Business Portal and Key Contacts

TABLE OF CONTENTS

• What is a key contact? 
• How is the key contact role assigned?
• The business portal
• What can a key contact see in the business portal? 
• What settings can I adjust within the business portal? 
• How to use your own brand colours in the business portal?

What is a key contact? 

In Eduframe (as admin), it is possible to designate one or multiple contacts as the 'key contact' of an organisation. The key contact can place new orders for this organisation and can see all private products, enrollments, orders and invoice information from this organisation in the business portal.

An example of key contact can be the HR of a company. The HR can create new orders for the employees and track progress. This way, employees don't have to place orders for Eduframe courses themselves.

With the introduction of the organization feature normal contacts of an organization can also order on the organizations behalf. A normal contact of an organization can only order public or 'hidden link' products. Read private products for more info.

How is the key contact role assigned?

The key-contact role needs to be manually assigned. Go to Contacts > Organisations and click on the organisation you want to assign a key contact to and click on the Contacts tab. 

Click on the 3 dots icon next to a contact and click on Assign key contact role. Now that contact has access to the business portal for that organisation.

Warning: making a contact 'key contact' for an organisation with existing orders and participants gives this contact access to most data related to the organisation. See 'What can a key contact see in the business portal?' for more details. Due to the access to additional data we advise to only assign the key contact role when a contact needs this access. And to remove the role when the contact no longer needs it.

The business portal

When logging into Eduframe key contacts will have the option to open the business portal for the organisation they are key contact for. Only key contacts of an organisation can access the business portal. See this article if you have multiple roles and want to access the business portal: How to switch between views if you have multiple roles in Eduframe

What can a key contact see in the business portal? 

A key contact only has access to information of enrollments, attendances orders, invoices and participants that are linked to orders that are placed through the organisation they are key contact for. So information that is linked to personal orders or to orders of other organisations isn't visible in the business portal, with one exception: Business portal: Partial visibility of other organizations enrollment in the context of a personal program.

A key contact can see the following information in the business portal: 

• Enrollment information
  • Product template + edition name 
  • Status 
  • Result
  • Passed date
  • Grade 
  • Certificate 
• Order information 
  • Order number 
  • Product template + edition name 
  • Amount of participants 
  • Total cost 
  • Date placed 
  • Order status
  • Private products 
• Invoice information 
  • Invoice number 
  • Reference number 
  • Order number 
  • Total cost 
  • Date 
  • Status
• Participant information
  • Name
  • Email adress
  • Enrollments
  • Calendar
  • Attendance
    
    

What settings can I adjust within the business portal? 

Check this article: Student & Business portal settings

How to use your own brand colours in the business portal?

Check the following article: How to set up your brand identity in Eduframe?

More information

Click here for other Articles around the Settings in Eduframe

Click here if you have any questions for support.