Enrolling Users/User Groups for a Course on Levelup
Once you have published a course on Levelup, you will need to enroll in user and/or user groups for the course. Only after you enroll a user, they will be able to find the course and take part in it. In this tutorial, we will look at how you, as an admin can enroll users for a course
IMPORTANT: You first need to publish a course before you can enroll a user. Click here to learn how you can create and publish your course. Understanding the Different Types of Enrollments
Before we look at the process of enrolling users, let us first try to understand the diverse types of enrollments you can choose from, on Levelup.
Instant Enrollment – Here, learners and trainees can start the courses as soon as you enroll them. You can set a scheduled date by which they must complete the course. You can also re-enroll and repeat the course, if required.
Scheduled Enrollment – In this type of enrollment, the learners can only start the course after a specified date. You can also set the number of days within which they need to complete the course. Here, too, you can re-enroll users and repeat the course.
Autopilot Enrollment – For Autopilot enrollment, you can set the number of days within which the learner needs to complete the course. Like the other two, re-enrollment and repeat is available for this option as well. When a new user is added to a specific user group through autopilot enrollment, they will automatically be assigned the existing course.
What is Re-Enrollment?
At Levelup, you can enroll a user multiple times for a single course. You can re-enroll all the users who have completed the course. You can also re-enroll users who have completed the course a certain number of days before. You can set the number of days when you are enrolling users for the first time.
What is Repeat?
Repeat allows your learners to retake the course after they have completed it once. You can set a specific date for repeat or choose the number of years after which a learner can repeat the course.
IMPORTANT: You cannot set repeat and re-enroll for the same course at the same time. If you do, then re-enroll will be ignored for repeats. We will learn about how to set re-enrollment and repeat later in this article.
Let us now look at how you can set up the diverse types of enrollments.
How to Set Up Instant Enrollment?
Let us start by looking at how you can setup instant enrollment on Levelup
STEP 1: Log on to your Levelup admin account and navigate to the courses section on the sidebar.
STEP 2: Choose the settings options (the three vertical dots) beside the course you want to enroll users on.
This will open a dropdown menu. Choose ‘Enroll’.
STEP 3: A pop-up window will open. Here you will get options to choose from the three enrollment options.
STEP 4: Choose the ‘Instant’ Tab.
STEP 5: The first step is selecting the user and user groups who can enroll in the courses. To do that, click on the field that says ‘Select Users or User Groups’. You will get a dropdown with all the users and user groups. You can choose individual users or choose a user group, if you want to enroll all the users in the group.
STEP 6: Next, select the due date from the calendar. This is the day by which the learner needs to complete the course.
STEP 7: If you want to configure the repeat/re-enroll settings, click on the link that says ‘Re-enroll/repeat’. This will give you access to additional settings.
STEP 8: For re-enrollment, you have two options. Choose ‘To All Users’, if you want to re-enroll all the users who have completed the course. Choose the other option, if you want to enroll users who have completed the course within a specified number of days. You can enter the number in the field. You can choose between 1 day to 365 days.
STEP 9: For repeat, check on the checkbox that says ‘Every _ Year’. You can choose the number of years from the dropdown list. The user needs to complete the specified number of years after passing the course, before they can repeat the course.
STEP 10: You can set the date for the repeat as well. Simply click on the option for ‘Set Date’ and choose the date on the calendar. The learner will be able to repeat the course after the time has passed.
For example, if you have selected repeat after 1 (one) year and you have selected the date to be December 25, 2025, then the learner can repeat the course after December 25, 2026.
STEP 11: Once all the settings are configured, click on ‘Enroll’. You will get a notification saying that the users have been successfully enrolled.
How to Unenroll Users and User Group from Instant Enrollment?
Levelup also gives you the option to unenroll users and user group, removing them from the course they have already enrolled on.
Here is the process that you need to follow:
STEP 1: Log on to your Levelup admin account and navigate to the courses section on the sidebar.
STEP 2: Choose the course for which you want to unenroll users. Click on the settings (three vertical dots) and then select ‘View Enrollments’.
STEP 3: You will be redirected to a page that will list all the users who are enrolled in the course. Choose the user under the ‘Instant’ tab. Click on the settings option (three vertical dots) and then click on ‘Unenroll’.
STEP 4: You will get a popup asking for a reason for unenrollment. Enter the reason and then click on ‘Unenroll’
You will NOT be able to unenroll users who have completed the courses. How to Set Up Scheduled Enrollment?
Next, let us find out how you can setup scheduled enrollment:
STEP 1: Log on to your Levelup admin account and navigate to the courses section on the sidebar.
STEP 2: Choose the settings options (the three vertical dots) beside the course you want to enroll users on. This will open a dropdown menu. Choose ‘Enroll’.
STEP 3: A pop-up window will open. Here you will get options to choose from the three enrollment options.
