Publisher dashboard: How to add/import users and assign them courses/bundles?

This article goes over how to add/ import users and assign them the courses or bundles from your publisher dashboard manually and via the bulk importer. 

With the Add User option, you can give access to courses and bundles to one learner at a time, and with the Import Users option, you can bulk import a list and give access to courses and bundles to all in the list in a single go. 

A. Adding A Single User And Assigning A Course Or A Bundle 

       

                        

To add a learner manually and assign a course or a bundle, follow the steps

  1. Go to Dashboard> Users > Add User
  2. Fill in Name, Email, Mobile Number
  3. Select Do not Assign if you just want the user to be added on to the site.
    Select Assign a course or Assign a bundle and select the specific course/bundle from the drop-down in order to provide access to the selected Course/Bundle. 
    Note: At a time you can select only 2 courses or 2 bundles in a single import.
  4. Opt to select Send create password email to new users if you wish the new users to be notified of being invited to your Knorish site.
  5. Click on Add User.

B. Import Users

Before you can run a bulk import, you will need to make sure you have a spreadsheet prepared. Here’s how to do that:

Preparing Your Import File For Bulk Uploads

You can download a sample template from the Import Users section from the file for reference.

How to Import Users and Assign Courses or Bundles In Bulk?

For importing more than one learner on the dashboard you can opt to bulk import users. Here’re the steps to follow: 

  1. Go to Dashboard> Users> Import Users 
  2. Download the sample template
  3. Add the user data in the file in the format listed above
  4. Once the import file is ready, click on Add .CSV File 
  5. You will be asked to Map .CSV File Columns 

    Select “Name” in SELECT NAME IN .CSV FILE 

     Select “Email” in SELECT EMAIL IN .CSV FILE 

     Select “Phone” in SELECT PHONE IN .CSV FILE

  6. Click on Display Users

  7.  Select Do not Assign if no course/bundle is to be assigned
    Select Assign a Course/Assign a Bundle as required. Accordingly, select the Course/Bundle from the drop-down

  8. Click on “Import Users”

The users will be imported and in case the option ‘Send Create Password email to new users’ is selected, the email for password creation will be sent automatically to all the new users only.

C. Importing Users For Course Access With A Specific Course Access Expiry Date

In case you wish to ensure that the course expires after a specific date especially for this list of imported users, follow the process below:

Example: Provide course access to a new set of users imported into the site for only 5 days. 

To enable this, firstly go to that specific course under Settings, and select the course access duration for new learners to 5 days. Import the users to provide course access and the course will then be assigned automatically for 5 days. This will leave the 5 days access option on for new users and all new enrollments will still get the original date. 

Here’re the steps : 

  • Select Courses> Course>YOUR COURSE
  • Go to Course Settings
  • Scroll to Set Course Expiry In Days
  • Fill in the no. of days, press ENTER 
  • In Confirmation Pop Up, SELECT Only For New Enrollments  
  • Click Okay To Proceed 

Once this is done, import the list of the users as per the process listed above in Import users in bulk and give access to the course. Post that follow the process below again:

  • Once the list is imported, head back to the course settings of the specific course
  • Scroll to Set course expiry in days
  • Fill in the original course expiry no. of days, press ENTER 
  • In Confirmation Pop Up, SELECT Only For New Enrollments  
  • Click Okay To Proceed.

Important Notes About Importing Your .CSV Sheet

  1. The name and email fields are required for the learners so is the country code for the mobile number.
  2. Selecting Send create password email to new users will send an email to the new users only.
  3. In case you just want to add them to your website, select Do Not Assign the Course. And the list will still be imported without any course or bundle being assigned to the user.
  4. Ensure there are no extra commas, periods, blank spaces, or other punctuation marks on your sheet.

For example, if a comma were to be accidentally entered at the end of a student's email address entry, it would cause the .CSV import to display the error message until the comma was removed and the sheet was re-imported.

  5.     Verify that your email addresses are spelled correctly (e.g. gmail.com instead of gnail.com)

 6.   Ensure that you don't have duplicated rows of information contained within your sheet. If there is any error message you see during file upload, please recheck your file for any errors like the ones mentioned above, fix them and re-upload the file

7.   If you wish to add/import users in two or more courses, you would need to add/import the same user(s) again and select a different course.

8.    You can bulk import users up to 5000 at a time in single or multiple courses or bundles.