The Channeltivity Training & Certification module gives you the ability to easily create and deliver media-rich training to your partners fro your secure portal. Create, promote and automate the delivery of training materials, test and certify partner knowledge and track partner training progress.  Learn more about the Training and Certification Module.


***Before you get started setting up the Training and Certification module, update your Groups to include Training & Certification Module access.***


To add Training permissions to your Group settings:

  1. Click Admin from the left menu.
  2. Select Groups.
  3. Select multiple Groups by checking the box or select a single group by clicking the group name to edit.
  4. Select the Training permission.
  5. Save.

With Training added to the Group permissions, you can start creating Courses and Certifications.


Training & Certification Settings


To update the out of the box Training & Certification Module Settings go to Settings > Training & Certification > Training Module Settings. 


In this section, you can set how long completed Quizzes and Courses are valid. This is important, because it prevents knowledge from getting stale. If your training program is Certifications-focused, we recommend setting completed Courses to remain valid for 90 days. If your training program is focused on completing Courses, you may want to set Course completions to be valid for 1 year or more.


You can also customize the text that appears on the Course details page for External Courses. External Courses are Courses completed outside of Channeltivity. It's used to track live training or training that occurs in another system. 

Training & Certification - Quiz & Course Completions Settings 


The naming convention for your Training & Certification module can be updated. Update the field names as needed.

Training & Certification - Taxonomy 

Click Save when finished.