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As a manager/account owner, how do I invite myself to training?

Managers and account owners can enroll themselves in training or an exam, just like they invite their staff. Your training is billed to the location you invite yourself from, so start there.

If you’re already added to the location you want to bill to:

  1. Go to the Locations tab.
  2. Click your location.
  3. Find your name and click + Training.
  4. Choose the training or exam you’d like to take and send the invite.

If you’re not added to that location yet:

  1. Go to the Locations tab and click the location you’d like your training billed to.
  2. Click Add user and add yourself to the location.
  3. Click + Training next to your name and choose your training or exam.

Accept your invite

Once you’ve sent yourself an invite, go to the Dashboard tab. You’ll see a new button to accept your invite. Click it to get started.

Taking the CFPM exam? You’ll need Google Chrome, a webcam, a valid government-issued ID, and a quiet, private room. See Is my computer compatible with remote proctoring?