Training credits, which replace our Credit as a Currency functionality, allow site administrators to create credit accounts at the Panorama level.
Use Case Information
Credit accounts can allocate credits to sublicenses within a panorama. Learners in these sublicenses can use them to purchase training and content items such as Courses or Webinars. Administrators can also add credits to that account at anytime, much like depositing money in a shared bank account.
When configured you can control the following:
- Create multiple Credit accounts per Panorama
- Manage Credit distribution and expiry
- Add multiple batches of Credits as needed
Understanding Training Credits
Understanding Training Credits requires certain key concepts:
They are tied to a specific Panorama
Site administrators create training credit accounts at the Panorama level and control the number of credits in the account. Once the account has been created, they can also add credits at any time.
Credit accounts are tied to specific sublicenses, so their learners can use the credits to buy training
Once a sublicense has access to a training credit account, learners in that sublicense can access that batch of training credits and can use them to purchase content.
Learners use credits on a first come, first serve basis
Finally, those learners in the sublicense use credits from the training credit account on a first come, first serve basis. When the credits run out, learners will no longer be able to use the account to purchase content. When an account has different batches with different expiration dates and a learner redeems credits from that account, we draw credits first from the batch with the soonest expiration date. A site administrator can reload credits into an account at any time.
Required Configurations
To use Training Credits, you'll need to first configure the following:
Enable Access Content outside of Panorama
- Go to the specific Panorama.
- Navigate to Settings> Primary.
- Toggle Enable Accessing Content Outside of Client? to Yes.
- Click Save.
Add Purchasable Content to Panorama
- Go to the specific Panorama.
- Navigate to Settings > Access.
- Under Purchasable Content, add individual Content or provision via Tags.
- Remember to Save.
Setting Training Credit Cost
Admins and Course creators can set the training credit cost for an item under the Enrollment section of the course.
- Navigate to Content.
- Select Manage Content.
- Select a content item .
- Navigate to the Enrollment step.
- Choose Ecommerce tab.
- Under Ecommerce, add the Credit Requirement.
- Remember to Save.
The Training Credits feature is behind a feature flag.
Navigate to Control Panel in your instance to request to have this feature enabled on your site.
Creating a Training Account
Note
You need to be a Site Administrator with correct permissions to create Training Credit Accounts.
- Navigate to Panorama and choose the specific Panorama.
- On the left navigation, click Training Credits.
- On the Active Account page that appears, select New Account.
- Provide the following information:
- Account Name: this is the name learners will see for the account
- Starting Credit Batch Name: the name for the original batch of credits you want to open the account with (e.g. original batch or starting credits).
- Starting Credit Batch Amount: the number of credits in that opening batch.
- Optional additions:
- Minimum Credits to Request: the minimum number of credits Panorama managers who oversee the account can request
- Credit Expiry: when these training credits will expire in days. To enable, toggle Yes on Enforce Credit Expiry. This default number of days cannot be changed once the account is created, however, Site Admin can edit the expiry date of a single batch after adding the credits to the account.
-
Credit Requests: whenever a Client Manager requests additional credits, the individuals listed here will receive an email with that request.
- Click Next.
- Select a sublicense to which the credit account will be assigned. You can select more than one sublicense within this Panorama client. The system will inform you whether those sublicenses have managers with credit permissions to help you monitor this program.
- Click Next.
- Review the Summary and click Create Account.
- Review the Account Overview.
Manager Permissions
Both Site Administrators and Panorama Administrators can manage Training Credit Accounts. Site Administrators can also create a custom role with Manage Credit Accounts permission to manage Training Credit Accounts. Users with these roles can also see balances for Total Credit Deposits and Current Credit Balance on the Panorama Dashboard.
The breakdown of permissions for each role is as follows:
| Permission | Site Administrator |
Panorama Admin or Custom Role |
| Create Credit Account | ✅ | |
| Edit Credit Account Name (during or after creation) | ✅ | ✅ |
| Edit Credit Batch Names (during or after creation) | ✅ | ✅ |
| Delete Credit Batches (before expiry) | ✅ | |
| Manage Sublicense Access | ✅ | |
| View Sublicense Access | ✅ | ✅ |
|
Configure Manager Access (via Sublicense) |
✅ | |
| View Manager Access | ✅ | ✅ |
| Set Expiry Protocol | ✅ | |
| View Active Credit Batches | ✅ | ✅ |
| Set Credit Batch Request Minimum | ✅ | |
| Add New Credit Batches to account | ✅ | |
| Request Credit Batches | ✅ | |
| Set Site Admin Credit Batch Request Notification Recipients | ✅ | |
| Edit Credit Batch Expiration and Balance | ✅ |
Learner Information
When learners sign in and view content they can purchase using training credits, they will see the following information:
- A breakdown of each credit account available to them
- The option to select a credit account to use to purchase that piece of content