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This guide walks through turning a course into one that sends vendor access codes. Do this before students enroll or buy, if you can. Some settings lock after the first student has access.

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Where to go

  1. Open Program Dashboard → Courses.
  2. Open the course.
  3. Use the course sidebar:
Student access only appears after you choose Access from another provider or Both. Only program owners can edit it.

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Step 1: Choose a delivery model

In Course setup, pick how students get this course:
  • Lessons on FirstRespondersHub — no vendor codes
  • Access from another provider — codes or links only
  • Both — lessons here plus vendor access
Save. If you picked a provider option, Student access appears in the sidebar.
You can still edit the course after students enroll (title, lessons, price, codes, timing, and the student message).What you cannot change later is the delivery model (Lessons / Access from another provider / Both). That locks once any of these exist:
  • A student is enrolled in a program that includes this course
  • Someone has purchased the course on its own
  • The course already has an access-code delivery (even if it is still pending)
The picker still looks clickable. Saving a different model then fails. If you picked the wrong one, make a new course.

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Step 2: Complete Student access

Open Student access. The top of the page shows Setup progress. You want Ready to deliver (5 of 5). Work through the four tasks on the page.

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Provider and access details

  1. Enter Provider name. Example: Jones & Bartlett or American Heart Association.
  2. Choose Start from a vendor preset:
    • Jones & Bartlett (Navigate)
    • American Heart Association
    • Custom
  3. Review the fields. Each field is either:
    • Same for every student (you type it once)
    • One per student (it comes from imported codes)
You can add, rename, or reorder fields. For a full walkthrough of each preset, see Vendor presets.
After students have already received access, field types lock. You can still edit labels and the student message. You cannot change what kind of field it is (shared vs unique).

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Codes and shared information

  • For unique fields, click through to Access codes and import your list.
  • For shared fields, type the value on this page (course website, Course ID, approval number, and so on).
If March and June need different Course IDs, set a course default here, then override it on the cohort. See Different values per class.

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When students receive access

Set two rules if the course is used both ways:
  • When enrolled students receive access
  • When standalone purchasers receive access
Options are explained in When students get access.

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Student message

Write the steps a student should follow after they get their codes. This text shows:
  • In the student’s dashboard, under Instructions
  • In the access email, as plain text
You can use headings, lists, bold text, and links. Click Preview student email to see a sample with placeholder values.
You do not edit the email subject or the first sentence. Those are the same for every organization. You only write the instructions block.
Example student message (Jones & Bartlett):
  1. Go to the course website in your access details.
  2. Create or sign in to your Navigate account.
  3. Enter the Course ID, then enter your Access Code.
  4. If you get stuck, email our office. Do not share your code with anyone else.

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Step 3: Advanced operations (optional)

Open Advanced operations for refund and stock settings.

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After a refund, what happens to the codes?

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If the student already has their codes, can staff still refund?

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Stock alerts

You can email your team when you are about to run out:
  • Email when fewer than this many codes are left — example: email when fewer than 10 unused codes remain.
  • Email when codes would run out within this many days — example: you have 20 codes left and you have been using about 2 per day. That is about 10 days of stock. If you set this to 14, you get an email because 10 is less than 14.
See Activity and stock alerts.

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After setup

  1. Import codes if you have unique fields.
  2. Assign the course to a program offering and/or turn on standalone sale.
  3. Watch Pending deliveries as students enroll or buy.

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Who can do this

Only program owners can change Course setup and Student access. Instructors can still view pending deliveries and a student’s Access tab.