redirect the user to another webpage after filling in...

Guide for managing the education portal from Coachview

This manual describes how to manage the training portal from Coachview. Since the new release of December 2014, the use of an automatic action template, linked to a type of training, is no longer necessary and the creation of a training portal user from Coachview.net has become easier. In th...

Installing Google Analytics tracker to the education portal.

If you want to know how visitors navigate your portal, or which courses are best viewed but not purchased, then Google Analytics can be a solution. By installing this tracker on your training portal, you immediately get more insight into who your visitors are and how they navigate through your ...