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Once a course is published, there are two ways to get learners into it: let them enroll themselves from the catalog, or assign it to them directly with deadlines. You can use either path or both on the same course.
Only published courses can be enrolled. If your course is still a draft, publish it first.

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Self-Enrollment Through the Catalog

Learners browse the course catalog and enroll themselves in any course they can access. A learner can self-enroll when:
  • Self-enrollment is on for the course, which opens it to everyone, or
  • The learner belongs to one of the course’s restricted groups
Both settings live on the course itself: the Allow self-enrollment checkbox and the group restrictions that limit enrollment to members of specific groups. Course tags also live on the course and help learners find it in the catalog.
The course catalog showing the SDR to AE Foundations Bootcamp available for enrollment
Self-enrollment is a good fit for evergreen training you want available on demand. When you need specific people to complete the course, assign it instead.

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Assign the Course Directly

To enroll specific people or groups, open the Enroll Participants sheet from the course.
The Enroll Participants sheet with a member search and optional Due date and Close date fields
1

Search for members or groups

Search for individual members or entire groups and add them to the enrollment. Enrolling a group adds everyone in it.
2

Set deadlines (optional)

Add a Due date, a Close date, both, or neither. See below for how the two differ.
3

Enroll

Confirm to enroll everyone you selected. They can start the course right away.

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Due Date vs Close Date

The two deadlines behave differently, and the difference matters: Use a due date when you want accountability without cutting anyone off. Add a close date when the course genuinely has to be done by a certain date, such as compliance training with a firm cutoff.
Learners who blow past a due date show up in the At Risk table on the course dashboard, where you can nudge them or extend their deadline. See Nudges and Re-enrollment.

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Next Steps

Track Progress and Analytics

See who has started, who is on track, and who is falling behind.

Nudges and Re-enrollment

Remind overdue learners and give people who did not complete another attempt.