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Stef-Dennis

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  • Manage Sponsor Templates

    Your company's Sponsor Profile will be used to generate Certificates of Completion which include your firm’s branding and meet all NASBA requirements. In order to create your first Sponsor template...

  • Default Reports Available for Prolaera Admins

    As a Prolaera admin, you have access to a number of reports that will provide you with insights on how your firm is performing at both the account and individual user levels. Highlighted below are ...

  • Reactivate Archived Accounts

    If your firm has a rehire or an account has been archived by accident, Admin users can always recover the account and reactivate or migrate the data to a separate account. Reactivate an account tha...

  • Event Reports: Summary and Detail

    The Event Reports provide Admin users with a detailed view of all events available in your account. This includes internally sponsored events as well as live vendor events and webcasts. Steps to Ge...

  • Managing your Firm's End-User Accounts

    If you have started using Prolaera and would like to add your users, you can invite them to join you in your Prolaera company account at any time. Please note: This action is only available to Admi...

  • Invite a User with an Existing Account in Prolaera to Join Your Firm

    You may encounter instances where your end-users have an existing Prolaera account, and you'll need to take a few additional steps to ensure the user's account is located in the firm environment. U...

  • How to Create a SCORM Course

    SCORM Cloud upload steps:  Your Prolaera Admin team may have requested Admin access in the past to the third-party SCORM Cloud application to be able to upload on demand course content on your own....

  • Resend a Certificate Email

    Follow these steps if you'd like to resend a certificate email or download the PDF certificate file for any attendee of your events. If credit for your event or an attendee has changed and needs to...

  • Update and Reissue Credit After a Certificate Has Been Issued

    If certificates have already been issued for an event and you need to change the credits or field of study at the course or the event level, the system won't automatically update previously-issued ...

  • Zoom Setup Best Practices

    Once you have configured your Zoom account with Prolaera, you'll be able to sync webinar session data with your Prolaera events. The data that is pulled into the Event Manager via the API includes ...