Enroll users in courses and training plans

Introduction

When you enroll users in training, this will make them learners of the course or training plan in question.

Users can be enrolled in a course or training plan:

• From the Users page.
• From the People section of the training configuration panel.
• By managing the membership of Azure Active Directory (AAD) groups.
• Using the LMS365 API.

In this guide, we cover how you enroll users in courses and training plans.

 

 

Enroll users from the Users page

Required role: catalog admin

As a catalog admin, you can enroll users in courses and training plans from the Users page in the LMS365 Admin Center.

For detailed information about this process, see this article.

 

 

Manage learners from the course/training plan configuration panel

Required roles: catalog admin. Course admins can enroll and manage learners of the course or training plan after the training plan has been created and after they've been assigned the training admin role.

Depending on the training type, you can enroll users in courses and training plans:

• From the People section of the course/training plan configuration panel (for e-learning, instructor-led training, and training plans).
• From the Sessions section of the course configuration panel (for instructor-led training only).

 

e-Learning courses

Required roles: catalog admin. Course admins can enroll and manage learners of the course or training plan after the training plan has been created and after they've been assigned the training admin role.

 

From the People section of the course configuration panel, you can enroll users in e-learning courses.

To enroll users in e-learning courses:

1. From the Learners tab in the People section, select + Enroll Learner(s).

2. In the Search for user(s) field, enter the names, AAD groups, Microsoft 365 groups, email-enabled security groups, or security groups of the users you want to enroll.

You can enter a maximum of 50 internal users or 1,500 symbols at a time, as a comma or semicolon-separated list.

You can’t add the Everyone and Everyone except external user groups.

If you enter invalid email addresses or unrecognized users, you won't be able to proceed until you resolve the issues. Invalid email addresses and users are highlighted in red.

If you exceed the maximum of 50 email addresses or 1,500 characters, you'll see a corresponding information message. You can enter more email addresses by repeating this process.

If you add an AAD group, all the users in the group are counted.

3. Select Enroll.

 

 

It may take a few minutes to enroll all the users. During this time, their names will be greyed out and inactive in the list of enrolled learners.

Enrolled users and groups are displayed in alphabetical order, regardless of the order in which they were added. Enrolled groups show the number of users in brackets next to their title.

The names of the learners and group titles become active and available for the Send Email Message and Unenroll options.

 

These changes are automatically saved.

 

Instructor-Led Training

The enrollment process for instructor-led training differs depending on the enrollment type:

• Single group or standalone session
• All groups and standalone sessions

• Multiple groups or standalone sessions

 

Courses of the single- enrollment type

You can enroll users in instructor-led training with the single- enrollment type in one of the following ways:

• Enroll users in a course and register them for a standalone session or a session group.
• Enroll users in a course and enable them to select a standalone session or a session group themselves.
• Enroll users in a course and enable them to complete the course without registering for a standalone session or a session group.

 

Enroll users in a course and register them for a standalone session or a session group

If you want certain users to be registered for a specific session or session group, you can:

• Register them directly in the relevant session or session group. This action automatically enrolls learners in the course.
• First enroll them in the course and then register in the relevant session or session group.

To check whether a user is already registered for a specific session or session group of the course, navigate to the People section > Learners > check the Session column.

 

 

Register users for a session or session group of the course:

1. Go to the Sessions section of the course configuration panel, then select an existing session or session group, or create one.

If you start from the People section of the course configuration panel and no learners are displayed there, you'll see a link that will direct you to the Sessions section of the course configuration panel.

 

 

2. In the Sessions section, from the opened Actions panel, select Manage Learners.

3. On the opened Manage Learners panel, select + Enroll Learner(s).

4. In the Search for user(s) field, enter the names, AAD groups, Microsoft 365 groups, email-enabled security groups, or security groups of the users you want to register for the session or session group.

You can enter a maximum of 50 internal users or 1,500 symbols at a time, as a comma or semicolon-separated list.

You can’t add the Everyone and Everyone except external user groups.

If you enter invalid email addresses or unrecognized users, you won't be able to proceed until you resolve the issues. Invalid email addresses and users are highlighted in red.

