What is the People tab?
The People tab in AdminStudio is a centralized view of all ExecOnline participants within your organization. It provides tools to:
Import new participants.
Create, view, update, and remove Groups.
Remove participants from Groups.
Important: Participants must appear in the People tab before being invited to a Learning Collection or program via the Platform. However, participants accessing via a share URL (deep link) do not need to be added to the People tab.
How do I add participants to the People tab?
You can add participants in bulk using a .csv file:
Navigate to the People tab and click the “Import participants” button.
Download the sample.csv file and fill in the names and emails of participants.
Save the file as a .csv and upload it to AdminStudio.
Review and confirm the import. Once completed, participants will appear in the People tab.
Pro Tip: After importing, assign participants to existing Groups if applicable.
What is a Group?
A Group helps organize participants into learning cohorts and simplifies bulk invitations to specific Learning Collections, programs, or learning journeys.
Pro Tip: Always create a Group before importing participants to the People tab.
How do I create a Group?
Navigate to the People tab in AdminStudio.
Select the Groups sub-tab.
Click the “Add Group” button and name your Group.
What are my options for adding participants or Groups to a Learning Collection or program?
Once a Learning Collection is published, you can invite participants in two ways:
Email Invitations:
Invite participants to a specific program.
Allow participants to browse a Learning Collection.
Share URL:
Share a deep link to a specific program.
Share a link to a browsable Learning Collection.
How do I send an email invitation for a specific program?
Ensure participants are in the People tab.
Within the Learning Collection tab, find the relevant Learning Collection and click the three vertical dot menu → “Manage Participant Access.”
Open the Program Access sub-tab, locate the desired program, and click “Invite.”
Type the names of participants or Groups and select them.
Schedule the invitation by setting a date, time, and time zone.
Click Submit, and the invitations will be sent at the scheduled time.
How do I send an email invitation to a Learning Collection?
Ensure participants are in the People tab.
In the Learning Collection tab, find the Learning Collection and click the three vertical dot menu → “Manage Participant Access.”
Click the “Invite Participants” button.
Type and select the participants or Groups.
Schedule the invitation and click Submit.
What if my participant never received their email invitation?
If an invitation isn’t received:
Ask the participant to check their spam or junk folder.
If the email isn’t found, admins can share a Learning Collection share URL to grant immediate access.
To find the share URL:
In the Learning Collection tab, find the relevant Learning Collection and click the three vertical dot menu → “Publish and Share.”
Copy the share URL from the screen.
How do I find a share URL (deep link) to a specific program?
Within the Learning Collection tab, locate the relevant Learning Collection.
Click the three vertical dot menu → “Manage Participant Access.”
Go to the Program Access sub-tab to see the program list.
Click “Copy URL” next to the desired program to copy the deep link.
How do I find a share URL to a Learning Collection?
In the Learning Collection tab, locate the relevant Learning Collection.
Click the three vertical dot menu → “Publish and Share.”
Copy the share URL from the screen.