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Viewing and Managing Learners

Learn how to find any learner in Arist, review their profile and delivery details, and manage their enrollments from one place.

Platform access level: Org Admins, Managers, and Distributors (anyone who delivers courses).


Use the Learners page to add learners, update their profiles, organize them into cohorts, and manage their course enrollments. Org Admins can also review learner and cohort changes from the Activity tab.


1. Finding a learner on the Learners page

Select Learners in the sidebar under People.

the Learners page open on the All learners tab with the sidebar expanded and Learners under PEOPLE circled, the All learners, Cohorts, and Activity tabs, Download and Add learners top right, the search box with the plus Filter button beside it, a count of 34 learners, and the Name, Cohorts, and Platforms columns over seven learner rows

The All learners tab lists each learner’s name, cohorts, and delivery platforms. From this page:

  • Search by name or select + Filter to filter by delivery method or cohort.

  • Select Download to export the matching learners and their profile fields, delivery addresses, cohorts, and metadata as a CSV.

  • Select Add learners to enter one learner manually or upload a file.

  • Open a learner’s row menu to Analyze, Edit, or Delete them.

Select Cohorts to create and manage learner groups. See Managing Cohorts for the complete process.

The page reflects the team selected at the top of the sidebar, including for Org Admins. Select the Default team to see every learner in the organization. Enrollment actions remain scoped to one team at a time, as explained in Scheduling and Delivering Courses.

Try it: Search for your own name and open your profile.

Reviewing activity across your organization

Org Admins can select Activity to review recorded learner and cohort changes across the organization. Use Date to choose a range. Entries are grouped under Today, Yesterday, This week, and Earlier.

Note: The feed shows recorded actions. Earlier changes may not appear.


2. Adding learners to your organization

Org Admins and Managers can select Add learners to enter one learner manually or upload a file. You can also choose a team and cohort for the new learners.

the Add learners panel open over the Learners page on its first step, with How do you want to add them? offering Enter manually and Upload CSV (circled), the Team select, the Also add to cohort select, and Cancel and Continue

The Default team is not a team option. Leaving Team empty adds the learners to the organization without assigning another team.

Enter one learner manually

Select Enter manually, choose the team and cohort when needed, and select Continue. Enter the learner’s Account email first.

the Details step of Add learners titled Add a new learner, with the Account email field circled and filled with a new example address, then First name, Last name, Address type set to SMS, and Address (phone number)
  • If the email is new, enter the learner’s details and a delivery address, then select Add learner.

  • If it belongs to an existing learner or another user in the organization, Arist uses that record instead of creating a duplicate.

  • If the delivery address belongs to someone else, open that person’s record to update it.

When account emails are optional for your organization, select Continue without an email to add a learner without one.

Upload a learner file

Select Upload CSV, choose the team and cohort when needed, and select Continue.

the Choose file step of Add learners, with the Add learners, Choose file, Preview, Map columns, and Import steps across the top, the upload area reading Allowed file types are csv, xlsx and File size limit is 50 MB, and Download a template CSV file circled
  1. Upload a CSV or Excel file up to 50 MB. You can download a template containing the expected columns.

  2. Confirm whether the first row contains column names.

  3. Map each column to a learner field or existing metadata field. Unmapped columns are ignored.

  4. Review the import results and correct any failed rows.

  5. Select Finish.

Arist matches learners by account email first and then by delivery address. Matching rows update the existing learner. Imported names, timezone, and language replace the existing values, while new delivery addresses are added.

A delivery address already assigned to someone else causes that row to fail. An import can succeed for some rows while reporting errors for others.

Successfully imported learners remain selected when you are viewing the Default team or the team they were added to. Otherwise, the list reloads without selecting them.

Your organization may allow existing learners to be matched by account email without a delivery-address column. See Managing Organization Settings for the requirements.


3. Selecting and acting on multiple learners

Select the checkbox next to one or more rows on the Learners page to act on them together.

the Learners page with 3 rows checkbox-selected and the bar at the bottom reading 3 learners selected, the Select all 33 learners across all pages link, Bulk edit, Add to cohort, and the three-dot More actions button circled with its menu open on Create cohort and Delete, and the X that clears the selection

The selection bar shows how many learners are selected. Select Select all … learners across all pages to include every learner matching the current search and filters.

Moving between pages preserves the selection. Changing the search, filters, or sort order clears it.

From the selection bar:

  • Select Bulk edit to update metadata.

  • Select Add to cohort to add the learners to an existing cohort.

  • Open the three-dot menu to Create cohort or Delete the learners.

  • From the Default team, Org Admins can also select Create team to create a team from the selection.

  • From another team, select Remove from team to remove the learners from that team.

Important: Remove from team keeps the learners in Arist and excludes them from rejoining that team through its rules. Delete removes them from your organization. Review the confirmation carefully before continuing.

To restore an excluded learner, open Team settings > Learners and select Excluded only. See Managing Team Settings.

Deleting more than 50 learners runs in the background and displays its progress and any failures.

Create a cohort from the Learners page

You can create a cohort directly from the learners you select.

the Create cohort dialog open over the Learners page with 3 learners still selected behind it, the Name field filled in with Field Sales Follow-up 2026-10-01, the optional Preferred timezone select, and Cancel and Create cohort circled
  1. Open Learners in the sidebar and select the All learners tab.