If you exceed the maximum of 50 email addresses or 1,500 characters, you'll see a corresponding information message. You can enter more email addresses by repeating this process.

If you add an AAD group, all the users in the group are counted to ensure the number of enrollments doesn't exceed the maximum number of attendees for the session or session group (if a maximum number of attendees is set). The number of users in the group is displayed in brackets.

5. Select Enroll.

 

 

Enroll users in a course and enable learners to select a session or session group themselves

 

Catalog and course admins can enroll users in a course, then enable learners to select a session or session group themselves, if this is a prerequisite for course completion.

When attendance for a course is set as required for course completion and the Allow enrollment without session registration option is disabled, users will receive a Course Session Selection Request notification. Following the link in the notification, users will be prompted to select a session or session group to complete their registration.

1. From the Learners tab in the People section of the course configuration panel, select + Enroll Learner(s).

2. In the Search for user(s) field, enter the names, AAD groups, Microsoft 365 groups, email-enabled security groups, or security groups of the users you want to enroll in the course.

You can enter a maximum of 50 internal users or 1,500 symbols at a time, as a comma or semicolon-separated list.

You can’t add the Everyone and Everyone except external user groups.

If you enter invalid email addresses or unrecognized users, you won't be able to proceed until you resolve the issues. Invalid email addresses and users are highlighted in red.

If you exceed the maximum of 50 email addresses or 1,500 characters, you'll see a corresponding information message. You can enter more email addresses by repeating this process.

If you add an AAD group, all the users in the group are counted.

3. Select Enroll.

Enrolled users and groups are displayed in alphabetical order, regardless of the order in which they were added. Enrolled groups show the number of users in brackets next to their title.

The names of the learners and group titles become active and available for the Send Email Message and Unenroll options.

 

Enroll users in a course and enable them to complete it without registering for a session or session group

Catalog and course admins can enroll users in a course, then enable learners to complete the course without registering for a session by enabling the Allow enrollment without session registration option and setting attendance as not required.

When attendance for a course isn't required for course completion and the Allow enrollment without session registration option is enabled, learners won't receive a Course Session Selection Request notification and they won't be prompted to select a session or session group. However, learners can still register for any available sessions if they want.

1. In the Settings section of the course configuration panel, move the Allow enrollment without session registration toggle to the On position. 

2. In the Basic Details section of the course configuration panel, set Attendance is not required for completion. This enables learners to complete the course without attending a session or session group. If you keep attendance as required for course completion, learners can take the course without selecting a session but they won't be able to complete it.

3. From the Learners tab in the People section of the course configuration panel, select + Enroll Learner(s).

4. In the Search for user(s) field, enter the names, AAD groups, Microsoft 365 groups, email-enabled security groups, or security groups of the users you want to enroll in the course.

You can enter a maximum of 50 internal users or 1,500 symbols at a time, as a comma or semicolon-separated list.

You can’t add the Everyone and Everyone except external user groups.

If you enter invalid email addresses or unrecognized users, you won't be able to proceed until you resolve the issues. Invalid email addresses and users are highlighted in red.

If you exceed the maximum of 50 email addresses or 1,500 characters, you'll see a corresponding information message. You can enter more email addresses by repeating this process.

If you add an AAD group, all the users in the group are counted.

5. Select Enroll.

Enrolled users and groups are displayed in alphabetical order, regardless of the order in which they were added. Enrolled groups show the number of users in brackets next to their title.

The names of the learners and group titles become active and available for the Send Email Message and Unenroll options.

 

Courses of the all- enrollment type

For instructor-led training with the all- enrollment type, you enroll users from the People section of the Learners tab on the course configuration panel. As a result, users will be enrolled in the course and registered for all of its sessions and session groups.

1. From the Learners tab in the People section of the course configuration panel, select + Enroll Learner(s).

2. In the Search for user(s) field, enter the names, AAD groups, Microsoft 365 groups, email-enabled security groups, or security groups of the users you want to enroll in the course.

