Managing Cohorts as a Cohort Manager User

The cohort manager role needs to be assigned to a user by an administrator. Instructions on how to assign a cohort manager, can be found in this guide.

The purpose of this article is to assist users who have been assigned as cohort managers to navigate the functions available to them. Cohort Managers can do the following:

View and Update Users

Manage User Requests to Join

Manage Licences

Run Reports

Manage Course Enrolments?

Approve Session Registrations?

View and Update Users

View Users:

A Cohort manager can view which users are assigned to the cohort via

Admin>User Management>Manage Cohorts

Update Users:

Cohort Managers can remove users from the cohort. 

1. Navigate to the Manage Cohorts page via Admin>User Management>Manage Cohorts
2. Click the arrow icon to open the cohort
3. Click the REMOVE USERS button
4. Select the user/s you wish to remove
5. Click the CONFIRM button

A cohort can be set up by an admin so that the cohort manager can invite users to join the cohort. If this setting has been applied to a cohort you manage, you can invite users either individually (inviting one user at a time) or in bulk.

Note: the user needs to accept the invitation before they will be added to the cohort.

Inviting a single user:

Inviting multiple users via a Bulk Invite:

Download an example file and make sure you stick with the formatting in this example template when adding the users you wish to invite. You can browse your files for the saved data, or drag and drop into the Upload box. Then press the Upload Invitations button.

Manage Update User requests to Join

A cohort can be set up by an admin to allow users to request to join. If this has been applied to a cohort you manage, users can submit a request to join your cohort and you can approve or deny this request. To manage these requests:

1. Navigate to the Manage Cohorts page via Admin>User Management>Manage Cohorts
2. Click the arrow icon to open the cohort
3. Click the MANAGE COHORT REQUESTS button
4. Click on either the APPROVE or DENY button

Manage Licences

Cohort managers can purchase licences in bulk and assign those licenses to users in their cohort.

1. Navigate to the Manage Cohorts page via Admin>User Management>Manage Cohorts
2. Click the arrow icon to open the cohort
3. Click the MANAGE LICENSES button

From here you can manage licenses for the selected cohort, including:

Assigning Licenses

Un-assigning Licenses

Purchase Licenses

A cohort manager can purchase content for their cohort in two different ways. For Live Learnings you need to purchase via Option 2.

Option 1:

Purchase licenses from the Manage Licenses page within the cohort by clicking on the button with 3 dots and selecting Purchase More:

This will take you to the checkout page with the cohort already applied to the purchase. You then needs to enter the quantity of licenses you wish to purchase, click the Apply button and then complete the purchase.

Option 2:

Purchase content for the cohort via the content itself. When purchasing this way, be sure to apply the purchase option Purchase for Cohort. Then as above, enter the quantity of licenses you wish to purchase, click the Apply button and then complete the purchase.

NOTE: Clicking the Apply button after entering the quantity of licenses is very important as this triggers the recalculation of the purchase total for the quantity entered. Otherwise it will only process the purchase for 1 license.

View License Order History