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Manage learners and groups

Manage your learners efficiently and assign them activities in Teach Up. This guide explains how to navigate these features.

Table of content

This feature is available for accounts under the Platform subscription

Access the learner management tab


Navigate to the "Learners" ParentSocial tab located in the navigation bar of your studio.

Add New Learners

Add Learners Manually

To add learners manually, follow these steps:

  1. Access the "Learners" ParentSocial tab.
  2. Click "+ New".
  3. Enter the email address(es) of the learners to be added.
  4. Click "Save".

Add Learners in Bulk

To import multiple learners at once, follow these steps:

  1. Access the "Learners" ParentSocial tab.
  2. Copy the email addresses from an Excel or CSV file.
  3. Paste them into the learner addition field.
  4. Select "Confirm".

    Click on the image to open it in a new tab

 

⚠️ Adding learners does not trigger account creation emails.
Learners will be able to create their accounts later, either through the direct access link or when they are assigned to a new activity. 

Manage Learners by Groups

Create learner groups to simplify the assignment of courses, training paths, or assessments. These groups also allow you to sort learners into cohorts.

Create a Group

To create a new group, follow these steps:

  1. Access the "Learners" ParentSocial tab.
  2. Click the "Manage Groups" icon usersGroup.
  3. Click the "Create a Group" button.
  4. Select a color associated with your group.
  5. Add a group title.
  6. Click "Confirm".

Assign a Learner to a Group

To assign a learner to a group, follow these steps:

  1. Select the learner.
  2. Click the three dots and choose "Select Groups" usersGroup.
  3. Choose the group(s) to assign to the learner.
  4. Click "Confirm".

Remove a Learner

To remove a learner, follow these steps:

  1. Access the "Learners" tab.
  2. Search for the learner to be removed.
  3. Click "Exclude Learner" trash_red next to their name.

At this stage, the learner will still be counted in the total learner count, but they will be grayed out and no longer have access to the platform.

To permanently remove them, click the three dots again and select "Delete Permanently" trash_red.

View Learner Count

The learner count resets with each contract renewal (typically annually). Unused seats do not roll over to the next subscription year.

Export Learners

 To export the list of learners:

  1. Access the "Learners" ParentSocial tab.
  2. Select "Export" download-1.
  3. Choose the export format (CSV, Excel, etc.).
  4. Click "Download" to retrieve the file.

Frequently Asked Questions

How to add learners by importing an Excel (XLSX) or CSV file?
Currently, it is not possible to import learners via an Excel or CSV file. However, you can copy/paste a list of email addresses separated by commas or line breaks.

Can I modify the email address of an existing learner?
Teach Up does not allow updates to learner email addresses. You will need to create a new account with the learner’s new email address.

How to re-include an excluded learner?
To re-include an excluded learner, follow these steps:

  1. From the learner list, click "Advanced".
  2. In the "Status" tab, open the dropdown list.
  3. Select the "Excluded" filter only, then click "OK".
  4. Click "Apply" to display the list of excluded learners.
  5. Next to the learner, click the three dots, then select "Re-include".

What is the impact of excluding a learner?
When a learner is excluded, they can no longer access the Teach Up platform. However, all their data, such as assignment history, progress, and results, are retained. The data remains visible in the activity dashboard.

Here is the interface displayed when an excluded learner attempts to access Teach Up:

I added a learner, but I can't find them in the list. What should I do?

If you're unable to find an added learner, first check if they are listed among the excluded learners. If not, contact our support team.

How can I change my learners’ first and last names?
Currently, it is not possible to manually edit a learner’s first and last names from the Teach Up Studio.
These details can only be updated by learners themselves from their learner space: https://app.teachup.com/learner.

If the first and last name fields are not visible, it means the learner has not yet created their Teach Up account. These details are requested before the account creation process is completed.