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.
After expanding the dropdown, select the "Dashboard" option to navigate to the "Training Dashboard" page.
After navigating to the Dashboard, you will be given a view of active training campaigns, active courses, and complete courses.
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 Course
To enroll a new user, click on the blue + to bring up the enrollment feature.
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.
Finally, the last step is to click Enroll.
The user(s) are now enrolled in this course.
Send Course Notification
Learn more about sending reminders for training modules by clicking here.Cancel Course
At any time, you can come in and click Cancel Course to delete the course.