As a Manager you can define user access to an active course either when activating the course or by editing the active course. Navigate to the Access tab where you can add users according to their role and permission level. 

There are three different permissions types you can assign to people - Learner, Facilitator and Coach.

Adding individual users

Adding people is easy. Simply select the permission type you want to add a person to and enter their email address. If they're already a learner or facilitator with your organisation they'll be added automatically, otherwise you'll just need to enter in their first and last name before continuing. 

Bulk uploading 

If you have multiple people to add you can use our import option. Simply: 

  • Select the permission type you want to add a person to e.g. facilitator, learner, coach. 
  • Select Import file
  • Download the template provided (you can also download the example for reference).
  • Fill in the First/Last names and email address fields for the people you want to add.
  • Save then upload the file. 

Note: Person ID and Read-only fields are not mandatory fields. You can fill these fields in if you want to populate the ID fields and set the Read-Only access for the learner/s.

Copying users from another course

If you want to add all learners, facilitators or coaches from another course, you can do this too by selecting copy from another course. You can copy from past, upcoming or current courses.

Account Status

Once you add a user to a course there will be a status against their account. There are five possible statuses, they are:

  • Will be added when course is activated (in green)
  • Added to course
  • Account creation pending
  • Invite sent
  • Invite accepted

Statuses are updated as follows:

When you add a user to a course that is an existing user, before course activation:
Will be added when course is activated (in green)
Then after you activate:
Added to course

When you add a user to a course that is an existing user, after activation:
Will be added when course is updated (in green)
Then after you update:
Added to course

When you add a new user to a course before OR after activation::
Account creation pending
Then after they create an account and log in:
Invite accepted

When you resend an email invite to ANY user with any existing status:
Invite sent
Then after they reset their password and log in again:
Invite accepted

Read only access

You can also choose to make the course read only, meaning learners will be able to access the course content but won't be able to complete any activities or submit assessments. You can do this by turning the read only toggle from NO to YES at the top of the Access tab.

Once you activate the course an email will be sent to everyone added to the course.

Other articles you may find useful

Add a coach to a learner
Peer evaluation
How to resend invitation email

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