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Peer accounts

Last updated on May 16, 2021 07:05:10 PM GMT

Read this article to know how to create and manage peer accounts in Captivate Prime.

Captivate Prime offers the ability to share purchased seats using the Peer account feature. With peer accounts in Captivate Prime, an administrator can share the purchased seats with the peer accounts that the administrator is associated with. In addition, the administrator who has initiated the sharing of seats can view the reports of the peer accounts.

Add a peer account

From the Administrator dashboard, click Settings > Peer Accounts.

From the upper-right corner click Add.

Create a peer account from the administrator dashboard — Create a peer account

In the Account Subdomain field, specify the sub domain with whom you want to establish a peer account.

Specify the sub domain for your peer account

Enter the email ID of the administrator who either accepts or rejects the peer account request.

Specify the number of seats you want to share with your peer. When you share seats with the peer account, the peer account goes into Active state with the received seats, or with the peer’s own purchased seats.

Note:

If you enter a number that is more than the available seats, the system displays a warning.

Select the check box if you want to view the enrollment reports and shared catalog reports of your peers.

Click Add to add the peer account.

Note:

If an administrator shares seats with a peer, the peer cannot share them with anyone else. However, the peer can separately purchase some seats and share them.

View reports associated with peer accounts

After you establish a peer account, you can plot reports for the peer accounts as well. As an administrator, if you initiate the peer account request, you can view the reports for the peer account.

If the peer also wants to view the administrator reports, then the peer has to send a separate peer account request to the administrator.

To know how to generate and view the shared catalogs for the peer account, see Viewing peer reports.

Deleting peer accounts

If you no longer wish to share seats or purchases with an account, you can delete the peer account.

From the Captivate Prime administrator app, click Settings > Peer Accounts.

Select the peer account or accounts that you want to delete.

Do one of the following:

Click Delete from the upper-right corner of the page.
Click the Delete icon next to the Peer account that you want to delete.

After a peer account is deleted, the received seats are no longer available. If the peer account had only received seats and no purchased seats, the account goes to an Inactive state.

User report for Peer accounts

The Administrator can view the user report of the peer account. The parent account admin can request to access the report and once the peer account admin accepts this, the parent admin will be able to view the number of registered users in the peer account and will be able to download the user report for peer account.