Delegated/Firm Administrator for CCH CPELink

Adding Staff Members to a Firm Account

Create an account for new staff/new users

Updating a Staff Member's Role in CCH CPELink

Where to find the options to update the administrative rights of a staff member

Assigning Available Firm Passes

Setting up staff members with available firm passes in CCH CPELink

Managing a Bulk Hour Subscription

Using the enable open access or allocate hours options

Register Staff as a Remote Group for Webinars

Assigning webinars for multiple staff who will be all be attending remotely in separate locations

Register Multiple Staff in a Self-Study Course

Assigning on-demand courses for multiple staff

Register a Group for a Webinar (In-Person attendance)

Assigning multiple staff to a webinar where everyone will be in the same physical location

Group Webinar (In-Person) - Taking Attendance

How a "Main Contact" can submit attendance for those staff that attended in the same location

Learning Ladders - Setting Up

Create organization-specific CPE requirements

Learning Ladders - Monitoring Progress

Keep track of Staff Progress of a Learning Ladder

CPELink FAQs – Admin Management Update

Upcoming update to Firm Management Administration in CCH CPELink (self-provisioning)

Adding an External Course to Compliance Manager

Creating a training record for content taken outside of CCH CPELink