Administrator

How do I manage a user's enrollments?

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Ryan Richins
  • Agilix team member

During the summer of 2017, we released a new Buzz UI, giving you the same features and functionality with a cleaner, simpler user experience!

Until all users have switched to the new UI, our Help Center articles will include information for both. 

Click the header below that aligns with the Buzz UI version you are using (Old UI or New UI); if you don't know which version you are using, review the differences and/or contact your system admin or Agilix account manager.

Old UI

To access a user's Enrollments screen open the Users tool from the Main Menu and select the user's User ID.

Add new enrollments

To add a new enrollment:

  1. Click New and provide:
    • The course name or ID to search the current domain; to search all domains and/or browse through the courses you have access to, click the list (browse) icon at the far right of the User field (required). If you want to enroll the user in more than one course, click Add Another.
    • The desired Role (required).
    • The desired Status (required).
    • A Start Date and an End Date for the enrollment (optional).
    • An External ID, which is any ID needed to align the enrollment with an external program or application (optional).
    • Click Permission Details to see which permissions are granted by a selected role; if you want to create a custom role, check the boxes next to the permissions that you want included. Permissions granted here are applicable only for the specified course.
  2. Save.
Add new enrollments
Manage existing enrollments

You can also use this screen to manage and import enrollments.

  • To delete an enrollment, check its box and click Delete; check multiple boxes to delete more than one at a time.
  • To add observers to an enrollment, click the Enrollment ID.
  • To see a course's enrollment details in the Course tool, click the Course ID.
  • Click Edit in an enrollment's column to make changes.
  • To update multiple enrollments' Status (active/inactive), Role, Start Date, or End Date at once, check their boxes and click Bulk Update. These are permanent changes, so be careful.
  • To import enrollments using a tab-delimited or comma-separated file, click Import and browse to the file on your computer. You can also import enrollments by clicking the ticket (enrollments) icon in the Domain tool's toolbar.
New UI

To access a user's Enrollments screen:

  1. Open the Users tool from the Main Menu.
  2. Click the user's User ID.
  3. Select Enrollments from the tabs bar.
Add new enrollments

To add a new enrollment:

  1. Click New and provide:
    • The course name or ID to search the current domain; to search all domains and/or browse through the courses you have access to, click the list (browse) icon at the far right of the User field (required). If you want to enroll the user in more than one course, click Add Another.
    • The desired Role (required).
    • The desired Status (required).
    • A Start Date and an End Date for the enrollment (optional).
    • An External ID, which is any ID needed to align the enrollment with an external program or application (optional).
    • Click Permission Details to see which permissions are granted by a selected role; if you want to create a custom role, check the boxes next to the permissions that you want included. Permissions granted here are applicable only for the specified course.
  2. Save.
Add new enrollments
Manage existing enrollments

You can also use this screen to manage and import enrollments.

  • To delete an enrollment, check its box and click Delete; check multiple boxes to delete more than one at a time.
  • To add observers to an enrollment, click the Enrollment ID.
  • To see a course's enrollment details in the Course tool, click the Course ID.
  • Click Edit in an enrollment's column to make changes.
  • To update multiple enrollments' Status (active/inactive), Role, Start Date, or End Date at once, check their boxes and click Bulk Update. These are permanent changes, so be careful.
  • To import enrollments using a tab-delimited or comma-separated file, click Import and browse to the file on your computer. You can also import enrollments by clicking the ticket (enrollments) icon in the Domain tool's toolbar.

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