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Managing learners

Adding and managing learners with a portal

Updated over a week ago

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:

  1. Click "Learners" below the "Portal" group in the main navigation.

  2. 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:

  1. Click "Learners" below the "Portal" group in the main navigation.

  2. 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:

  1. Click "Learners" below the "Portal" group in the main navigation.

  2. Click on the "Invites" tab

  3. 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:

  1. Click "Settings" below the "Portal" group in the main navigation.

  2. Click on "Learners" below the "Members" group of the available settings

  3. Check the "Enable learner member requests" option

  4. 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:

  1. Click "Settings" below the "Portal" group in the main navigation.

  2. Click on "Learners" below the "Members" group of the available settings

  3. Check the "Enable learner membership question set" option

  4. Add any question you want to have answered

  5. 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:

  1. Click "Learners" below the "Portal" group in the main navigation.

  2. Click on the "Requests" tab (this tab is only present when learner member requests are enabled)

  3. 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:

  1. Click "Settings" under "Portal" in the main navigation

  2. Click the "Learners" tab in the "Members" group

  3. Set your "Email notification footer" text

  4. Click "Submit" to save

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