Welcome to the new Help Centre! ✨

You may have spotted our new and shiny company website - and that’s not all that’s changed! We now have dedicated Help Centres for each of our products to make it easier for you to find the right support. For a quick guide to what’s new and where to go, click here.

Software update: Wednesday 24th September 2025 7am - 7:30am

On Wednesday, we're updating EPortfolio & Engage, to introduce some improvements to existing features.
This update will require downtime.

Release notes can be found here for EPortfolio 
Release notes can be found here for Engage 



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Creating Providers and linking to Learners

  User Roles

This feature can be used by the following user roles:

  • Centre Manager
  • User Manager
  • Internal Quality Assurer with permission
  • Assessor with permission

  Permissions

Manage learner accounts

Follow the steps below to create a new Provider:

  1.  Click Centre
  2.  Click Look-up Tables
  3.  Click  Provider
  4.  Click Create Provider
  5.  Enter Provider name
  6.  Click Save

Once a Provider has been created, they can be linked to new learners at the time the account is created or at a later date by following the steps below:

  1. Click Users 
  2. Click Learner Episodes tab 
  3. Locate the learner
  4. Click Episode button 
  5. Scroll to Provider 
  6. Select Provider from the drop-down list 
  7. Click Save 


  Top Tip

If you're unable to see the correct Provider within the Provider drop-down list within the Episode tab, you can simply create a new one by clicking Manage Providers. Assessors with permission to manage their learners accounts, will also be able to see the option to Manage Providers.

T
Tracy is the author of this solution article.

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