Assigning Users to Cohorts for System Coordinators

When the learning environment is integrated to an OSS/BSS system such as an HRIS or Active Directory, cohorts are automatically created and users are automatically assigned to them based on your organizational hierarchy. That being said, a System Administrator can also create cohorts by hand. Once they do, System Coordinators can add users to these cohorts.

Aside from the OSS/BSS automation described above, there are 3 ways to add users to cohorts:

1. By manually adding the users

2. By defining conditions / business rules

3. By uploading a CSV list of users

This article will cover all the first 1 method. The 2nd and 3rd method is only available to System Administrators and therefore not defined in this article.

Step-by-step Guide

If you add a user to a cohort manually, then the conditions set by a System Administrator no longer apply to this user. In other words, even if the user no longer matches the conditions of the cohort, that user will remain a member of the cohort. However, if you manually remove a user from a cohort, he/she will be added back automatically if the user's profile meets the business rules.

To add or remove a user manually to/from a cohort:

1. Go to Site Administration > Users > Cohorts

2. Click on the "Assign Members" or "Assign Administrators" icon next to the cohort in question

3. 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.