Overview
Adding people to courses, groups, forms and other objects on the platform can be done in multiple ways:
Invite by one or more users by email address
Send an invite link (with the proper settings)
Upload a CSV
GLOBAL ASSIGN
Go to the Global 'Assign' option in the left main menu bar to assign any role to a range of objects: groups, courses, forms, teams, or sites on the platform. The global area provides one centralized location for assignment as well as managing users, and handling pending invites with ease.
Below is a short step-by-step process to utilize this functionality:
Select the object to which you'd like to assign the users.
Select the role for these users (Participant, Editor, Admin etc.)
Add the People to Assign (via CSV, Email Address or from the System)
These people will show up on the right side as 'selected'
Click the 'Assign' People Button
Add an additional message to the invite/assignment email (if desired) and send.
There is a default email message that you can view and use as well.
Check a box to choose not to send an email invite for anyone who is already in the system. They will only receive a notification in their account.
Select Object (Group, Course, Etc.) and Role
Add People to Assign (Emails or CSV Upload)
Note: Assigning (or inviting) with email is the quickest flow. It takes the individual right into the course or group to which the admin has assigned them, as their email is already confirmed by the system once it is entered by the admin during the assignment process (CSV uploads are considered email invites).
Assign with a CSV Upload
You can invite up to 10,000 people at once using the CSV upload feature.
*Please note: CSV files should have only two columns (name, email) without a header/title row (just the full names and email addresses):
Assign to the Entire Learning Group
Quickly assign courses to an entire group, with the following steps:
Go to the 'Share' tab in any course editor
Make this course visible to the entire group by toggling the 'Assign to group' on.
Invite with Public Link
Participants can be invited to a group or course with a link, making it very easy to share widely within your company or in other ways.
Group Public Link:
Access this with the Global Assign (when available).
From global assign, click the 'link' icon below.
Then click the 'copy icon' and use as desired.
Note: In order for this to work for a course, its 'Public' page must be toggled on.
Access this from the settings tab of any course editor.
Toggle the 'Enable public course page' on (image currently shows toggled off).
Click Save in that section.
Managing Users with Global Assign
Easily see who is already assigned and manage them. Manage current users in each course, group or other object, either individually or with bulk actions:
Remove or delete users.
Re-assign users.
Check one or more user to perform a delete or assign action.
Bulk Actions: check more than one user to remove or assign to something else.
Pending Invitations
Review all users that have been assigned but have not yet accepted their invites.
Send a reminder to one or more users
Delete one or more users