STEP 4: Choose the ‘Scheduled’ Tab.
STEP 5: The first step is selecting the user and user groups who can enroll in the courses. To do that, click on the field that says ‘Select Users or User Groups’. You will get a dropdown with all the users and user groups.
You can choose individual users or choose a user group, if you want to enroll all the users in the group.
STEP 6: Next, you need to select the ‘Scheduled Date’ by clicking on the calendar. This is the date when the users/user group will be enrolled on the course.
STEP 7: You can select the number of days within which the course needs to be completed. You can select between 1 day and 365 days.
STEP 8: For re-enrollment, you have two options. Choose ‘To All Users’, if you want to re-enroll all the users who have completed the course. Choose the other option, if you want to enroll users who have completed the course within a specified number of days. You can enter the number in the field. You can choose between 1 day to 365 days.
STEP 9: For repeat, check on the checkbox that says ‘Every _ Year’. You can choose the number of years from the dropdown list. The user needs to complete the specified number of years after passing the course, before they can repeat the course.
STEP 10: You can set the date for the repeat as well. Simply click on the option for ‘Set Date’ and choose the date on the calendar. The learner will be able to repeat the course after the time has passed.
For example, if you have selected repeat after 1 (one) year and you have selected the date to be December 25, 2025, then the learner can repeat the course after December 25, 2026.
STEP 11: Once all the settings are configured, click on ‘Enroll’. You will get a notification saying that the users have been successfully enrolled.
How to Unenroll Users and User Groups from Scheduled Enrollment?
Levelup also gives you the option to unenroll users and user groups, removing them from the scheduled course they have already enrolled on.
Here is the process that you need to follow:
STEP 1: Log on to your Levelup admin account and navigate to the courses section on the sidebar.
STEP 2: Choose the course for which you want to unenroll users. Click on the settings (three vertical dots) and then select ‘View Enrollments’.
STEP 3: You will be redirected to a page that will list all the users who are enrolled in the course. Choose the user whom you want to unenroll, under the ‘Scheduled’ tab. Click on the settings option (three vertical dots) and then click on ‘Cancel Enrollment’.
STEP 4: You will get a popup asking for confirmation. Confirm your choice to finally cancel the enrollment
How to Set Up Autopilot Enrollment?
Finally, let us look at how you can set up autopilot enrollment on Levelup.
STEP 1: Log on to your Levelup admin account and navigate to the courses section on the sidebar.
STEP 2: Choose the settings options (the three vertical dots) beside the course you want to enroll users on. This will open a dropdown menu. Choose ‘Enroll’.
STEP 3: A pop-up window will open. Here you will get options to choose from the three enrollment options.
STEP 4: Choose the ‘Autopilot’ Tab.
STEP 5: The first step is selecting the user and user groups who can enroll in the courses. To do that, click on the field that says ‘Select Users or User Groups’. You will get a dropdown with all the users and user groups. You can choose individual users or choose a user group, if you want to enroll all the users in the group.
STEP 6: You can select the number of days within which the course needs to be completed. You can select between 1 day and 365 days.
STEP 7: For re-enrollment, you have two options. Choose ‘To All Users’, if you want to re-enroll all the users who have completed the course. Choose the other option, if you want to enroll users who have completed the course within a specified number of days. You can enter the number in the field. You can choose between 1 day to 365 days.
STEP 8: For repeat, check on the checkbox that says ‘Every _ Year’. You can choose the number of years from the dropdown list. The user needs to complete the specified number of years after passing the course, before they can repeat the course.
STEP 9: You can set the date for the repeat as well. Simply click on the option for ‘Set Date’ and choose the date on the calendar. The learner will be able to repeat the course after the time has passed.
For example, if you have selected repeat after 1 (one) year and you have selected the date to be December 25, 2025, then the learner can repeat the course after that date.
STEP 10: Once all the settings are configured, click on ‘Enroll’. You will get a notification saying that the users have been successfully enrolled.
How to Unenroll Users and User Groups from Autopilot Enrollment?
Levelup also gives you the option to unenroll users and user groups from Autopilot enrollment. Here is the step-by-step process that you need to follow:
STEP 1: Log on to your Levelup admin account and navigate to the courses section on the sidebar.
STEP 2: Choose the course for which you want to unenroll users. Click on the settings (three vertical dots) and then select ‘View Enrollments’.
STEP 3: You will be redirected to a page that will list all the users who are enrolled in the course. Choose the user whom you want to unenroll, under the ‘Autopilot’ tab. Click on the settings option (three vertical dots) and then click on ‘Cancel’.
STEP 4: You will get a popup asking for confirmation. Confirm your choice to cancel the autopilot enrollment
Please note that you will NOT be able to unroll users who have completed the courses. This is how you can enroll and unenroll users on Levelup. To learn more about the other things you can do with Levelup, do check out our other tutorials.
