Access Academy Learner management

Client Managers in Access Academy can add and manage Learners in Academy. 

There are two ways to create Learners in the Academy. You can create a single Learner or you can bulk upload a group of Learners.

Contact Support to add a new Client Manager.

On this page:

• Creating a single Learner
• Bulk importing Learners
• Assign content to existing Learners

Only create Learners in Thought Industries who do not have access to the Level Access platform.

Creating a single Learner

To create a single Learner in the Academy:

1. Select Users from the menu.
2. Select Learners.
3. Select the gear icon and choose Add Learner.
4. Fill in the Learner's:
   • First Name
   • Last Name
   • Email
5. Select the sublicense that the Learner is in. A sublicense represents the team or group that a Learner belongs to in your organization.
6. Fill in the remaining fields (optional):

   • Search Content to Add: Assign specific courses to Learners. Note that Learners can access all available courses even when they’re not assigned.

   • Learning Path Access: Assign specific learning paths to Learners. Note that Learners can access all available learning paths even when they’re not assigned.

   • Invite Message: Add a custom message that your team members will see on their invite emails.
   • Learner Reference: Add details to the Learner profile such as department. These are used for reporting purposes.
7. Select Invite. The Learner will receive an invitation email.

Bulk importing Learners

In addition to creating one Learner at a time, you can also bulk import Learners into the Academy by uploading a CSV file.

To access the CSV template:

1. Select Users from the menu.
2. Select Learners.
3. Select the gear icon and choose Bulk Import Learners.
4. Select Download CSV Template and the download will start automatically.
5. Open the template and fill in all the relevant fields for your Learners. Note that the only required columns are first name, last name, and email address.
6. Save the file.

To upload the CSV into Academy:

1. Select Users from the menu.
2. Select Learners.
3. Select the gear icon and choose Bulk Import Learners.
4. Select I’ve downloaded and filled in the template.
5. Upload your completed CSV. You'll get a preview of all the completed fields.
6. Select the Sublicense that the Learner is in. A Sublicense represents the team or group that a Learner belongs to in your organization.
7. Fill in the remaining fields (optional):

   • Search Content to Add: Assign specific courses to Learners. Note that Learners can access all available courses even when they’re not assigned.

   • Learning Path Access: Assign specific learning paths to Learners. Note that Learners can access all available learning paths even when they’re not assigned.

   • Invite Message: Add a custom message that your team members will see on their invite emails.
8. Select Next Step. Here you can review the information and fix any errors.
9. Select That looks good. Note that it may take some time for your upload process and for the invites to send.

Assign content to existing Learners

Content like courses and learning paths are available to Learners at the organization level. However, Client Managers can specifically assign a course or learning path to a Learner.

To assign a course or learning path:

1. Select Users from the menu.
2. Select Learners.
3. Search for the Learner you want to view.
4. Choose the Access tab.
5. Use the following fields to assign content:
   • Search Content to Add: Assign specific courses to Learners. Note that Learners can access all available courses even when they’re not assigned.
   • Learning Path Access: Assign specific learning paths to Learners. Note that Learners can access all available learning paths even when they’re not assigned.
6. Select Save.