Please follow each step below if one of your participants has issues logging in.
Step 1:
- You were emailed a copy of your completed enrollment spreadsheet. Please find and open the spreadsheet.
- Compare the participant’s email address on the enrollment spreadsheet to the one they use to log in.
- Are they exactly the same?
- No:
- They should log in with the email address provided by your company on the enrollment spreadsheet.
- After logging in, they should go to their profile and change their email address to the correct one. View instructions on how to do this.
- On your copy of the enrollment spreadsheet, update the participant’s email address and highlight it in orange.
- Email the updated enrollment spreadsheet to your Implementation Consultant so the participant’s username can be updated.
- If you can’t find the participant on the enrollment spreadsheet:
- The participant was not enrolled.
- Add the participant to the enrollment spreadsheet and highlight their row in yellow.
- Email the updated enrollment spreadsheet to your Implementation Consultant.
- Yes:
- Go to Step 2.
- No:
Step 2:
- Walk the participant through each step in the login instructions to make sure they are following them correctly.
- If they are unable to log in, go to Step 3.
Step 3:
- If they forgot their username, provide them with the correct username from the enrollment spreadsheet.
- If they are unable to log in, go to Step 4.
Step 4:
- If they forgot their password, they should learn how to reset their password.
- If they do not receive a password reset email, have them check their spam folder.
- If the reset email is not in their spam folder, double-check to make sure their email address is correct on the enrollment spreadsheet.
- If the email address is incorrect:
- The reset email is being sent to the wrong email address.
- On your copy of the enrollment spreadsheet, update the participant’s email address and highlight it in orange.
- Add a note stating you would like the participant’s email updated and password reset.
- Email the updated enrollment spreadsheet to your Implementation Consultant so the participant’s email and password can be updated.
- If the email address is correct, talk to your network administrator and ask them to whitelist @businesstrainingexperts.com.
- Ask your network administrator how long it will take to whitelist the domain.
- Try again after that time period has elapsed.
- If they are still unable to log in, go to Step 5.
Step 5:
- The above four steps solve 99.9% of all login issues.
- As you progress through steps 1–4, please document the results.
- Take screenshots of the participant’s computer screen for each step.
- Email a detailed explanation of the issue along with screenshots and a description of each step to the Implementation Consultant that emailed you your completed enrollment spreadsheet. Include the contact information for your network administrator and the date they whitelisted @businesstrainingexperts.com.