Managing my users
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      2. Administrators
      3. Managing my users

      Enrolling Users in a Learning Plan

      Quickly add individuals, branches or groups to a learning plan—with an optional access window.

      Steps Overview

      1. Open the Learning Plans page
      2. Click Enrol Users
      3. Select users, branches or groups
      4. Set a validity period (Optional)
      5. Confirm enrolment
      6. Video Demo

      1. Open the Learning Plans Page
      • In the Admin menu (gear icon) → E-Learning → Learning Plans.

      2. Click Enrol Users
      • Hit the ➕ in the top-right and choose Enrol users.

      3. Select Users, Branches or Groups
      • In the slide-out panel, pick individual users, branches or groups.
      • You can also use the search field to find and select your branch.

      4. Set a Validity Period (Optional)
      • Toggle Enable enrolment validity period.
      • Define Start and End dates.
        • Note: Access expires at end date for this plan (and its courses); other plans remain unaffected.

      5. Confirm Enrolment
      • Click Confirm.
      • Learners are automatically enrolled in all courses within the plan.

      6. Vide Demo: