Enrollment Manager Assignment

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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.

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.

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

What Enrollment Managers Cannot Do

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

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

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).

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.