Guidance for Seat Managers
How to bulk enroll users
- Login to your dashboard
- Click on 'Manage seats'
- Go to 'Bulk actions' > 'Add & enroll members'
- Click on the 'Download the excel template here' link
- Fill in the user details (username and email) in Excel. There is also an option of adding the User password when bulk adding and enrolling users.
Please note: Do not alter the fields or add additional ones. Username and email are required (for "username," you can add a name and surname).
Clear Formatting: In the case of copy-paste, keep in mind to copy the cells without any formatting, and since you will be adding emails, make sure they are not added as links
Ctrl+Shift+V for Windows or Command+Shift+V for Mac would help to clear formatting when copy-pasting. - When the Excel file is ready, save it to your computer and click 'Upload file' on your dashboard.
- Tick 'Send enrollment email' if you would like users to receive a notification from the platform.
If you prefer to send them your own email leave this unchecked. - Press 'Add & enroll members'
Your users will now be able to login and take the course.
Remember, if you unchecked the enrollment email box to send your users an email with a link to http://elearning.activebystander.com/start.
If you opted to set passwords in the spreadsheet please provide them to each user individually.
How to enroll individual users
- Login to your Dashboard
- Click on 'Add member'
- Add username (Firstname Surname)
- Add user email
- Click 'Enroll user'
- Tick 'Add to seat'
- Select the course from the product dropdown
- Click 'Add user'
- The user will receive an automated email letting them know they have been enrolled. We would recommend sending a separate email letting them know to expect this and to check their spam if they haven't received it.
Reporting
- Go to your Dashboard
- Click on 'User progess' under Reports
- Use filters to search or click 'Export' to download a report
