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Sharing Courses Across Accounts (Parent → Sub-Accounts)

Written by SN
Updated over 2 weeks ago

Summary

Course Sharing allows organizations with a parent–sub-account structure to centrally manage course content and distribute it to selected sub-accounts.

This ensures consistent training content across teams while allowing each sub-account to assign the course to trainees and track its own performance data.


What This Is

Course Sharing allows a parent account to share a course with one or more sub-accounts.

When a course is shared:

  • The course becomes available in the sub-account’s course library

  • It appears under All Courses

  • It is treated as published and ready to assign

  • Sub-account managers can assign it to trainees using the standard assignment flow

  • The course content is view-only in the sub-account

  • All edits remain controlled by the parent account

This works similarly to a read-only Google Doc: teams can use the content, but only the original owner can edit it.

If a sub-account needs to customize the course, they can duplicate it into their own account and edit the copy.


Who This Is For

Course Sharing is designed for organizations managing multiple accounts under a central parent account, such as:

  • Enterprise organizations with multiple business units

  • Regional teams managed by a central enablement team

  • Resellers or partners managing multiple customer accounts


Parent Account: Sharing a Course

Only users with Multi-Company Admin permissions in the parent account can share courses.

Step 1: Open Courses

  1. Go to Home → Courses

  2. Locate the course you want to share

Step 2: Open the Share Option

  1. Hover over the course card

  2. Click the ⋯ (three-dot menu)

  3. Select Share course with accounts (View-Only)

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Step 3: Select Sub-Accounts

  1. Choose the sub-accounts that should receive access

  2. Accounts that already have access will appear pre-selected

  3. Add or remove accounts as needed

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Step 4: Confirm

Click Save to complete the action.

A confirmation screen will show which accounts now have access.


What Happens When a Course Is Shared

When a course is shared with a sub-account:

image-20260312-145350.png
  • The course appears under All Courses

  • The course is automatically available for assignment

  • Managers can assign the course or make it available on demand

  • Availability dates and assignment rules work the same as any other course

  • The course appears in course filters and search results

  • Course content is view-only in the sub-account

  • All required role-play templates and dependencies are automatically included

Any edits made in the parent account automatically apply everywhere the course is shared.


Sub-Account Experience

In sub-accounts, shared courses appear alongside locally created courses.

Managers can:

  • Assign the course to trainees

  • Share the assignment via link

  • View the course overview

  • Track trainee performance and session activity

  • Duplicate the course to create an editable copy


Actions Available on Shared Courses

Managers in sub-accounts can still use:

  • Assign

  • Share with a link

  • Course overview

  • Duplicate (creates an editable version in the child account)


Actions Not Available in Sub-Accounts

The following actions are disabled for shared courses:

  • Editing the course

  • Changing the course publish state

  • Sharing the course with other accounts

  • Archiving the course

  • Upgrading the course with AI


Editing Shared Courses

Course editing is fully controlled by the parent account.

Any updates made in the parent account automatically update:

  • The original course

  • All sub-accounts where the course is shared

This ensures consistent training content across the organization.


What Happens When a Course Is Unshared

If the parent account removes access to a shared course:

  • The course is removed from the sub-account

  • The course can no longer be assigned or accessed

  • All related training sessions and progress data are hidden for that account

If the same course is shared again with the sub-account, the historical data will be shown again.


FAQ

Can sub-accounts edit shared courses?

  • No. Shared courses are view-only. To customize the course, you can duplicate it into your account and edit the copy.

Can sub-accounts assign shared courses to trainees?

  • Yes. Shared courses can be assigned using the normal assignment flow, including availability dates and on-demand assignments.

Can sub-accounts change whether the course is published?

  • No. Shared courses are automatically treated as published and assignable, and the publish state cannot be changed in the sub-account.

What happens if the parent account edits the course?

  • All changes automatically apply to every account where the course is shared.

Can shared courses include role plays?

  • Yes. Any required role-play templates are automatically included so the course functions correctly.

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