Adding students

Enrol your own staff or outside learners.

1. Select Add Student, then choose the organisation they belong to.

2. For your own staff, choose your organisation and tick people from your employee records.

3. For outside learners, choose the customer's organisation. Add one at a time, or upload a CSV.

4. Send the portal invite. It's a single-use link to set a password, valid for 7 days.

5. Enrol them on their courses, with an optional due date.

From a student's profile you can set them active or inactive, resend invites or reset emails, and link them to a CRM contact.

Updated 2026-10-24