It’s easy to view, transfer or download learners between your Master Account and Sub Accounts. Just head to your Dashboard and follow the steps below:

• Click on “Accounts” and then on “View All Sub Account Learners”

• You’ll then see two different tabs - the “Master Account” and the “Sub Account”

Master Account:

• The “Master Account” tab shows the list of learners that belong to your master account

• Search for a learner by filling in the “Contact Name” box or the “Search By Unique Code/Name” - it will list learners’ First Name, Last Name, Email Address, Username, Unique Code and Sub Master Company

• Transfer a learner to a Sub Account by ticking their name and clicking on “Transfer Learner” - click “Yes” when prompted to confirm your action

• Select where you want to transfer your learner to by clicking an option from the “Transfer Selected Learners” pop up, and then clicking “Allocate”

• Download a list of your Master Account learners as a .xls file by clicking "Download Learners"

Sub Account:

• The “Sub Account” tab shows the list of learners that belong to a Sub Account

• Search by “Contact Name”, “Sub Master Company” or “Unique Code” to list and view the learners’ First Name, Last Name, Email Address, Username, Unique Code and Sub Master Company

• Transfer learners to the Master Account, or to another Sub Account, by selecting the learner and clicking “Transfer Learner” - click “Yes” when prompted to confirm your action

• Select “Switch to Master Self Account” or “Switch to Another Sub Account” from the pop up, then click “Switch Learner” to complete your action

• Download a list of your Sub Account learners as a .csv file by clicking on “Download Learners”