Manage Group Leaders

Manage and add group leaders from within this page.
A group leader can track all students within the group, and view progress and completions.

1.

Start allocating your licences

Allocate licences to the users you would like to invite to study the course (including yourself!). 

 

 

2.

Employees Log In & Start Studying

When you allocate a licence, your staff will recieve an email inviting them to start studying the course. They are able to click the link, log in and get access to the course. 

3.

Track Employee Progress and monitor

You are able to track and monitor your employee progress from one place. View results, progress and completion rates along with printing out completion certificates. 

Manage Users

You do not have permission to manage groups.

How to use this page

1) How to add new users

Adding New Users

When you click the Users menu, you can choose between adding one user or adding multiple users.  If you select Add one, a form appears with two options:

  1. Add and invite user: Enter the user’s first name, last name, and email address to add them to a group.  Once you click the Add User button, an email is sent to the user. The user is added to the list of users in the group and they take up a seat in your group, and their status is set to Not Started.  If you add a user that already exists on the site, the system will automatically assign a key, add them to the group and send the Add and invite (existing user) email.  They then occupy a seat in the group just like a new user.
  2. Send enrollment key: Enter the user’s first name, last name, and email address to send them the Send enrollment key email.  Once that user registers and redeems that key, they take up a seat in the group, are enrolled in the group, and can begin group courses. Setting a password here does allow users without a valid email address to be created. Simply use a placeholder email address and password and this account information can be provided to a student to sign in.
2) How to remove users from groups

Removing Users from Groups

To remove users from a group, select the users you would like to remove from the Enrolled User list, and a Remove User(s)  button will appear. Click on the Remove User(s) button. You will be prompted to confirm your action.

Users are only able to be removed before they have enrolled and begun their courses.  Once a learner has begun completing the courses that are available in the group, or if they have completed all of the courses and their status is set to Completed, it will no longer be possible to remove them from the group.

3) Resetting user passwords

Resetting User Passwords

To generate WordPress password reset emails for users that may have forgotten their passwords, select the user(s) from the list, and a Send password reset button will appear.  Click Send password reset and the user will be emailed a link to reset their password.

4) Bulk adding users

Adding Users in Bulk

Users can be added in bulk by clicking Users > Add multiple, or by clicking Users > Upload Users and uploading a CSV file.

The Upload Users form has options similar to those described above, with one major difference.  When uploading a CSV file, you can choose not to send an email to the list of users you are uploading. You might want to do this if you plan to distribute enrollment keys to your users in some other way.

For the bulk upload to work properly, a CSV file formatted with the following column order and headings must be used: user_email; user_pass; first_name; last_name.  CSV files that have incorrect formatting of email addresses, column names, etc will not be uploaded.

If the user_pass cells are blank, a random password will be used, but the column heading should still be included. A column for “username” can optionally be included as the first column but is not required; if it exists but is left blank, username will default to the email address.

If you click Users > Add multiple,  the Bulk Add & Invite Users form appears.

Users added to this form will receive an email. The users are added to the list of users in the group and they take up a seat in your group, and their status is set to Not Started

5) Downloading group keys

Downloading Group Keys

To download a full list of enrollment keys to be used for manual tracking, reporting, and distribution, simply click Users > Download Keys (see Fig. 2 above) and you will begin downloading a CSV file.  This list is the current list of unassigned keys for that group.  This list is updated when the number of seats is initially set for the group and when additional users and seats are added or removed from the Group.

6) Adding additional group leaders

Adding Additional Group Leaders

The lower section of the Group Management page is your Group Leaders list, and this list also has buttons located above it for adding, or sometimes removing, Group Leaders.  Similar to the Enrolled Users list, the Group Leaders list displays the current Group Leaders by first name, last name, and email.

Adding more Group Leaders to your Group is even easier than adding users.  Click the Add Group Leader button. Fill out the first name, last name, and email address of the person you would like to add. If you enter the email address of an existing user, the form will not alter the First Name and Last Name fields of that user, but will add them as a Group Leader, and send them a welcome email. If the user you added as Group Leader is new, they will be sent an email welcoming them to the site and the Group.

7) Removing group leaders

Removing Group Leaders

To remove a Group Leader, select the users you would like to remove from the Group Leaders list, and a Remove Group Leaders(s)  button will appear. Click on the Remove Group Leaders(s) button. You will be prompted to confirm your action.

Group Leaders cannot remove themselves from the Group Leaders list. This must be done by another Group Leader.

8) Increase the number of seats

Adding Seats

Clicking Add Seats will take you back to the cart page to increase the number of seats in the group. When the order is completed, the additional seats are added to the group.

Please note that seats cannot be removed from a group and individual seats cannot be refunded.