Summary
Use Assocations to provide training with membership pricing for your members, and issue credits for online and external training.
This feature is available to all customers on request. Contact the support team to add it to your portal.
The Associations feature offers 2 tools for professional associations and trades organizations:
- sets membership types, and enables membership-based course prices
- records external training by learners, towards credits for continuing education or professional development
Learners can upload documentation for the external training events they attend, and can self-award their own learning credits. You can set up admin approval to review external training, before adding credits to the learner’s transcript.
Contact the Support team to set up Associations-related features in LearnUpon.
Turn on memberships for the portal
LearnUpon provides 2 default membership types: Member and Non-Member. You can add more membership types, and change the names to suit your organization's needs. You cannot have less than 2 membership types.
- From main navigation go to Settings > Associations Settings > Membership Types.
- Select Enable membership types.
- Save to finish.
The 2 default membership types appear onscreen.
Note: See Default memberships for existing and new users in the portal about how the application sets the type on your users.
Add new membership type
- From main navigation go to Settings > Associations Settings > Membership Types.
- From the action menu select Add New Type.
- In the Add New Type dialog, enter a name for the new type and Save.
The new membership type appears in the list onscreen.
Rename membership types
- For a membership select More (3-dot menu) > Edit.
- Enter a new name for the membership type.
- Save to finish.
The following screenshot shows More > Edit for a membership.
Note:The Delete option appears only if you have more than the 2 default membership types.
Default memberships for existing and new users in the portal
When the Support team enable Association features in your portal:
- your existing users default to the first option in the Membership Types list
- on the Users > New User page, you specify a new user's membership type, and the default is the first option in the Membership Types list
- your batch upload CSV template changes, to include 'membership_type' as a field - see Upload users by batch CSV file
Change membership type
Admins can change learners' membership types without restriction. Managers can change the membership types for learners in their groups.
- From main navigation go to Users > user name > Settings.
- From the Info page, select a Membership type for the user.
- Save to finish.
The screenshot shows the dropdown menu for choosing a different membership type.
See:
- Associations: set membership pricing to enable membership pricing
- eCommerce: make a course available for sale about setting members and non-member prices for courses
- Associations: record and self-award credits for external training about recording training for accreditation