Academy Admins, Training Managers with the Invite/register members to Academy Events permission enabled, and Managers with the Register Members to Events permission enabled, are able to register users to events through the Instructor-Led Training page.
How to get there
In the left navigation, make sure you are in the Team Workspace.
When in the Team Workspace, select Instructor-Led Training.
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Locate the event and its offering.
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Click the three-dot menu next to the offering title.
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Select Register team members.
Now you can start registering users. This can be either done by individual registration (By person), advanced registration (By criteria), or you can use Mass Registration through an Excel sheet.
By person
To register individuals to an event, select By person. Users that are not yet registered will have a plus next to their name. Click the plus to add them. You can click the minus in the list of selected users to deselect them. Scroll down, write out a message if you'd like, and click Register.
By criteria
If you want to select a group of users based on their job(s) and (above) units, or through a pre-made Organizational Template (see also: Creating Organizational Templates) you can use By criteria page. Go to the By Criteria tab and make your selection. Scroll down, leave a message if you want to, and click Register to register the users.
Mass Registration
Admins and Training Managers with the Invite/Register Members to Academy Events permission enabled can also register multiple users at once by uploading an Excel file.
To proceed:
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Navigate to the Team Workspace and select Instructor-Led Training from the left-hand menu.
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Locate the desired event and its corresponding offering.
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Click the three-dot menu next to the offering title and select Manage registrants.
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Open the three-dot menu within the registration page and choose Download template to obtain the Excel file.
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Complete the template with the required information for each participant.
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Return to the same menu, select Upload template, and upload the completed file to finalize the mass registration.
Note: There is no limit to the number of records that can be added through the template.
Additional notes:
- If you register a user using a template and you leave the 'attended' column empty, it will simply register the user. They will not have neither Attended or Absent selected.
- Let’s also clarify the meaning of two permissions related to user registration for events:
- Manage event members: This permission allows you to manage users listed on the registrants' page for an event.
- Register members to events after the registration deadline: This permission enables you to add users to the registrants' page after the registration deadline has passed. Please note that this permission can only be enabled if the "Register Members to Events" permission is already activated.