Introduction
On platforms where training credits are enabled, you can choose whether users will have access to personal wallets or to shared wallets. If you select personal wallets, each user will have access to their own individual wallet that is automatically created. However if you select shared wallets, you will also need to manually create the shared wallets and define which users are able to access and use them.
When you set up a shared wallet, you need to define the wallet beneficiaries and the wallet purchasers:
Beneficiaries: These are the users for whom content can be purchased using this shared wallet.
- Only beneficiaries can be enrolled in courses or learning plans using the training credits in the wallet
- Beneficiaries are set at group or branch level, not individually
Purchasers: These are the users who are allowed to spend training credits out of the wallet. You can define them as follows:
- Beneficiaries can buy content for themselves: In this case, the beneficiaries can directly use the training credits in the wallet to enroll themselves in content.
- Power Users can buy content for beneficiaries: In this case beneficiaries do not directly enroll themselves. Instead, Power Users can use the credits to enroll their users who are beneficiaries.
For more details see the chapters Beneficiaries and Purchasers.
When users click the coins icon in the header, they will see all the shared wallets that they are allowed to use, meaning all the wallets for which they are “purchasers”.
This article covers all the configurations relating to shared training credit wallets. For other information about setting up training credits refer to the main article, Training credits for e-commerce.
Prerequisites
The instructions given here assume that training credits are already enabled on your platform as described in the main article Training credits for e-commerce. Here will we only cover the setup related to shared training credit wallets.
Set up the platform to use shared wallets
→ Superadmin only
If you want the platform to use shared wallets, you need to select this option in the training credit settings. To do this:
- Select Navigation menu > Configuration (spanner icon) > E-commerce > E-commerce setup.
- In the vertical navigation, select the Training credits tab
- Under Wallet mode, select the Shared wallets option.
- When you are finished click Save changes.
When you switch to “shared wallets”, users will no longer be able to see or access their personal wallets. Instead you will need to configure one or more shared wallets for them to use.
→ Note however that the personal wallets do not cease to exist: Any training credits contained in them are retained, and will still be available if you switch back to “personal wallets”. For more information see the article Training credits for e-commerce > View the wallets in the platform.
Please note: On extended enterprise platforms, it is possible to have custom training credit settings. This means that you can use shared wallets on one domain or client, while instead using personal wallets on another. For more information see the article Training credits for e-commerce > Configure training credits on extended enterprise clients.
Create a shared wallet
→ Superadmin only
You can configure a shared wallet from the Training credit management page. To get started:
- Select Navigation menu > Configuration (spanner icon) > E-commerce > Training credits. On this page, the Shared wallet tab will show any shared wallets already configured in the platform.
- To create a new shared wallet, click the plus icon (Create) in the top right corner and select Create shared wallet.
- In the right panel that opens:
- Enter a name, description and code for your new shared wallet, and set its initial balance of training credits (which can also be zero). You can also edit all these fields later. - Then click Next.
- In the second step of the panel, define who will be the beneficiaries of the wallet. This means the users for whom content can be purchased using this shared wallet.
- You can define the beneficiaries in terms of either groups or branches
- Select the check box next to each group/branch that should be a beneficiary of this wallet.
- Only members of the beneficiary groups/branches can be enrolled in courses or learning plans using the training credits in the wallet - Then click Next.
- In the third step of the panel, set the purchasers of the wallet. This means who can spend credits out of the wallet. Here you have two options:
- Beneficiaries can buy content for themselves: You can use this if you want learners to use the wallet to enroll themselves in content
- Power Users who manage beneficiaries can buy content for beneficiaries: You can use this if you want Power Users to use the wallet to enroll their learners in content.
For more information about these settings see the chapters on wallet beneficiaries and purchasers . - When you are finished click Create and edit.
The new wallet is added to the list of shared wallets. You can review all its settings, including its credits, beneficiaries and purchasers, from the training credit management page. For more details see View or edit a shared wallet
View or edit a shared wallet
→ Superadmin only
From the Training credits page, you can review the settings of any shared wallet created in the platform. You can also if needed edit its settings with the exception of the Wallet type, which is read-only after wallet creation.
- Select Navigation menu > Configuration (spanner icon) > E-commerce > Training credits..
- Then select the Shared wallets tab and and from the list of wallets click the [wallet name] you want to view.
This will open the configuration page for this shared wallet, divided into different tabs. From here you can check or edit the main wallet details as well as its credits balance, purchasers and beneficiaries. You can also check the wallet transactions.
Beneficiaries
To check the wallet beneficiaries, from the shared wallet configuration page select the Beneficiaries tab. Here you will see listed the groups or branches whose users are beneficiaries of this wallet.
→ Beneficiaries are the users who can be enrolled into learning content using training credits for this wallet.
Remember that the beneficiaries can be defined in terms of either groups or branches (but not a combination of both) depending on the Wallet type setting, which is read-only. So you cannot switch from a branch-based to a group-based wallet or vice versa.
From here you can:
- Remove a group or a branch from the beneficiaries by clicking the trash icon on its row
- Add a new group or branch to the beneficiaries by clicking the add beneficiaries icon in the top right corner.
Purchasers
The wallet purchasers are defined with reference to the beneficiaries.
→ Purchasers are those users who are allowed to spend credits out of the shared wallet. When users click the coins icon in the header, they will see available all the shared wallets for which they are purchasers.
To check or set the wallet purchasers, from the shared wallet configuration page select the Properties tab and go to the Wallet purchasers section. Here you can set one or both of the options shown.
- Beneficiaries can buy content for themselves: Any user who belongs to one of the beneficiary groups or branches configured in the Beneficiaries tab will be able to use this shared wallet to enroll themselves in learning content.
- Power Users who manage beneficiaries can buy content for beneficiaries: Any Power User with purchase on behalf permission who is assigned as resource all the beneficiary groups or branches of the wallet can use the wallet to enroll beneficiaries in learning content.
Note that it is also possible to select both options, allowing learners to enroll themselves, and also Power Users to enroll their learners.
Be aware of the following details:
- If you select only Beneficiaries can buy content for themselves, as a general rule this means learners will be using the wallet to directly enroll themselves. However, a Power User with purchase on behalf permission who is also a beneficiary will also be able to buy content for other beneficiaries.
- If you select only Power Users who manage beneficiaries can buy content for beneficiaries, as a general rule this means that learners will not be using the wallet to enroll themselves. Instead, it is Power Users who will use the wallet to enroll their learners. However, a Power User who is also a beneficiary can still buy content for themselves.
Once you have set the desired purchaser options, you can check the result in the Purchasers tab.
Here, you will see listed all the users who are allowed to spend credits out of the wallet, and also for whom they are allowed to use the credits (only for self, only for other users, or both).
Credits balance
To view or edit the balance of a shared wallet, from the shared wallet configuration page select the Credits tab.
Here you will see the number of training credits currently contained in the wallet. You can also edit the wallet balance. To do this:
- Click Edit balance and, in the right panel that opens, under New balance enter the new number of training credits you want this wallet to contain, then click Update.
Please note that the amount you enter here will replace the current balance–it will not be added to it. This means the balance may increase or decrease depending on the value you enter.
You can also use the Zero balance button to clear the wallet balance to zero.
Transactions
To check the transactions of a shared wallet, from the shared wallet configuration page select the Transactions tab. Here you will see listed any operations by which the balance of the training credit wallet has been changed.
The purchaser column will show the user who spent the credits, and where applicable the beneficiary column will show the user who was enrolled using those credits.
→ For more information see the article Training credits for e-commerce > Check wallet transactions.