1
Set up the company
Add company details, contact information, training preferences and customer-facing links.
Keep your company setup consistent
Configure your company, brand and team access in one place
Manage company details, branding, customer links, users, permissions, payment settings, email delivery and training defaults from clear workspace settings.
Unlimited company users, customer portals, documents, customer payments and approved custom domains are included in the booking-based platform model.
Training Genics workspace
Branding and Company Settings
- Connected course, booking and candidate records
- Responsive company, instructor and customer access
- Controlled access for company teams
What it includes
Features connected to the same course, customer and booking records
- Company details and contact information
- Logo, workspace branding and login appearance
- Invoice branding and branded PDF preview
- Company booking and customer portal links
- Custom-domain setup with clear DNS instructions
- Stripe Connect customer-payment settings
- Optional company SMTP configuration and testing
- Training defaults and company preferences
- Team member and instructor access
- Role and permission assignment
- Company-record access for restricted users
- Reports dashboard and permission-controlled exports
- Full account data export
- Profile security without self-service permission escalation
How it fits together
A clear workflow from setup to customer history
2
Apply the brand
Upload the logo and configure workspace, login and invoice branding.
3
Manage team access
Add users and instructors, then assign the correct roles, permissions and company access.
4
Connect customer services
Configure the customer portal, payments, email delivery and optional custom domain.
Questions
Frequently asked questions
Are documents and portals separate paid add-ons?
No. Documents, customer portals, customer-payment features and custom domains are included without separate Training Genics feature subscriptions.
Can users change their own permissions?
No. Profile settings do not allow a user to increase their own role or permissions.
Can each company use its own branding?
Yes. Company logos, workspace appearance, invoice branding, booking links and portal links can be configured for the company.
Bring your training journey together
Ready to simplify course delivery and bookings?
Explore the platform or contact the Training Genics team with questions about your courses, customers, payments and setup.