You can enter a maximum of 50 internal users or 1,500 symbols at a time, as a comma or semicolon-separated list.

You can’t add the Everyone and Everyone except external user groups.

If you enter invalid email addresses or unrecognized users, you won't be able to proceed until you resolve the issues. Invalid email addresses and users are highlighted in red.

If you exceed the maximum of 50 email addresses or 1,500 characters, you'll see a corresponding information message. You can enter more email addresses by repeating this process.

3. Select Enroll.

 

 

It may take a few minutes to enroll all the users. During this time, their names will be greyed out and inactive in the list of enrolled learners.

 

 

Enrolled users and groups are displayed in alphabetical order, regardless of the order in which they were added. Enrolled groups show the number of users in brackets next to their title.

The names of the learners and group titles become active and available for the Send Email Message and Unenroll options.

 

Courses of the multiple- enrollment type

You can enroll users in instructor-led training with the multiple- enrollment type in one of the following ways:

• Enroll users in a course and register them for specific sessions and/or session groups.
• Enroll users in a course and enable them to select sessions and/or session groups themselves.
• Enroll users in a course and enable them to complete the course without registering for sessions or session groups.

 

Enroll users in a course and register them for specific sessions and/or session groups

When attendance is required for course completion, this type of training requires users to be registered for at least one standalone session or session group. If you want certain users to be registered for specific sessions and/or session groups, you can enroll them via the relevant sessions or session groups.

To check whether a user is already registered for sessions or session groups, navigate to the People section > Learners > check the Course sessions column > select the List of Sessions link.

 

 

Register users for specific sessions and/or session groups of the course:

1. Go to the Sessions section of the course configuration panel, then select an existing session or session group, or create one.

2. From the Actions panel, select Manage Learners.

3. On the opened Manage Learners panel, select + Enroll Learner(s).

4. In the Search for user(s) field, enter the names, AAD groups, Microsoft 365 groups, email-enabled security groups, or security groups of the users you want to enroll in the course.

You can enter a maximum of 50 internal users or 1,500 symbols at a time, as a comma or semicolon-separated list.

You can’t add the Everyone and Everyone except external user groups.

If you enter invalid email addresses or unrecognized users, you won't be able to proceed until you resolve the issues. Invalid email addresses and users are highlighted in red.

If you exceed the maximum of 50 email addresses or 1,500 characters, you'll see a corresponding information message. You can enter more email addresses by repeating this process.

If you add an AAD group, all the users in the group are counted to ensure the number of enrollments doesn't exceed the maximum number of attendees for the session (if a maximum number of attendees is set). The number of users in the group is displayed in brackets.

5. Select Enroll.

You can enroll users in as many standalone sessions and/or session groups as you want.

 

Enroll users in a course and enable learners to select sessions or groups themselves

Catalog or course admins can enroll users in a course, then enable learners to select the sessions and session groups themselves, if this is a prerequisite for course completion.

When attendance for a course is set as required for course completion and the Allow enrollment without session registration option is disabled, users will receive a Course Session Selection Request notification. Following the link in the notification, users will be prompted to select sessions and/or session groups to complete their registration.

1. From the Learners tab in the People section of the course configuration panel, select + Enroll Learner(s).

2. In the Search for user(s) field, enter the names, AAD groups, Microsoft 365 groups, email-enabled security groups, or security groups of the users you want to enroll in the course.

You can enter a maximum of 50 internal users or 1,500 symbols at a time, as a comma or semicolon-separated list.

You can’t add the Everyone and Everyone except external user groups.

If you enter invalid email addresses or unrecognized users, you won't be able to proceed until you resolve the issues. Invalid email addresses and users are highlighted in red.

If you exceed the maximum of 50 email addresses or 1,500 characters, you'll see a corresponding information message. You can enter more email addresses by repeating this process.

3. Select Enroll.

Enrolled users and groups are displayed in alphabetical order, regardless of the order in which they were added. Enrolled groups show the number of users in brackets next to their title.

The names of the learners and group titles become active and available for the Send Email Message and Unenroll options.