  2. Use search or filters to find the learners you want.

  3. Select the checkbox beside each learner. To include every matching learner across pages, select Select all … learners across all pages on the selection bar.

  4. Open the three-dot More actions menu on the bar and select Create cohort.

  5. Enter a Name that isn’t already used by another cohort in your organization.

  6. Optionally choose a Preferred timezone.

  7. Select Create cohort to confirm.

Your new cohort contains the selected learners. Open the Cohorts tab to find and manage it.

If you’ve just uploaded learners, successfully imported learners remain selected when you finish the import, so you can start at step 4. This applies when you’re working in the Default team or imported the learners into the team you’re currently viewing.

For timezone behavior and ongoing cohort management, see Managing Cohorts.


4. Editing metadata for a whole selection

Select Bulk edit to change metadata for up to 1,000 selected learners.

For each field, choose:

  • Leave unchanged: Preserve the current values.

  • Set to…: Give every selected learner the same value.

  • Clear: Remove the value from every selected learner.

Arist summarizes the existing values as All match, No values, Mixed, or a count such as 3 values. Select Save after setting or clearing at least one field.

A selection across all pages includes every learner matching the current search and filters. For larger groups, filter the list and edit up to 1,000 learners at a time.

Important: Changing metadata used by a team or cohort rule can move learners into or out of that group. Review its rules first. See Managing Cohorts.


5. Reviewing the learner profile

Select a learner to open their profile.

a demo learner's profile with Learners as the only entry under PEOPLE, showing Profile with Edit, Account details, Delivery addresses with an email address marked Inactive, Cohorts enrolled in, Enrollments with Enroll and the Enrollments and Queues tabs, and the Activity section with its Filter

A learner’s profile includes:

  • Account details: Name, account email, timezone, language, delivery preference, and external user ID.

  • Delivery addresses: The addresses available for course delivery.

  • Cohorts enrolled in: The cohorts that include the learner.

  • Enrollments: The learner’s current and previous course enrollments.

Each delivery address has its own connection state. This is separate from whether the organization has enabled that delivery method, so check both when investigating missing messages.

An opt-out applies to the sending address used for an enrollment. It does not necessarily prevent the learner from receiving future content through another address.

Reviewing activity

Scroll to Activity to review recorded imports, metadata updates, team membership changes, and other events involving the learner. Filter by date or event type.

The history can include events from before the learner joined your team.

Note: Older activity may be incomplete.


6. Updating learner details and team membership

Select Edit to update the learner’s account details, delivery addresses, metadata, and team membership. Check the delivery address and connection state first when a learner stops receiving lessons.

the Edit learner panel open over the learner profile, showing the Account details fields First name, Last name, Account email, Timezone, Language, Preferred delivery method, and External user ID, with the Language field circled and Cancel and Save at the bottom

The Language field determines which version of a multilingual course the learner receives. When the preferred regional variant is unavailable, Arist can use the broader language, such as French instead of French (Canada). Otherwise, the course’s default language is used.

Org Admins and Managers can change this field directly. It can also be set through an import, survey logic, or automation.

When the learner has compatible active enrollments, saving a new language opens Update enrollments too? Select Update enrollments to switch them from the next message or Keep current languages to change only the profile preference.

Learners can change one enrollment’s language from Manage enrollment in Arist Messenger when learner-managed enrollments are enabled. See Managing Organization Settings.

Metadata can be used by team rules, cohort rules, and automations. See Setting Up Automations.

Changing team membership

Select Edit and use Teams to change the learner’s team membership. To move them, deselect the current team, select the destination, and select Save.

The field lists the teams you can manage. The Default team is not selectable because it provides organization-wide visibility.

Removing a team here also keeps that team's rules from adding the learner again. See Managing Team Settings for team rules and excluded learners.


7. Managing the learner's enrollments

The Enrollments section lists the learner’s current, completed, and cancelled course enrollments.

  • Review the course, delivery address, dates, and status. See Understanding Enrollment Statuses for status guidance.

  • Select Enroll to add the learner to another course.

  • Open an enrollment’s row menu to manage it. Available actions depend on its current status and can include Start, Pause, Resume, Prioritize, Resend, Rewind, Re-enroll, Change language, Revoke link, Send opt-out notification, Cancel, and Complete.

The Change language action affects only that enrollment and takes effect from its next message.

Enrollment actions follow the team you are currently viewing, including for Org Admins. If an action fails because the learner belongs to another team, switch to one of their teams or the Default team.

Revoking an enrollment link

If an enrollment link reaches the wrong person, open the enrollment’s row menu and select Revoke link, then confirm.

Arist replaces the link without notifying the learner. Select Resend to send the replacement.

Important: Revoking a link cannot be undone.


8. Checking delivery for one enrollment

Open an enrollment to see exactly what the learner has received.

an enrollment's detail page showing Enrollment details, Course progress, and the Messages log with the Resend last message button

Select Manage from an enrollment’s row menu to open its details.

The page includes its delivery method, delivery time, timezone, course progress, and message history. Use the message log to confirm what was sent and select Resend last message when needed.


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Note: Need help at any point? Reach out to your Arist Customer Success contact, or email support@arist.com.

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