Enroll learners in a path session

Admins, coaches, instructors, and managers can enroll learners in a path session, depending on their role and groups. See Who can enroll learners.

Enrolling learners creates the audience of the session: the learners who can play the path. A learner can be enrolled in several sessions of the same path. To make the audience update automatically, or to refine it with filters such as path results or custom fields, see Configure the audience for a path session.

This article describes enrollment with audiences. Path sessions created before January 24, 2024 may still use the legacy enrollment mechanism.

If the path has a classroom step with automatic registration, create all its classroom slots before enrolling learners. Learners are registered automatically only when they are enrolled: if no slot is available at that moment, they are not registered, and slots created afterwards do not register them.

Who can enroll learners

Admins and coaches can enroll learners in the path sessions that belong to their group. Admins can also enroll learners in the sessions of paths that belong to their group, and in the sessions that belong to its subgroups. Instructors can enroll learners in their own path sessions. Platform admins can enroll learners in any path session.

You can enroll the members of the groups in which you are an admin or a coach. Admins can also enroll the members of the subgroups of these groups. Platform admins can enroll any user.

Managers can enroll the members of their team in path sessions published in their managees' group catalog, if the manager enrollment feature is available on their platform. They can only enroll managees who could enroll in the session themselves, and only in sessions that have not ended. See Enroll your managees in a path session.

Enroll specific learners

Enroll specific learners when you want to target a few people who don't form a complete group, or who need individual training. You can enroll up to 20,000 learners in a session.

1. At the top of the homepage, click Paths.
2. On the right side of the path row, click  Edit.
3. In the right panel, select the session. To enroll learners in a new session, click New session at the top right of the Enroll learners section instead (Create session if the path has no session yet).
4. In the Build the audience section, click Edit the audience → Assign learners.
   • If you're a platform admin, click Edit the audience → Assign learners → Select specific learners.
5. Select users.
   • Users who are already enrolled in another session of the path are marked as already enrolled on the right of their name.
   • You can click Select all to select all learners, up to 20,000. The audience is then based on the learners who exist when you create it: learners who join the platform later are not added, even with Auto-enroll learners on. To include them, use Enroll everyone.
   • You can filter users by clicking Expand view at the top right. On the top right of the expanded window, click Filter to filter users by registration date, custom field, and status.
6. Click outside the field.
7. At the top of the section, click  Check updates to save to see how many users are selected with the current filtering rules. Click again on the computed number to see the exact list of learners to enroll and unenroll.
   • Review the unenroll list before you save. Saving unenrolls those learners even if Auto-unenroll learners is off.
8. At the bottom right, click Save audience.
9. Click Confirm.

To automatically enroll and unenroll learners as they start or stop matching certain criteria, see Configure the audience for a path session.

Enrolled learners receive an email notification:

• If the session has already started, within a minute of being enrolled. Several enrollments within that minute are grouped into one email.
• If the session has not started yet, at the first full hour after the session starts (for example, at 10:00 for a session starting at 9:30).

Learners who have already completed all the steps of the path do not receive it.

Enroll learners by email address

Enroll learners from a list of email addresses, for example copied from a spreadsheet. Addresses without an account are invited to the platform, in the group you select.

1. At the top of the homepage, click Paths.
2. On the right side of the path row, click  Edit.
3. In the right panel, select the session. To enroll learners in a new session, click New session at the top right of the Enroll learners section instead (Create session if the path has no session yet).
4. Click Edit the audience → Assign learners.
   • If you're a platform admin, click Edit the audience → Assign learners → Select specific learners.
5. At the top right of the user selection dropdown, click Expand view.
6. At the bottom left, click Add email addresses.
7. Enter the email addresses (separated by a comma or a line break).
8. Above the field, select the group to which they will be added. Every listed email address is added to this group, whether or not it already has an account on the platform. The default selected group is the highest group where you have the coach or admin role.
9. On the bottom right, click Confirm.
10. At the top of the section, click  Check updates to save to see how many users are selected with the current filtering rules. Click again on the computed number to see the exact list of learners to enroll and unenroll.
    • Review the unenroll list before you save. Saving unenrolls those learners even if Auto-unenroll learners is off.
11. At the bottom right, click Save audience.
12. Click Confirm.