 

 

Enroll users in a course and enable them to complete it without registering for sessions or session groups

Catalog and course admins can enroll users in a course, then enable learners to complete the course without registering for a session or session group by enabling the Allow enrollment without session registration option and setting attendance as not required.

When attendance for a course isn't required for course completion and the Allow enrollment without session registration option is enabled, learners won't receive a Course Session Selection Request notification and they won't be prompted to select a session or session group. However, learners can still register for any available sessions if they want.

1. In the Settings section of the course configuration panel, move the Allow enrollment without session registration toggle to the On position. 

2. In the Basic Details section of the course configuration panel, set Attendance is not required for completion. This enables learners to complete the course without attending a session or session group. If you keep attendance as required for course completion, learners can take the course without selecting a session but they won't be able to complete it.

3. From the Learners tab in the People section of the course configuration panel, select + Enroll Learner(s).

4. In the Search for user(s) field, enter the names, AAD groups, Microsoft 365 groups, email-enabled security groups, or security groups of the users you want to enroll in the course.

You can enter a maximum of 50 internal users or 1,500 symbols at a time, as a comma or semicolon-separated list.

You can’t add the Everyone and Everyone except external user groups.

If you enter invalid email addresses or unrecognized users, you won't be able to proceed until you resolve the issues. Invalid email addresses and users are highlighted in red.

If you exceed the maximum of 50 email addresses or 1,500 characters, you'll see a corresponding information message. You can enter more email addresses by repeating this process.

If you add an AAD group, all the users in the group are counted.

5. Select Enroll.

Enrolled users and groups are displayed in alphabetical order, regardless of the order in which they were added. Enrolled groups show the number of users in brackets next to their title.

The names of the learners and group titles become active and available for the Send Email Message and Unenroll options.

 

Enroll users in training plans

You can enroll users in a training plan from the People section of the training plan configuration panel.

1. From the Learners tab in the People section of the training plan configuration panel, select + Enroll Learner(s).

2. In the Search for user(s) field, enter the names, AAD groups, Microsoft 365 groups, email-enabled security groups, or security groups of the users you want to enroll in the training plan.

You can enter a maximum of 50 internal users or 1,500 symbols at a time, as a comma or semicolon-separated list.

You can’t add the Everyone and Everyone except external user groups.

If you enter invalid email addresses or unrecognized users, you won't be able to proceed until you resolve the issues. Invalid email addresses and users are highlighted in red.

If you exceed the maximum of 50 email addresses or 1,500 characters, you'll see a corresponding information message. You can enter more email addresses by repeating this process.

If you add an AAD group, all the users in the group are counted.

3. Select Enroll.

 

 

It may take a few minutes to enroll all the users. During this time, their names will be greyed out and inactive in the list of enrolled learners.

Enrolled users and groups are displayed in alphabetical order, regardless of the order in which they were added. Enrolled groups show the number of users in brackets next to their title.

The names of the learners and group titles become active and available for the Send Email Message and Unenroll options.

These changes are automatically saved.

 

 

Enroll users by managing AAD group

Required roles: the Microsoft 365 global admin can manage users within AAD groups. Course and catalog admins can enroll AAD groups in courses and training plans.

When AAD groups are enrolled in a course or training plan, the current members of the group, as well as users who are later added to the group, will automatically be enrolled in the course or training plan.

You might choose to enroll AAD groups in training to ensure everybody with a certain role will automatically be enrolled in the same training. When users are assigned their role, they're added to the related AAD group. For example, there can be AAD groups for managers, new hires, or specific departments, and these groups can be enrolled in relevant training.

Users with the Microsoft 365 global admin role are responsible for managing users within AAD groups. When the Microsoft 365 global admin adds a user to an AAD group, the user is automatically enrolled in any courses or training plans in which the group is enrolled. When a user is removed from an AAD group, they're automatically unenrolled from any courses or training plans in which the group is enrolled.

For more information about enrolling users in courses and training using AAD or Microsoft 365 groups, see this article.

 

Enroll users via the LMS365 API

You can enroll users in courses and training plans using the LMS365 API. Here, you'll need to use the appropriate API endpoint for the training type.