Adding learners to your portal will allow them to participate in your portal's experiences and complete projects within.
General
Adding learners
There are several different methods to bring learners into your portal and you can choose any combination of them, so be sure to pick the best ones that meet your needs.
Invitations - often the easiest way to bring in a small amount of learners at any given time is simply be email invitation.
Member requests - learners request access to your portal on their own while you manage the requests and approve or decline who gets let in.
Single sign on - if your institution has a centralized authentication platform it is already using, you may integrate it with your portal to allow your learners to simply join your portal via this integration and get started as quickly as possible.
Hoisting
When a learner joins an experience or a team inside your portal, they will automatically be added to the portal itself.
Roles
Learners within your portal are not given a role. Every learner is treated identically with the same permissions.
Managing learners
Once learners have joined your portal, you will be able to track their activity and further manage their access to your portal.
You can view a learner's activity
You can create notes on a learner
You can direct message a learner
You can remove a learner from the portal
How To
Add learners via invite
You can invite a learner to join your portal with these steps:
Click "Learners" below the "Portal" group in the main navigation.
Click on the "+ Invite" button
Now simply fill in the email or emails of those you want to have join your portal. The invitees will receive an email with instructions on how to accept the invite.
View learner invites
If you want to view all existing invites issued to learners for your portal:
Click "Learners" below the "Portal" group in the main navigation.
Click on the "Invites" tab
Delete a pending invite
If you want to cancel or delete a pending invite for a learner to your portal:
Click "Learners" below the "Portal" group in the main navigation.
Click on the "Invites" tab
Click on the delete icon next to the invite you want to delete
Enable learner member requests
To allow learners outside of your portal to request to become members of it:
Click "Settings" below the "Portal" group in the main navigation.
Click on "Learners" below the "Members" group of the available settings
Check the "Enable learner member requests" option
Click "Submit" to save this setting
Set learner member request questions
You can add custom questions that learners must answer as part of their member request by following these steps:
Click "Settings" below the "Portal" group in the main navigation.
Click on "Learners" below the "Members" group of the available settings
Check the "Enable learner membership question set" option
Add any question you want to have answered
Click "Submit" to save this setting
When editing existing questions, note that any answers already provided to a particular question will still be connected to the question even after it is modified and may appears as improper answers if the question is significantly modified in meaning. If you are heavily editing a question, it is recommended to delete it and create a new question. Deleting a question will not delete any answers already provided to the question. Those answers will still be available when viewing a member request.
Accept or decline a learner member request
To accept or decline a member request, either click the notification you received to view the request, or:
Click "Learners" below the "Portal" group in the main navigation.
Click on the "Requests" tab (this tab is only present when learner member requests are enabled)
Click on the request you would like to accept or decline
Now simply click the "Accept" button to accept the user as a new learner of the portal, or press "Decline" to decline the member request.
Set a learner email footer
To set a custom footer that appears in any email notification sent to learners in your portal:
Click "Settings" under "Portal" in the main navigation
Click the "Learners" tab in the "Members" group
Set your "Email notification footer" text
Click "Submit" to save