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:
Then click on the invite a user.
The following will open up and you can invite someone using their first, last name and email.
FROM THE COURSE: Select the Share button and add the email of the person you want to invite.
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.
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.
Note: Learners cannot self-unenrol. Super admins must be invited as course admins to assist with enrolments.
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 Branded Training Platform (Premium) team if they are supporting your course setup or delivery.
Navigate to the course where you want to add users and click the user icon labelled Click to manage users and groups at the top of the course editor.
In the popup, ensure you are on the Users tab (selected by default). On the right side of the panel, click Add user.
In the Add user field, type the person's email address (or name, if they're already registered).
Use the dropdown next to the input box (default is As Learner) and choose As Facilitator.
Once the email and role are selected, click Add. The user will be added to the course with the assigned role.
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 team members from the Coursebox Branded Training Platform (Premium) if they are assisting you.
Add an admin
In the Course Editor, click the Manage Users and Groups icon.
Select Users.
On the right-hand side, select Add User.
Type @ and their name and their profile icon will pop up.
From the dropdowns, select Collaborator.
Then click Add to confirm.
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 profile of the person you want to remove as a Collaborator.
Their current roles (e.g. Facilitator, Collaborator) will display under their name.
Click the Edit (pencil) icon next to their name/status. A box will appear showing their active roles.
Click the X next to Collaborator to remove their access.
Save changes.
The user will now lose Administrator permissions but will still keep any other roles assigned (e.g. Learner, Facilitator, or Expert).