Thanks to TeamAlign™, when the learning environment is integrated to an OSS/BSS system such as an HRIS, HCM or Active Directory, cohorts are automatically created and users are automatically assigned to them based on your organizational hierarchy.
System Administrators can also create cohorts manually. Once a cohort has been created, both System Administrators and System Coordinators can add or remove users as needed. However, only System Administrators have permission to create cohorts by hand.
Step-by-step Guide
To add or remove a user manually to/from a cohort:
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Go to Site Administration > Users > Cohorts
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Click on the "Assign Members" or "Assign Administrators" icon next to the cohort in question
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Add or remove users by selecting them in one of the boxes and clicking on the Add or Remove button
Note that the change is effective immediately and there is no need to click on a save button on this page.
Important Notes
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System Coordinators do not have permission to create cohorts. Only System Administrators can create them.
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When a cohort is created by a System Administrator, rules or conditions can be defined to automatically add users to that cohort. These automated rules cannot be changed or overridden by System Coordinators.
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If a user is added to a cohort manually, the automated conditions defined by the System Administrator no longer apply to that user. As a result, the user will remain in the cohort even if they no longer meet the original conditions.
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Users who were added to a cohort automatically through System Administrator rules cannot be removed manually.
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For cohorts created by TeamAlign, only administrators can be added manually; members cannot. Adding an administrator to one of these cohorts effectively gives that person a supervisor role, allowing them to view reports and perform actions for the users in that cohort.