People and access

1. When your enquiry form is open, every enquiry arrives in Enquiries, and admins get an email for each. Everyone on your staff can see them.
2. Open one to read the answers, then contact the person by phone or email. Add a note after each conversation, set a follow-up date, and move it to Contacted.
3. When they agree, an admin chooses a running or upcoming batch under Invite to a batch. For a child it sends the family invitation (change the email if the parent signs in with another address); an adult with no account joins the batch at once, and one with an account joins once they accept. The enquiry turns Joined when they are in.
4. If they do not go ahead, mark it Not joining with a reason. Details are erased 12 months after an enquiry came; an admin can erase them sooner from the enquiry when the person asks.

Links to staff pages need a sign-in.

1. On a trial or free plan, the institute creator’s email must be verified before anyone can add or invite members. Ask that person to complete verification if additions are blocked; verifying another admin’s email will not unblock them. Institutes created by platform staff are exempt, and this verification gate does not apply to other plans. Under Users add learners; under Instructors add staff.
2. Use the person’s correct email. Existing accounts receive an invitation and join after accepting it. Adding a learner to the institute and enrolling them in a batch are separate steps.
3. A new account the organisation creates needs an email the person reads: there are no passwords. They sign in with a code sent to that email, or with Google or Microsoft on that email, and the welcome email tells them how.
4. Choose roles carefully: admins manage the institute, instructors teach assigned groups, and learners see their own learning. Keep at least one active admin.

Links to staff pages need a sign-in.

1. Open Users, then Import. Download the sample CSV. An email column is required; new accounts also need name and user_id.
2. Optionally select a batch to enrol learners as they join. Leave it blank to enrol them later.
3. Upload the CSV and review the result for every row. Correct refused rows before importing them again.
4. During the trial you can have up to 30 learners and 10 staff, including yourself and pending invitations, and add up to 40 people in any 24 hours. LMS and API learners count too. Rows past the limits are refused, with no account made and no email sent. Subscribe for higher plan limits, or wait for earlier additions to leave the 24-hour window if that limit is the blocker.

Links to staff pages need a sign-in.

1. Open Clients and add each employer you train people for. A client sees only its own learners, never anyone else’s.
2. On the client’s page, invite the people from it by work email. They sign in with that email (a code, Google or Microsoft) and see each of their learners’ batch, attendance, learning hours, results and report, with a spreadsheet to download. They never see code, grade work or remove anyone.
3. Tick the batches the client may add its own staff to. Their people type names and work emails, or upload a spreadsheet, under your plan’s learner limits. A new address joins the batch at once; anyone who already has an account, your own learners included, is invited and joins once they accept, so nobody is shown to an employer without agreeing. Untick a batch to stop further additions; learners already added stay.
4. Set or change which client a learner is in a batch for in the batch’s list of learners, or add a client column to an import into a batch. The roster shows who a client added. Learners see which client can follow their progress on their course page.
5. Archive a client when the contract ends: its people lose the view at once, and its learners keep their places.

Links to staff pages need a sign-in.

1. Use the email that was invited. Choose institute sign-in for staff or student sign-in for learning; access is decided by your memberships, not the sign-in button.
2. Open Invitations and accept the intended institute invitation. Staff without a membership see Create or Join an institute during onboarding.
3. There are no passwords. Enter your account’s email for a code, or continue with Google or Microsoft on that same email; each opens the account that holds it. One account has one email.

If you belong to more than one institute as staff, use the Institute selector in the sidebar and choose Switch institute. Your role may differ between institutes. An institute’s custom domain stays on that institute.

Use Your areas in the sidebar to choose between staff and learner areas when your account has both. Being an instructor does not automatically enrol you as a learner.