Managing Customers and Companies (Company Administrator)

This article focuses on the company administrator's role of customer and company management in the Lambda Suite.

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Introduction to Managing Customers and Companies

Company administrators can manage their own companies, create and manage sub-companies, and manage customers on the Lambda Suite.

These companies correspond to groups in Lambda Learn. 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.
  • Upload and manage customers for the parent company and its sub-companies.
  • Assign company administrators for the parent company and its sub-companies.
  • Purchase courses and products in bulk for customers under their management.
  • Assign courses to customers.

Managing Customers

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

customers-1  List of Customers

1.  On the top-right corner of the Lambda Suite, 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.

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boss-1  Assigning a Company Administrator

1.  Find your desired customer on the list, and click Edit under the Action column.

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2. On the Customer Edit page, set 'Is Admin' to Yes and then click Update.

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Managing Companies

clipboard-1  Companies List

1.  On the top-right corner of the Lambda Suite, click on My Account.

2.  On the side panel, select Company Profiles to open up the Companies List page.

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On the Companies List page, company administrators can view and edit all of the companies that appear on the list. 

plus-Jan-20-2021-07-17-08-51-PM  Add 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 top-right corner of the Lambda Suite, click My Account > Company Profiles to open up the Companies List page.

2.  Click Add New Company. 

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3.  Select a parent company using the corresponding drop-down menu.

4.  Enter the sub-company's name, address, and contact information in the corresponding fields.

5.  Once you are complete, click Create.

edit-Jan-20-2021-07-39-46-02-PM  Edit or Delete 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.

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important-4  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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