21st April, 2020

How To Transfer A Course To Another User

If you have purchased a health and safety course and you need to transfer it to another HASpod user, this guide will show you how. This works with single access courses, if you have a team membership plan you don't need to transfer courses as your team will automatically get access.

How To Transfer A Course To Another User header image

If you have purchased a health and safety course and you need to transfer it to another HASpod user, this guide will show you how. You can purchase multiple course licenses, and then transfer them to other users so they can complete the course on their own account.

Each user will need their own HASpod account so that when they complete the course, the certificate will have the right name on it. You can't share your HASpod account with other users, but you can share your courses. If you need to purchase a course for someone else to take, you can follow this guide.

This guide works with single access courses. If you have a team Training Plan membership you don't need to transfer courses as your team will automatically get access. For teams we recommend the Training Plan, so you can access all your team's records in one place.

Log in

To transfer a health and safety course on HASpod, you need to be logged in to your HASpod account. This is the HASpod account where you purchased the courses. So go ahead and log in to get started.

(If you just created an account when purchasing a course, you will be automatically logged in!)

The person you want to transfer the course to will also need to have a HASpod account registered to their email address and name. If they don't have one set up yet, they can create one for free.

Once the person you want to transfer the course to has a HASpod account set up, you will be able to transfer the course to them.

Go to the training

When you log in you will see your user dashboard. This is where you can access all of your services, view your invoices and manage account settings.

Right now you want to access the Training service to manage your courses, so click the Training button on your user dashboard.

haspod dashboard training

Choose the course to transfer

Now you are viewing the courses.

Any courses you have purchased will be activated on your account, and you will see a green Start button to start the course. This shows you have access to the course from your account.

If you have spare test credits (you have purchased the course but not taken the test yet), then a Transfer button (a grey button with a transfer icon as shown in the screenshot below) will also be displayed next to the Start button.

As you want to transfer the course to another user, you need to click the Transfer button on the course.

training transfer button

Transfer the course

To transfer the course, enter the email address for the HASpod account you want to transfer it to. Once you have entered the correct email address, click the orange Transfer button, to confirm. The course will be transferred to the other user's account, ready for them to complete.

(If you run into any problems here, check that you have entered the email address correctly and that the other user has set up their HASpod account.)

training transfer confirm

Excellent, you have transferred a course to another user. Well done!

If you find yourself needing to do this often for your team, it might be worth looking into our team Training Plan membership for team tools and better management of your training results records.

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