Skip to main content
Tax Courses
Search
Search Tax and Accounting Professionals Learning Center Support Help and Support.

This article applies to:

  • Product: Tax Professionals Learning Center

Create and manage Course Catalogs

Course catalogs let you to create a customized set of courses and learning plans for your users to search and register for them. You you'll need create a catalog and add your courses and your users to them if you want them to be able to register for courses on their own.

Create a New Course Catalog

  1. Sign in as an administrator and select the gear to access the admin menu.
  2. Select
    Course Catalog
     to access the course catalog screen.
  3. Select
    New Catalog
    .
  4. Enter a name and unique catalog code. You can also enter a description for the course and/or choose how the catalog will sort the courses it contains.
  5. Once you've modified catalog settings, select
    Confirm
     to save and create the catalog.

Add Courses to a Catalog

Once you've created courses, you'll want to add them to a catalog so that users can search and enroll in them. To add courses to a catalog:
  1. Go to
    Course Catalog
     from the admin menu .
  2. Find the catalog you want to add courses to and select
    Assign Courses
     . Here, you can assign individual courses or learning plans to the catalog. You can also use the search field to assist with locating courses.
  3. Mark the box next to each course or learning plan you want to assign.
  4. Select
    Confirm
    .
  5. Wait until the progress bar has imported 100% and select
    Close
    .

Assign Users to a Catalog

Once you've added catalogs and users, you'll want to assign users to catalogs so they can view and register for the courses in that catalog. To assign users to a catalog:
  1. Go to
    Course Catalog
     from the admin menu .
  2. Find the catalog you want to add users to and select the
    Assign Users
     . Here, you can assign individual users, user groups, or entire branches to the catalog. You can also use the search field to assist with locating users.
  3. Mark the box next to each user, learning plan, or branch you want to assign.
  4. Select
    Confirm
    .
  5. Wait until the progress bar has imported 100% and select
    Close
    .