Advice and answers from the Tribal Habits Team

How can I manage the enrolments for a single person or group of people?

You can manage enrolments for individual people or groups of people in the Admin/People area.
Written by David King
Updated 3 months ago

In this article, we look at the enrolment process starting with selecting a person, or group of people, and then selecting knowledge to enrol them in. 

You can review other methods of enrolment in this main enrolment article.

Enrol one person manually (Topics, Articles, Pathways)

Admins can manually enrol individuals or groups of people.

To manage enrolments for a single person, navigate the People tab in Admin and click on the person you wish to manage. When you are viewing that person's details, you will see tabs at the top of their Profile to view the Topics, Articles and Pathways in your portal and manage enrolments for that person.

One each tab for Topics, Articles and Pathways, you can view a list of the relevant knowledge. You can then use the checkboxes to select one or more items and manage the user enrolment using the quicklinks at the top of each panel - Enrol, Unenrol, Set due date, Set as conquered, Reset enrolment or Retake enrolment.

Enrol a group of people manually (Topics, Articles, Pathways)

To manage enrolments for a group of people on a manual basis, navigate to the People tab in Admin. 

  • Use the filter box to filter to the group of people you wish to enrol. 
  • Select each required person using the checkboxes on the left.
  • From the Bulk Actions drop-down at the top of the list of people, select 'Enrol in knowledge'.
  • From the topic pop-up, select the required knowledge and you can then bulk enrol all those people as explorers at once.
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