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How do I add or remove learners, facilitators, or collaborators?

Use the @mention feature or upload a CSV file to efficiently manage users in your course. Collaborators have full editing rights, Facilitators support content delivery, and Learners are your target audience. Super Admins can transfer course ownership to another user when required. Roles can be reassigned or removed at any time from the user management tabs.

This feature allows course collaborators and facilitators to efficiently manage learner enrolment and collaboration settings within Coursebox. From this section, you can add or remove users, assign learners to specific groups, and control access to course content.

Add and Remove Learners Individually (Enrol or Unenrol a User)

Coursebox allows you to add learners one at a time, invite someone to a course, or grant access to a user directly.

FROM THE DASHBOARD: From the Left hand menu, select users:

Users icon in the left hand navigation menu

Then click on the invite a user.

Invite a user button on the Users page

The following will open up and you can invite someone using their first, last name and email.

Invite user form with first name, last name and email fields

FROM THE COURSE: Select the Share button and add the email of the person you want to invite.

Share panel with the field for inviting a learner by email

Unenrol a Learner from a Course (Remove a User from a Course)

Course admins can remove learners from a course, revoke access, or unenrol a user whenever needed.

  • From the Course Editor, click the People icon in the top-right corner.

People icon in the top right of the course editor
  • In the Users panel, find the learner and click the trash can icon in the Action column to unenrol them.

  • If re-enrolled later, progress is not lost — the learner will continue from the same point.

Can learners unenrol themselves?

Yes. Learners can remove themselves from a course they're enrolled in — you don't need to ask an admin to do it for you.

  1. Go to your course dashboard, where your enrolled courses appear as cards.

  2. Find the course you want to leave.

  3. Click the three-dot menu (⋮) in the top-right corner of the course card.

  4. Click Unenroll.

Course card three-dot menu showing the Unenroll option

Add facilitators

Adding a facilitator gives that person access to the course so they can support delivery, assist learners, and contribute to course management. This is also where you would grant access to members of the Coursebox team if they are supporting your course setup or delivery.

  • Navigate to the course and click the Share button at the top of the course editor.

  • In the pop-up, click People with Access.

  • In the Add user field, type the person's email address (or their name, if they're already registered), set the dropdown to As Facilitator, then click Invite User.

People with Access panel showing the As Facilitator dropdown

Add collaborators

Adding a Collaborator gives that person full access to view, edit, and contribute to your course development. This is ideal when you are co-creating content, reviewing materials, or receiving support from colleagues. You can also grant collaborator access to members of the Coursebox team if they are assisting you.

In the Course Editor, click the Manage Users and Groups icon.

Manage Users and Groups icon in the course editor
  • Select Users > click Add User on the right > type '@' and their name > select Collaborator from the dropdown > click Add.

Add User field with the Collaborator role selected

Note: The person must already have a user profile in your platform before they can be added as a collaborator.

Delete a collaborator

If you need to take away Collaborator access, follow these steps:

  • Open the person's profile > click the Edit icon (pencil) next to their name > click the X next to Collaborator > click Save.

Editing a user profile to remove the Collaborator role