How To Create A Cohort

This guide walks admins through the step-by-step process of creating a cohort within the platform. By creating a cohort, admins can organize participants into structured learning groups and manage enrollment more efficiently. 


1. Navigate to the “Cohort” tab from the left-hand menu bar.

2. Next, click on "+New" in the top right-hand corner.

3. Enter the name of the cohort and a brief description. Next click "Create".

4. Once the cohort has been created, select the course you want users in this cohort to be enrolled in. Then, click confirm to finalize the cohort creation.

5. Next, add the users who should be included in the cohort. Once the users have been added assign an admin to manage the cohort.

Please note: The admin must first be added to the cohort as a user before they can be assigned as the cohort admin.

6. Use the search bar to find the user you want to add. When their name appears in the search results, click the circle with the checkmark next to their name. This will add the user to the cohort roster. Repeat these steps until all desired users have been added to the cohort.

7. Once a cohort has completed a course and you would like to enroll the cohort into a new course, navigate back to the desired cohort and click the Edit button. Next, select the new course from the “Find a Course” dropdown menu. You can then choose to Transfer All users into the new course or individually select specific users to enroll. Once complete, confirm the transfer and close out of the window.

8. Congratulations, you've successfully created a cohort and enrolled them into a new course.


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