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Managing Customers and Companies as a Company Administrator

Dana Zweifler

Overview

Company administrators can manage their own companies, create and manage sub-companies, and manage customers on Kano Store.

These companies correspond to groups in your Moodle/Totara site. Once a company administrator assigns users to a course, these users will automatically be placed in groups in the course that correspond to their companies.

Company administrators can perform the following operations:

  • Manage parent company members
  • Create and manage sub-companies
  • Assign company administrators for the parent company and its sub-companies

See related articles for additional Company Administrator functions:

Managing Customers

A company administrator can view a list of customers or company members, and assign other company administrators to both the parent company and any sub-companies.

Viewing the Customers List
  1. In the top-right corner of the Kano Store, click on My Account.
  2. On the side panel, select List of Customers to view customers from both the parent company and any corresponding sub-companies.
Assigning a Company Administrator
  1. Find your desired customer on the list, and click Edit under the Action column.
  2. On the Customer Edit page, set 'Is Admin' to Yes and then click Update.
Viewing Customer Progress

A Company Administrator can view and export the course progress of the members/customers in their company. 

  1. From your My Account page, select Customer Progress from the side panel.
  2. To export the list, select the preferred type of export file (Excel or .csv) and click Export.

     

Managing Companies

Companies Profile
  1. In the top-right corner of the Kano Store, click on My Account.
  2. On the side panel, select Company Profiles to open up the list of companies.
  3. On the Company Profile page, company administrators can view and edit all of the companies that appear on the list. 
Adding a New Sub-company

Company administrators can add new sub-companies. Once a new sub-company has been created, it automatically falls under the parent company.

  1. On the Company Profiles page, click Add New Company. 
  2. Select a parent company using the corresponding drop-down menu.
  3. Enter the sub-company's name, address, and contact information in the corresponding fields.
  4. Once you are complete, click Create.
Editing or Deleting a Company

Company administrators can edit parent or sub-companies by clicking on Edit under the Action column of the Companies List page.

Company administrators can also delete a company by clicking on Delete under the Action column.

NOTE: If a company administrator were to delete the parent company to which they belong, they will no longer be performing the role of a company administrator.

To reinstate this role, a store administrator must reassign them as a company administrator of the parent company. 

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