Getting Started with CCH CPELink - Administrator On Boarding
| CPE Credit: |
1 hour for CPAs |
Are you a new subscriber to CCH CPELink and trying to figure out how to get started? Join us for a one-hour walk through of the system from an end-user perspective as well as for getting a handle on those administrative needs!
Publication Date: November 2020
Designed For
New Customers with a Subscription, Any Firm administrator looking for a refresher on admin functions
Learning Objectives
- Logging Into CCH CPELink
- Understanding the My Account and My Professional Profile areas
- How Staff Registers for Self-Study and Webinars based on Subscriptions
- How Staff can Retrieve Certificates
- Administrative Functions - How to Add/Remove Staff
- Administrative Functions - How to Assign Courses
- Administrative Functions - How to Register a Group for a Webinar
- Administrative Functions - How to Run Reports
- How to use Compliance Manager
- How to Create a Learning Ladder to Set Learning Requirements for Your Staff
- Where to find Help
Level
Overview
Instructional Method
Self-Study
Program Prerequisites
Username, Password and a Subscription to CCH CPELink.
Advance Preparation
None
