Manage and import learners

The Learners page centralizes everyone your organization trains. It is your reference directory, reusable from one session to the next.

Prerequisites

• Admin role.

1. Create a learner

A learner has a first name, last name, email, phone and, optionally, a date of birth and an attached company. You can create a learner:

• directly from the Learners page (click New learner);
• when enrolling them into a session (the record is created on the fly).

Creating a learner record with an email sends an access invitation (learner role). A record without an email is created without an invitation.

Tip: create learner records without email first to prepare a cohort, then add emails and send invitations when the session is confirmed.

2. Bulk import a cohort

1. On the Learners page, click Import.
2. Download the CSV template and fill in: first name, last name, email.
3. Upload the file. Existing learners are matched by email and not duplicated.
4. Review the import summary (created / updated / errors).

Important: the CSV must use the correct column headers from the template. Check the preview before confirming the import.

3. Attach to a company

Link a learner to a client company to make it easier to track in-company trainings and produce agreements.

4. Track your quota

Your subscription sets a maximum number of learners. The used / tier counter is always visible in the navigation. At the limit, invitations are blocked until you upgrade your tier.

What’s next?

• Invite and confirm learners : enrol learners into a specific session.
• Manage your subscription : upgrade your learner tier.