Manually Create Site Branches
are site wide groups that can be created manually by users with the Site Admin role.
Branches = Segments (Depending on your site preferences)
MANUALLY CREATE SITE BRANCHES
Step 1: Click on "Site admin", followed by "User Management", and then "Manage branches/Segments."
Step 2: Click on (1) "Add new branch", enter your branch (2) Name, optional (3) Branch ID, optional (4) Description, then (5) "Save changes."
Step 3: After saving, your site branches will be listed in the Site branches tab.
Bulk Create Site Branches
OVERVIEW If a large number of branches need to be created, users with the Site Admin role can upload a text (.csv) file to create branches in bulk. FILE FORMAT REQUIRED You can use the bulk upload template provided below. All that is required is the ...
Manually Add Users to Branches
OVERVIEW Users with the Site Admin role can manually add users to existing branches. MANUALLY ADD USERS TO BRANCHES Step 1: Click on "Site admin", followed by "User Management", then "Manage branches." Step 2: Click on the user icon (shown below) of ...
Sync Branches with Course Groups
OVERVIEW You can sync site wide branches with course level groups by adding the "Branch to members" enrollment method within a specific course. This will allow all members of the specified branch who enroll for your course to be added to the same ...
Manually Create Course Groups
OVERVIEW You can manually create course groups. CREATE COURSE GROUPS Step 1: In the relevant course, click on "Course admin", followed by "Users " and the "Course groups." Step 2: On the "Course groups" page, click on "Create group." Step 3: Give ...
Manually Enroll Learners
OVERVIEW You can manually enroll existing users into your courses via the enrollment methods page or the enrolled users page. ENROLLMENT METHODS (MANUAL ENROLLMENTS) Step 1: In the relevant course, click on "Enrollment methods" and make sure that the ...