A Course Enrolment can only be attached to one agent and promotion. If you need to remove an Agent or change an Agent from a Learner’s Course Enrolment, you will need to follow these steps below.
Required Access: Owner, Admin
1
Navigate to LRM > Learners
2
- Search and Open the Agent you wish to Hide the contact to
- On the Left Navigation Bar, click Contacts
- On the last column for the relevant contact, Set the Is Active Toggle to No
- This Agent Contact is now Inactive
- NOTES:
- The Inactive Contact will still be linked to a Course Enrolment for history purposes
- The Inactive Contact cannot be added to new relationships
We recommend to make an Agent Contact Inactive (see the Hide Tab on how to) in place of deleting a contact.
- Open the relevant Learner’s details page for the learner you wish to attach
- In the Enrolment section of the client page, Click on the name of the relevant Course Offer
- On the Left Navigation Bar, click Agents
- Click Delete
- A message will now appear advising that the agent has been removed
- Click Continue
To change an Agent for a Course Enrolment:
- Remove the existing Agent from the Course Enrolment as shown in the steps of how to remove agent
- Then, link a new Agent to the Course Enrolment