What is the People Tab?
The People tab in AdminStudio is a centralized dashboard that allows you to manage ExecOnline participants within your organization. Key functionalities include:
Importing new participants.
Creating, viewing, updating, and removing Groups.
Removing participants from Groups.
Important: Participants must be listed in the People tab to be invited to a Learning Collection or program. However, those accessing via a share URL do not need to be added to the People tab.
How Do I Add Participants to the People Tab?
Adding participants via a .csv file is a quick and efficient way to onboard them:
Navigate to the People tab and select “Import participants.”
Download the sample .csv file and fill in the participant details (e.g., names, emails).
Save the file as a .csv and upload it to AdminStudio.
Review the uploaded list and confirm. Once imported, participants will appear in the People tab.
Pro Tip: After importing, assign participants to existing Groups to streamline management.
What is a Group?
A Group helps organize participants into learning cohorts, simplifying the process of sending bulk invitations to specific Learning Collections, programs, or learning journeys.
Pro Tip: Always create a Group before importing participants into the People tab.
How Do I Create a Group?
Navigate to the People tab in AdminStudio.
Click the Groups sub-tab on the Participants screen.
Select the “Add Group” button and name your Group.
What Are My Options for Adding a Participant or Group to a Learning Collection/Program?
You can share Learning Collections or programs with participants in two ways:
Email Invitations:
Invite participants to enroll in a specific program.
Allow participants to browse a Learning Collection.
Share URL:
Provide a 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.
Go to the Learning Collection tab, locate the relevant Learning Collection, and click the three-dot menu → “Manage Participant Access.”
Open the Program Access sub-tab and find the desired program.
Click “Invite,” then type and select participant names or Groups.
Schedule the invitation by setting the date, time, and time zone.
Confirm the invitation, and participants will be notified 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-dot menu → “Manage Participant Access.”
Click “Invite Participants” and select names or Groups.
Schedule the email invitation and submit.
What if a Participant Didn’t Receive Their Email Invitation?
Have the participant check their spam or junk folder.
If the email still isn’t found, share the Learning Collection's share URL to grant immediate access.
To find the share URL:
In the Learning Collection tab, locate the Learning Collection.
Click the three-dot menu → “Publish and Share.”
Copy the share URL.
How Do I Find a Share URL (Deep Link) to a Specific Program?
Go to the Learning Collection tab and locate the relevant Learning Collection.
Click the three-dot menu → “Manage Participant Access.”
Open the Program Access sub-tab and find the program.
Click “Copy URL” next to the desired program to grab the deep link.
How Do I Find a Share URL to a Learning Collection?
In the Learning Collection tab, locate the Learning Collection.
Click the three-dot menu → “Publish and Share.”
Copy the share URL from the displayed screen.