Use the @mention feature or upload a CSV to efficiently manage users in your course. Admins have full editing rights, facilitators assist in delivering content, and learners are your target audience. Super Admins can also transfer course ownership to another user when needed. Roles can be reassigned or removed at any time from the user management tabs. 

This feature allows course administrators and facilitators to efficiently manage learner enrolment and collaboration settings within Coursebox. From this section, you can add or remove users, assign learners to specific groups, and control access to course content. Managing users and groups ensures a personalised and organised learning experience, allowing you to tailor content delivery, track progress by group, and streamline communication across cohorts. Whether you're working with individual learners or managing large training cohorts, this tool is essential for effective learner engagement and course management.

Add and Remove Learners Individually

Enrol a Learner

Coursebox allows you to add users one at a time, making it easy to enrol learners, facilitators, or admins directly into your course or platform. This is especially useful for onboarding new participants gradually or managing custom enrolments outside of bulk uploads.

You can assign specific roles, grant immediate access, and send a customised invitation—all from a single, user-friendly interface.

• In the pop-up window, ensure you are on the Users tab (selected by default).
• On the right side of the panel, click Add user.

•  In the “Add user” field, type the person’s email address (or name, if they’re already registered).

•  Use the dropdown next to the input box (default is As Learner)
•  Once the email and role are selected, click the Add button. The user will be added to the course with the assigned role.

Unenrol a Learner

Course admins can remove learners from a course whenever access needs to be updated or corrected.

• From the Course Editor, click the People icon located in the top-right corner of the page.

• This opens the Users panel. Ensure you are on the Users tab, where all enrolled participants are listed.

• Find the learner you wish to remove from the course.

• In the Action column, click the trash can icon to unenrol the learner from the course.

Note: Learners cannot self-unenrol. Super admins must also be invited as course admins if they need to assist with managing enrolments.

Add Facilitators

Adding a user gives that person access to the course to enable them to contribute. This is also where you would also give access to any of the team at Coursebox Branded Training Platform (Premium) if they are helping you. 

 Navigate to the course where you want to add users and click the user icon (??) labeled "Click to manage users and groups" at the top of the course editor.

• In the pop-up window, ensure you are on the Users tab (selected by default).
  On the right side of the panel, click Add user.

•  In the “Add user” field, type the person’s email address (or name, if they’re already registered).

•  Use the dropdown next to the input box (default is As Learner) and choose As Facilitator 
  

•  Once the email and role are selected, click the Add button. The user will be added to the course with the assigned role.

Manage Admins

Adding an Administrator gives that person access to your course so they can view, support, and contribute to its development. This is also where you can grant access to team members from the Coursebox Branded Training Platform (Premium) if they are assisting you. 

Add an Admin

• In the Course Editor, click the Manage Users and Groups icon. 

• Select Users

• On the right hand side select Add User

• Type ‘@’ and their name and their profile icon will pop up. 

• From the dropdowns select As Admin

• Then click add. The administrator would need a user profile to add them in.

The benefit of making someone an administrator is so they can contribute to your course in some way or you may want help from someone else  at Coursebox Branded Training Platform (Premium). By making them an administrator they can see what you are doing and help or contribute.

Delete an Admin

If you need to take away Administrator access, follow these steps:

• Open the profile of the person you want to remove as an Administrator.

• Their current roles (e.g., User Admin, Approved Expert) will display under their name. 

• Click the Edit icon (pencil) next to their name/status. 
• A box will appear showing their active roles.

• Click the X next to User Admin to remove their Administrator access. (See screenshot 3)
• Save Changes
  

The user will now lose Administrator permissions but will still keep any other roles assigned (e.g., Learner, Facilitator, or Expert).

For more on managing users go to: User Enrolment, Removal and Updates