How to manually enroll users in a course

Want to add more users to a course after it has launched? Follow the steps below!

Step 1: Navigating to the Training Dashboard

If you aren't already at the home screen of the client portal, start by navigating to the home screen.

Once here, we need to get into the Training Dashboard. This can be done by expanding the 'Training" dropdown in the sidebar. Screen Shot 2023-02-16 at 12.58.15 PM

After expanding the dropdown, select the "Dashboard" option to navigate to the "Training Dashboard" page.

Screen Shot 2023-02-16 at 1.08.31 PM

After navigating to the Dashboard, you will be given a view of active training campaigns, active courses, and complete courses. Screen Shot 2023-02-16 at 1.06.00 PM

Step 2:  Enrolling one or many user(s) in a course

Start by hovering over your active course to see the course management options. 

You will see three options for managing the active course. The important option in this case is the '+' icon labeled 'Enroll User in Course.'

Enroll User in CourseScreen Shot 2022-12-14 at 11.39.28 AM copy 2

To enroll a new user, click on the blue + to bring up the enrollment feature. 

Screen Shot 2022-12-14 at 11.44.45 AM
Click on Select One or More Users to bring up the list of users on the platform who are not already enrolled in this course. Once there, select the user you'd like to add. 

After selecting the user, you have the option to select whether or not you'd like to send a training notification immediately. 
Screen Shot 2022-12-14 at 11.45.07 AMFinally, the last step is to click Enroll
Screen Shot 2022-12-14 at 11.45.07 AM copy
The user(s) are now enrolled in this course. 
Send Course Notification

Screen Shot 2022-12-14 at 11.39.28 AM copy 4

Learn more about sending reminders for training modules by clicking here.

Cancel Course

Screen Shot 2022-12-14 at 11.39.28 AM copy

At any time, you can come in and click Cancel Course to delete the course.