Registering Users: Registering Users for Courses

DigitalChalk offers several methods to register users for courses:

1. Self-registration: 

By default, learners can register themselves through the catalog. To disable this:

• Go to the Offerings page under the Create menu, and click the name of an offering
• Click on Registration from the context menu
• Use the toggle for “Exclude from catalog”

2. Manual registration:
   • From the Offerings page:
     a. Click the three dots next to the course name
     b. Select “Register learners”
     c. Enter user names or emails
     d. Click “Add user” and then “Register”

• From the Users page:
  a. Check boxes next to users to register
  b. Click the action bar at the bottom right
  c. Select “Register for course”
  d. Enter the course title and complete the registration

3. Bulk registration:
   • Go to the Users page
   • Click the dropdown next to “Add User” and select “Register users”
   • Enter the course name
   • Upload a CSV file with user email addresses
   • Map the email address field
   • Click “Import now”
   • Check the results after processing
4. Automated registration rules:
   • Access through the Lead menu and select Registrations
   • Click Add in the upper right
   • Category tabs of rules include:
     a. Login rules (register users when they log in)
     b. Event rules (register after completing another course)
     c. On-demand rules (immediate registration)
     d. Scheduled rules (register after a specified time post-completion)

Remember to check that all users have accounts before attempting to register them for courses. The registration process may take several seconds to minutes, depending on the number of users.