To automatically enroll and unenroll learners as they start or stop matching certain criteria, see Configure the audience for a path session.

Learners receive an email notification:

• If the session has already started, within a minute of being enrolled. Several enrollments within that minute are grouped into one email.
• If the session has not started yet, at the first full hour after the session starts (for example, at 10:00 for a session starting at 9:30).

Learners who have already completed all the steps of the path do not receive it.

If some enrolled users do not have an account on the platform, they also receive an invitation email to the platform.

Enroll groups

Enroll groups to train learners based on your group structure, such as a department or a team, and refine the audience with filters. We recommend this method unless you want to handpick learners. You can enroll up to 5,000 groups in a session.

1. At the top of the homepage, click Paths.
2. On the right side of the path row, click  Edit.
3. In the right panel, select the session. To enroll learners in a new session, click New session at the top right of the Enroll learners section instead (Create session if the path has no session yet).
4. Click Edit the audience → Assign groups.
5. Select one or several groups. Make sure those groups collectively contain all the users you want to enroll.
   • Groups are sorted by size, from the most to the least populated.
   • You can click Select all to select all groups, up to 5,000. The audience then includes only the groups that exist when you create it: groups created later are not added, even with Auto-enroll learners on.
6. Click outside the field.
7. At the top of the section, click  Check updates to save to see how many users are selected with the current filtering rules. Click again on the computed number to see the exact list of learners to enroll and unenroll.
   • Review the unenroll list before you save. Saving unenrolls those learners even if Auto-unenroll learners is off.
8. At the bottom right, click Save audience.
9. Click Confirm.

To keep only some of the learners in these groups, or to enroll and unenroll learners automatically as they join or leave these groups, see Configure the audience for a path session.

When you select several groups, the audience includes the members of all of them (logical OR). Members of several selected groups are counted once. Check updates to save may therefore show fewer learners than the sum of the groups.

If you are not a member of private groups that have been enrolled in the path session, you will only see the name "private group" (not the actual group name) in the list of enrolled groups. You will also see the number of enrolled learners, but not their names.

Learners receive an email notification:

• If the session has already started, within a minute of being enrolled. Several enrollments within that minute are grouped into one email.
• If the session has not started yet, at the first full hour after the session starts (for example, at 10:00 for a session starting at 9:30).

Learners who have already completed all the steps of the path do not receive it.

If your audience contains more than 64,000 enrolled users, we suggest dividing it into several sessions.

Enroll everyone

Platform admins can enroll all the users of the platform. Group admins and coaches can then add or remove filters, but they cannot enroll or remove everyone at once.

Use this method for organization-wide training, for audiences spread across several groups, or, with automatic enrollment, to enroll new users as they join.

1. At the top of the homepage, click Paths.
2. On the right side of the path row, click  Edit.
3. In the right panel, select the session. To enroll learners in a new session, click New session at the top right of the Enroll learners section instead (Create session if the path has no session yet).
4. Click Edit the audience → Assign learners → Select everyone.
5. At the top of the section, click  Check updates to save to see how many users are selected with the current filtering rules. Click again on the computed number to see the exact list of learners to enroll and unenroll.
   • Review the unenroll list before you save. Saving unenrolls those learners even if Auto-unenroll learners is off.
6. At the bottom right, click Save audience.
7. Click Confirm.

To keep only some of the users of the platform, or to enroll new users automatically as they join the platform, see Configure the audience for a path session.

Learners receive an email notification:

• If the session has already started, within a minute of being enrolled. Several enrollments within that minute are grouped into one email.
• If the session has not started yet, at the first full hour after the session starts (for example, at 10:00 for a session starting at 9:30).

Learners who have already completed all the steps of the path do not receive it.

If your audience contains more than 64,000 enrolled users, we suggest dividing it into several sessions.

Enroll learners with the API

• Path sessions created with the API v1 route createPathSession use the legacy enrollment mechanism, not audiences.
• The API v1 routes addUsersToPathSession, addGroupsToPathSession, removeUsersFromPathSession, and removeGroupsFromPathSession only work on those legacy sessions. They return an error on sessions with an audience, such as sessions created in the platform.
• To enroll learners in a session with an audience, use the API v2: its session creation route creates sessions with an audience, and its session audience routes read and replace the audience.