Managing Learners

View, organize, and manage your learner base.

Learner Dashboard

Go to Learners in the main navigation to see all users across your organization.

Learner List

The list shows:

• Name and email
• Enrollment count
• Last active date
• Overall progress

Filtering Learners

Use filters to find specific learners:

• Status — Active, inactive, completed
• Course — Enrolled in specific course
• Group — Team, department, cohort
• Date Range — Enrolled within time period

Searching

Type in the search bar to find learners by:

• Name
• Email
• Custom fields

Viewing a Learner Profile

Click any learner to see their profile:

Overview Tab

• Account creation date
• Total courses enrolled
• Courses completed
• Certificates earned
• Last login

Courses Tab

• All enrolled courses
• Progress per course
• Quiz scores
• Completion dates

Activity Tab

• Recent actions (logins, lessons viewed, quizzes taken)
• Timeline of learning activity

Enrolling Learners

Single Enrollment

1. Go to the course → Learners tab
2. Click + Enroll Learner
3. Search for an existing user or enter new email
4. Click Enroll

Bulk Enrollment

1. Go to the course → Learners tab
2. Click Bulk Enroll
3. Paste emails (one per line) or upload CSV
4. Click Enroll All

Learner Groups

Organize learners into groups for easier management.

Creating a Group

1. Go to Learners → Groups
2. Click + New Group
3. Enter group name (e.g., "Marketing Team")
4. Click Create

Adding Learners to Groups

1. Select learners (checkboxes)
2. Click Actions → Add to Group
3. Select the group
4. Click Add

Enrolling a Group in a Course

1. Go to the course → Learners tab
2. Click + Enroll Group
3. Select the group
4. Click Enroll

All current and future group members are enrolled.

Removing Learners

Remove from Course

1. Go to course → Learners
2. Find the learner
3. Click ⋮ → Remove from Course
4. Confirm

Progress is preserved if you re-enroll them later.

Deactivate Account

Prevent a learner from accessing any content.

1. Go to Learners
2. Click on the learner
3. Click Deactivate Account
4. Confirm

Deactivated accounts:

• Cannot log in
• Retain data (can reactivate)
• Don't count toward limits

Delete Account

Permanently remove a learner and all their data.

1. Deactivate the account first
2. Go to Settings → Deactivated Users
3. Find the user → Delete Permanently
4. Type their email to confirm

Warning: This cannot be undone.

Custom Fields

Add custom data to learner profiles.

Creating Custom Fields

1. Go to Settings → Learner Fields
2. Click + Add Field
3. Configure:
   • Field name (e.g., "Department")
   • Field type (text, dropdown, date)
   • Required or optional
4. Click Save

Custom fields appear on learner profiles and in CSV exports.

Notifications

Manual Notifications

Send a message to learners.

1. Select learners (checkboxes) or filter to a group
2. Click Actions → Send Notification
3. Write your message
4. Click Send

Automated Notifications

Configure automatic emails:

• Welcome email on enrollment
• Reminder if inactive for X days
• Congratulations on completion
• Certificate delivery

Go to Settings → Notifications to customize.

Related: Progress Tracking | Certificates