Assign Courses by Role
Course assignment is role-driven. Match a course to roles and everyone in those roles auto-enrolls.
Steps
- 1
Open the course and switch to the Settings tab.
- 2
Scroll to Assigned Roles. Tick any predefined roles (Front Office, Dentist, Hygienist, Admin) to auto-enroll everyone in them.
- 3
Need a role that's not listed? Type into Add custom role and press Enter, then assign that role to team members from /team.
- 4
Click Save. Assignees see the course appear in their /learn dashboard on their next visit.
- 5
Open the People & Progress tab on the same course to see who's enrolled and whether they're Not Started, In Progress, or Completed.