TaleoCert
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Getting started

Accounts, portals and sign-in, plus the demo data used in these screenshots.

The five portals

Everyone signs in at TaleoCert, and each role lands in its own workspace. They are all views of the same records: a request a company sends is the request the trainer accepts, the agreement both sign and the training certificates are issued against.

PortalForAddressNavigation
Trainer portalIndependent and corporate trainersdashboard.taleocert.comLeft sidebar
Corporate portalCompany L&D / HR admins and their employeescorporate.taleocert.comTop bar
Learner portalIndividual professionals and studentsclient.taleocert.comLeft sidebar
College portalCollege and institute adminstaleocert.com/collegeLeft sidebar
Admin panelThe TaleoCert teamtaleocert.com/adminLeft sidebar
Each portal has its own sign-in page that explains what the workspace does. This is the trainer sign-in.
Each portal has its own sign-in page that explains what the workspace does. This is the trainer sign-in.
Each portal has its own sign-in page that explains what the workspace does. This is the trainer sign-in.
The corporate sign-in: same structure, different audience.
The corporate sign-in: same structure, different audience.
The corporate sign-in: same structure, different audience.

Create an account

As a trainer

  1. 1
    Open Join as a trainer
    From the homepage choose Trainers › Join, or go to taleocert.com/signup.
    Trainer sign-up runs in four steps: Account, Profile, Expertise, Done.
    Trainer sign-up runs in four steps: Account, Profile, Expertise, Done.
    Trainer sign-up runs in four steps: Account, Profile, Expertise, Done.
  2. 2
    Create your account
    Enter your full name, work email and a password of at least 8 characters with letters, numbers and mixed case.
  3. 3
    Fill in your profile and expertise
    Add your title, location and experience, then pick the training categories you teach. You can change all of this later from Profile.
  4. 4
    Get verified
    Your workspace opens straight away but stays soft-locked until an admin approves you. See Profile & verification.

As a company

  1. 1
    Register your company
    Choose Corporates › Register on the homepage or open taleocert.com/join/company. Use your work email: free consumer domains such as Gmail or Outlook are refused.
    Step 1 of client registration: company name, your name, work email, phone, job title and password.
    Step 1 of client registration: company name, your name, work email, phone, job title and password.
    Step 1 of client registration: company name, your name, work email, phone, job title and password.
  2. 2
    Verify your email
    Click the link we email you. Registration continues from where you left off.
  3. 3
    Add your organisation profile
    Legal name, industry, size, website, address and the technologies your teams use.
  4. 4
    Sign the MSA and NDA and add tax details
    Read the Master Services Agreement and mutual NDA summaries, tick both and type your name to sign. Add your GSTIN/PAN (India) or VAT/Tax ID, and your billing preference. Your portal unlocks when this step is done.
    Step 3, Compliance: agreements, e-signature, and tax & billing details.
    Step 3, Compliance: agreements, e-signature, and tax & billing details.
    Step 3, Compliance: agreements, e-signature, and tax & billing details.

As an individual learner

Open taleocert.com/join, choose I'm a learner, and create a free account. If you are buying for a team, choose I represent a company instead, which takes you to company registration.

Learner sign-up. One form, free, no card needed.
Learner sign-up. One form, free, no card needed.
Learner sign-up. One form, free, no card needed.

As a college

College portals are set up by the TaleoCert team. Use Talk to us on the homepage and an admin will create your institute and your admin login.

Sign in, sign out and reset your password

  • Sign in from your portal's address or from Log in on the homepage, which asks which portal you need.
  • Forgot your password? Choose Forgot password? on any sign-in page, enter your email and follow the link. It is valid for 60 minutes.
  • Change your password any time from Settings › Account (trainer) or My account (other portals).
  • Sessions last 30 days. When one expires you are returned to sign-in, not shown an error.
  • Sign out from the bottom of the sidebar, or from the account menu in the corporate portal.
Password reset works the same for every portal.
Password reset works the same for every portal.
Password reset works the same for every portal.

About the screenshots (demo data)

Every screenshot in this documentation was taken from a demo environment filled with fictional, fully linked data. No real customer appears. You will see the same people throughout:

PersonaRoleUsed in
Aarav SharmaVerified trainer: leadership & agile coachTrainer portal
Kabir MalhotraTrainer awaiting verificationThe locked, unverified workspace
Ritu Bansal, Zenith TechnologiesCorporate L&D head with 10 employeesCorporate portal
Sameer Joshi, Orbit Financial ServicesSecond corporate clientAgreements and requests
Pooja Arora, Nova Retail VenturesCompany part-way through registrationRegistration step 3
Karan MehtaIndividual learnerLearner portal
Dr. Meenakshi Pillai, Demo Institute of TechnologyCollege admin with 10 studentsCollege portal
Demo Super AdminPlatform administratorAdmin panel
Note.Want a guided demo with these accounts? Contact the TaleoCert team and we will give you access.

Something not covered? Talk to us or open a ticket from Help & support in your portal.