Portal template

Corporate training program portal

A program hub where a corporate training provider shares cohort exceptions, sponsor actions, completion and certificates and the sponsor review.

View live demo (opens in a new tab) Use in FuseBase

Use in FuseBase

Industry
Online Education, Coaching and Training
Team
Client services, Operations
Use case
Training and programs, Client portals
Tags
Client reporting
Includes
5 pages · 15 app surfaces

Template preview

1 / 4

Linen, Night lobby and Jade horizon themes

Included items

  • Cohort exception review

    Page · Embedded on site route /cohorts/exceptions · Requires sign-in

  • Sponsor action list

    Page · Embedded on site route /actions/list · Requires sign-in

  • Facilitator session brief

    Page · Embedded on seller team route /team/brief · Requires sign-in

  • Completion and certificate review

    Page · Embedded on site route /completion · Requires sign-in

  • Sponsor review

    Page · Embedded on site route /review · Requires sign-in

  • Dashboards

    App · Client routes: /, /actions, /actions/list, /cohorts, /cohorts/exceptions, /completion, /onboarding, /review; seller team routes: /team, /team/brief · Requires sign-in

  • Tasks

    App · Client routes: /actions · Requires sign-in

  • Project Chat

    App · Client routes: /actions · Requires sign-in

  • Forms

    App · Client routes: /files · Requires sign-in

  • File Request

    App · Client routes: /files/requests · Requires sign-in

  • Files

    App · Client routes: /files · Requires sign-in

  • Onboarding

    App · Client routes: /onboarding · Requires sign-in

  • Client Profiles

    App · Seller team routes: /team · Requires sign-in

  • Dashboards Admin

    App · Seller team routes: /team · Requires sign-in

  • Tasks Admin

    App · Seller team routes: /team · Requires sign-in

  • Project Chat Admin

    App · Seller team routes: /team · Requires sign-in

  • Files Admin

    App · Seller team routes: /team/admin · Requires sign-in

  • File Request Admin

    App · Seller team routes: /team/admin · Requires sign-in

  • Forms Admin

    App · Seller team routes: /team/admin · Requires sign-in

  • Onboarding Admin

    App · Seller team routes: /team/admin · Requires sign-in

Overview

What this template supports

A client portal for B2B corporate training providers running programs for a client. A welcome band with app tiles leads to cohorts and the exception review, sponsor actions and the action list, completion and certificates, the sponsor review, files and file requests, and onboarding. Facilitator session briefs stay in the provider team workspace, which requires sign-in.

  • Home with a welcome band, app tiles and live attendance blocks
  • Cohorts page with live attendance and assignment charts
  • Cohort exception review shared as a FuseBase page
  • Sponsor actions with tasks, project chat and the sponsor action list
  • Completion and certificate review
  • Sponsor review with live program blocks
  • Facilitator session brief in the provider team workspace
  • Files, forms and file requests
  • Onboarding checklist
  • Light, Dark and Futuristic themes

How to use this template

  • Review the hub

    Open the live demo home page and move from the welcome band to the app tiles.

  • Map your program

    Decide which cohort, action and completion records your client sponsors should follow.

  • Plan client access

    In the linked Site only the home page opens without sign-in, and facilitator briefs stay in the team workspace. Choose which pages require sign-in in your own Site.

Frequently asked questions

What does Corporate training program portal help me do?

It gives a client sponsor one hub for cohort exceptions, sponsor actions, completion and certificates and the sponsor review of a training program.

Which documents are included?

Five shared FuseBase pages: the cohort exception review, the sponsor action list, the completion and certificate review, the sponsor review and a facilitator session brief that sits in the team workspace.

Where do sponsor actions live?

The Sponsor actions page combines a Tasks board with Project Chat, and the action list page shows each open action with live counts.

Who can see facilitator briefs?

Only the provider team. Facilitator session briefs sit in the team workspace, which requires sign-in.

Which pages open without sign-in in the live demo?

The home page opens without sign-in. In the linked Site, the cohorts, actions, completion, review, files and onboarding pages and the team workspace require sign-in.

Can I add this template directly from the gallery?

The gallery provides previews and a live demo link. Adding a copy directly to your workspace from the gallery is not available yet.