Skip to main content

User Guides


Publish an Institution-Paid Coursepack

An institution‑paid Coursepack is one where the instructor (or their institution) covers the cost, rather than the students.
When publishing a Coursepack under this payment method, the payment must be made upfront based on the estimated number of student enrolments.

The instructor may choose to pay directly or assign an administrative colleague from the same institution to complete the payment. Once payment is made at publishing, students can join the Coursepack for free using the enrolment link.

payment method: institution pay

If actual enrolment exceeds the initial estimate, additional students may still enrol, but they will only gain access to the Coursepack materials after payment for their seats has been completed.

To publish the Coursepack, go to the Coursepack page and click Settle Payment to Publish.

click settle payment to publish

fill in the settle institution payment form

Expected Enrolment Number

This number is used to calculate the upfront payment required when publishing the Coursepack. It does not limit how many students can enroll. If actual enrollment exceeds this estimate, the instructor can make an additional payment to grant materials access to those students. Please note that payments are non‑refundable, so provide the most accurate estimate possible.

expected enrollment number

Purchase Coursepack Material for Instructors/Collaborators

This option allows you to purchase educator copies of the Cases and Labs for Coursepack instructors and collaborators.

purchase items for instructor and collaborator

If you select Yes and click Next, you will be taken to a page where you can choose which items to purchase for each instructor or collaborator.

preselect based on the ownership of the item

You will see No preselected if the instructor has already purchased the cases and the licenses have not yet expired. You may select Yes if you wish to extend the license period. For any contents that have not yet been purchased, the option will default to Yes.

Click Next and you will see a cost summary calculated based on the expected number of students.

coursepack cost calculation

At the bottom of the page, you will find two options for designating who will settle the payment:

  • Self-Pay: Pay yourself using a credit card.
  • Select Payer: Choose an administrator from your institution to pay for the Coursepack on your behalf using a credit card.

two ways of settle payment

description of self-pay and select payer

If you choose an administrator to make the payment on your behalf, they will receive an email notification with the payment instructions. Your Coursepack status will then change to Pending Payment and remain that way until the payment is completed.

coursepack status changes to pending payment

Once payment is completed, the Coursepack status will update to Published, and the Coursepack is ready for student enrolment.

coursepack changes to published

If more students enroll than the expected number, they will not have access until the institution completes the additional payment.

To settle the additional payment, go to the Coursepack page and click Pay for additional enrolments.

pay for addtional enrollments

You will be taken to a page that displays the list of additional enrolments.

check addtional enrollments

For each student, you can either confirm their enrolment and purchase a seat for them, or you can choose to disenroll the student.

confirm attendance or disenroll

When ready, click Confirm attendance for additional Coursepack purchase. You will then see a cost summary for the additional items.

addtional cost calculation

As with the upfront payment you completed when publishing the Coursepack, you can either pay for the additional purchase yourself or assign another administrative colleague from your institution to make the payment.

similar process to choose payer and then proceed

Review payment summary and click Make Payment.

pay by credit card

Complete the credit card payment process.

credit card payment page

Once the payment is completed, you will see the confirmation message below along with your invoice number. The additional enrolled students will then gain access to the Coursepack items.

payment successful message

check student roster