License Assignment and Management

License Assignment and Management

What is a license in METALFORM EDU?

A license gives end users access to the full METALFORM EDU library of content (800+ courses) for a specified period of time. After a manager has purchased a license(s) to a content library, that license is available to the manager to assign to a user for the length of time the license(s) is valid.

  1. Members can purchase 1, 3, 6 and 12-month licenses.
  2. Annual and 1-month licenses are available to non-members. 
A license must be assigned to an employee (user) for the employee to access any content. A valid license is also necessary for an employee to view their training history; managers can view employee training histories at all times.

Licenses are activated only once an employee logs in and redeems/activates them. In other words, the 1, 3, 6 or 12-month countdown only starts once the license is redeemed. Redeeming a license is done by clicking on a link provided by the employee's manager. 

Click here to see the METALFORM EDU Course Catalog, which shows the full list of courses included in each license.

Assigning Licenses


Important Note: You do not need to wait for your learners to activate their licenses to set up the content you wish for them to take. In fact, it is recommended that you set up a learning plan for them with courses and/or programs prior to them logging in and activating the licenses.

Assigning a learner a license has never been easier. Two options exist for assigning licenses to users:
  1. Having the user redeem the license on their own (self-redemption)
  2. Redeeming the license on behalf of the user

Self-Redemption of License

After purchasing a license(s):
  1. Go to Manage My Organization > Licenses Purchased (if you just bought the license, you will be automatically redirected to this page after the purchase).
  2. Click the  icon next to the license you wish to assign (that has remaining redemptions). This copies the license activation link.

  3. Send the learner an email with their username and password (if you just set them up in the system - if not, they can use their existing login info), and this link. 
    See suggested email language below.
  4. Your learner will then need to log into the system and then copy this URL into the browser URL bar, and then hit Enter.

  5. If done correctly, the following message will display for your learner.

This will automatically redeem the license for them. The license duration countdown (e.g. 1, 3, 6 or 12-months) starts from that point.

Sample Email Language to Learners with New Account

In order to get started with your training in METALFORM EDU, please do the following:
  1. Log in to the system at https://pma.metalformedu.org using the username and password below:
    1. Username: [insert username you assigned here]
    2. Password: [insert password you assigned here]
  2. After entering the above, you will be prompted to change your password.
  3. Once you have changed your password, click on the following URL: [copy redemption link here]. A notification should display, indicating that your license has been redeemed against your account.
  4. Get started with your learning by going to your dashboard, and clicking on the first course assigned to you.

Sample Email Language to Learners with Existing Account

In order to get started with your new training in METALFORM EDU, please do the following:
  1. Log in to the system at https://pma.metalformedu.org using your existing username and password.
  2. Once you have logged in, click on the following URL: [copy redemption link here]. A notification should display, indicating that your license has been redeemed against your account.
  3. Get started with your learning by going to your dashboard, and clicking on the first course assigned to you

Activating a License on a User's Behalf

If your learners do not have email or you wish to activate a license for them:
  1. For new learners, given that you will be setting up their username and password, you can log in as the user and activate the license for them using the process above. You can then give them access to log in on their own.
  2. You can provide them the activation link in writing.
  3. You can use the "login as" feature to activate the license on their behalf. See Reedeeming licenses on behalf of a learner.

Note that all activation links are constructed from the following:
  1. Prefix: https://pma-olmsw.dev.ethinksites.com/local/vouchers/redeem.php?vouchercode=
  2. Code=the code listed in the Code column on the Licenses Purchased page (e.g. ic9emynmtpumzwovz71mpn4m6bp4dird)

Re-assigning an Unused License to a Different Learner

Licenses can be re-assigned to a different employee if the employee has not yet logged in and clicked on the license activation URL you provided. Simply re-copy the URL For the available license from your Licenses Purchased page and provide it to a different learner.

Viewing the Status of All Licenses Purchased

  1. To see your current license usage:
  2. Log in to the system.
  3. Select Licenses Purchased or Licenses Redemptions from the Manage My Organization menu at the top of the page. For either choice, a report will display showing all licenses you have either purchased or redeemed, depending on which one you picked.  License Redemptions:
    1. Name
    2. Redemption date
    3. License type purchased
    4. Product
    5. Expiry date
      License Purchased shows:
    6. License type purchased
    7. Code
    8. Product
    9. # license purchased
    10. # licenses remaining
    11. Copy url to send to employee (two pages icon)

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