Token Accounts & Packages

Token payments provide an alternative to online payments for course enrollments. With this payment type, course enrollment is paid for with tokens vs. direct online payment.  Token packages can be associated with a learner directly or with an organization.

To enable learners to pay for courses with tokens, you can either add tokens directly to their user accounts, or set up token packages for their organization, which they can buy, consisting of a number of tokens charged at a particular cost. For each organization you can set up multiple token packages with different costs.

An alternative to token packages is a one-time token payment for specific courses or sessions.  For additional information, please see 

Create and Manage Token Accounts

Create a New Token Account

1. Go to Manage Center > Learning > Payment Manager > Organization Token Accounts.
2. Click + Create new token account.
3. Enter a name for the account in the Account Name field.
4. Click + Create Token Value.
5. Enter a value in the Token Value field and, if applicable, an Expiry Date.
6. Repeat steps 3 and 4 to add more token values, if required.
7. Click Save.

To delete token account values, click the checkbox for one or more of the values and then select Delete in the Bulk Action menu.

Set Permissions for a Token Account

Locate the appropriate account on the Organization Token Accounts page.  Click the action menu and select Permission.

• Read-only allows the user to view the account.
• Unrestricted additionally allows the user to update, delete and set permissions for the account.

Delete Token Accounts

There are two options for deleting token accounts:

• To delete a single account, locate the appropriate account on the Organization Token Accounts page. Click the action menu and select Delete.
• To delete multiple accounts, click the checkbox for the appropriate accounts and select Delete from the Bulk Action menu.

Associate a Token Account with an Organization

To use an organization token account you must first link it to an organization. 

1. Go to Manage Center >  Users > Group and Organization > Organization Maintenance.
2. Right-click on appropriate organization and select Edit.
3. In the Enrollment & Payment section, select the token account to associate with the organization.
4. Click Save.

Associating a token account with a parent organization does not automatically associate it with that organization's child organizations.

Manage Token Packages

Tokens can be grouped in packages to be sold to learners, and can have different pricing options. When learners buy a package, the tokens in it are transferred to their organization's account.

Create a New Token Package

1. Go to Manage Center > Learning > Payment Manager > Token Packages.
2. Click + Create Token Package.
3. Enter the token package details. Use the table below for guidance:

4. Click Save. 

Set Token Package Permissions

You can set permissions on saved token packages.  Locate the appropriate package on the Token Packages page and open it for editing.  Configure the permissions fields:

• Read-only allows the user to view and purchase the token package.
• Unrestricted additionally allows the user to update, delete and set permissions for the token package.

Delete Token Packages

To delete a token package, locate the appropriate package on the Token Packages page. Click the action menu and select Delete.

Add Tokens to a User's Token Account

You can add tokens to user accounts to enable them to enroll in courses that have been configured to accept token payments. You can also update users' token amounts to increase or decrease the balance as required. 

1. Go to Manage Center > Users > User Manager > Users and select the appropriate user.
2. Click Token Account.
3. If the user has no tokens, enter the value in the Token Value field. To adjust the tokens in an existing balance, input the New Token Value to add or remove them.
4. Enter the Expiry Date for the tokens, if required.
5. Click Adjust/add tokens.