Enrollment Manager Assignment

Purpose

Give a user the ability to invite and enroll people into the platform, courses, and programs—without granting full tenant admin or course-editing access.

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How to Assign the Enrollment Manager Role

Open Management

1. Go to Tenant Settings → Management.

Assign the Policy

2. In User Management / Policies, select Enrollment Manager.
3. Apply this policy to the user.
4. Click Save.

Assigning Enrollment Manager globally is the quickest way to grant invitation permissions.

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What Enrollment Managers Can Do

After assignment, the user can:

• Invite users to:
  • The platform
  • Courses
  • Programs
• Use single-email invites or CSV uploads (templates available).
• View invite status:
  • Sent
  • Pending
  • Accepted
• Manage Teams:
  • View teams
  • Create teams they own
  • Add users to teams they created or to existing teams

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What Enrollment Managers Cannot Do

• Edit or modify course content
• Change tenant settings
• Perform broader administrative actions outside invitations and team assignment

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Enrollment Manager View (What It Looks Like)

• Access to Teams tab:
  • See team membership
  • Add members to teams
• Invite button available across:
  • Users
  • Courses
  • Programs
• Invitation flow mirrors tenant admin UX, but is limited to enrollment tasks only

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Typical Workflow

1. Log in as an Enrollment Manager.
2. Go to Teams → Invite.
3. Send invitations via email or CSV.
4. Track pending and accepted invites.
5. Once users register, add them to the appropriate team (new or existing).

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Result

Enrollment Managers can efficiently onboard learners and organize them into teams—without access to content editing or tenant-wide configuration—keeping responsibilities clean and secure.