Add new learners to your academy

Add new learners to your academy

To add new learners to the academy, a user with Super Admin or Admin privileges can follow the steps below:


  1. Navigate to the Users tab in the left pane.
  2. Select the Learners tab.
  3. Click the Add Learners link at the top-right corner of the page.

Add individual learner


  1. Select the Invite individually tab.
  2. Specify the First name, Last name, and Email address.
  3. Select the particular Product type to invite learners based on the product.
  4. Select the required Product to invite learners to a specific product.
  5. Toggle the Advanced options button. The Access without payment option will be selected.



  6. Select the Set an expiration time for access option to invite learners if you want to set the expiration time for learners.
  7. Choose either Set access duration (in days) or Set access expiration date and enter the corresponding value.
Notes
Enable Create password for this learner's account if you would like to create a password for this learner's account. Once you have created a password, make sure to share it with the learner through your preferred communication channel to access the course. Please note that TrainerCentral will not share this password with your learner.

Add learners through bulk import


  1. Select the Invite in bulk tab.
  2. Click the Excel/CSV button and upload the Excel file with learners' details, such as First name, Last name, and Email address.
  3. Select the particular Product type.
  4. Select the required Product.
  5. Toggle the Advanced options button. The Access without payment option will be selected.



  6. Select the Set an expiration time for access option to invite learners if you want to set an expiration time for learners.
  7. Choose either Set access duration (in days) or Set access expiration date and enter the corresponding value.
  8. Click Import.
Once invited, the invited learners will be listed on the Learners page. You can search those records to obtain the appropriate learner record efficiently.

Apply Filters

Filters are a handy tool for quickly locating learners' records. You can also save frequently used filters for future convenience.


The following filters are available:
First name
Last name
Email address
Last login date
Academy enrollment date
Country
Learner's status in academy
Login status
Learner's status in course
Course completion percentage
Course enrollment date
Payment status

To apply filter

  1. Choose the filter option from the Choose filter.
  2. Select the desired combination of criteria.
  3. Click Apply Filter. The records that meet the criteria will be displayed.

To save  filter 

  1. Choose the filter option from the Choose filter.
  2. Select the desired combination of criteria.
  3. Click Save Filter to save it for future use. It will be saved in the Saved Filter.


To clear filter

Click the Clear Filter button to clear the selected combination.

To Hide filters

Click the Hide filters button to hide the selected combination.

To Show filters

Click the Show filters button to display the selected combination.

Send customized email



  1. Select the learners from the learners' list. The Invite to Course, Invite to Live Workshop, and Send Mail buttons will be displayed above the list.
  2. Click the Send email button to send the customized email to your learners. The email template will be displayed.
  3. Enter the mail content.
  4. Click the Send email button. The customized email will be sent to the selected learner.

Perform action

Once learners are added to the academy, you can perform certain actions like block, resend invitation, unblock user, and delete user.



Click the more icon under the Action column of the corresponding learner.
You can perform the following actions:
Block user: The learner will be blocked from accessing the course.
Resend invitation: You can resend the invitation.
Unblock user: The course will be accessible to the learner once the block is removed.
Delete user: You can remove the user from the academy.

Export Learner Details

You can download the learners' details in the Excel sheet. It will include learners' details, account creation date, IP address, last login date, number of enrolled courses, and more.



  1. Select the learner for whom you want to export the details.
  2. Click the More icon next to the Send email button.
  3. Select the Export Learner Details option. The Excel sheet will be downloaded.
Notes
The Excel sheet will also be emailed to you.

Export Course Progress

You can download the learners' course details in the Excel sheet. It will include learners' details, course/bundle ID, course/bundle completed date, completed percentage, and more.



  1. Select the learner for whom you want to export the details.
  2. Click the More icon next to the Send email button.
  3. Select the Export Course Progress option. The Excel sheet will be downloaded.
Notes
 The Excel sheet will also be emailed to you.

Edit learner information

After adding learners to your academy, admins can update their master field information directly from the learner profile. This helps keep learner records up to date without modifying the Master Form.

To edit learner information:

  1. Navigate to Users from the left menu.

  2. Click Learners and select a learner.

  3. Open the Learner info tab.

  4. Click Edit.

  5. Update the required master field values.

  6. Click Save. 

Your changes are saved and reflected in the learner's profile.