Users, Invitations, and Cohorts

Invite users

1. Open Users and select Invite users.
2. Add each email address and choose the appropriate role.
3. Select default cohorts where useful.
4. If a license pool is available, optionally select it and enable automatic seat assignment.
5. Send the invitations and review successful and failed results.

For larger groups, import a spreadsheet containing an Email column. First name, last name, and role can be included when supported by the import screen. Review the parsed users before sending.

Manage invitation status

Use Sent invitations to identify pending, accepted, or expired invitations. Copy a valid invitation link when a recipient cannot find the email. Resend an expired invitation so the learner receives a fresh link.

Organize cohorts

Create cohorts for meaningful operating groups such as class, grade, intake, or department. Add learners and advisors, then use cohorts consistently in analytics and messaging. Avoid duplicating cohorts that represent the same group.