Enrol one or more learners onto a course, either by selecting them from a list or uploading a CSV file.
✅ Before you start: You need the Admin or Manager role. The course must be published to the catalogue and have licences available. Hidden courses can still be enrolled manually.
ℹ️ Note: If you're a Manager, you can only enrol learners in the organisation units you manage. Anyone else in your list or CSV file is skipped. If you don't see Catalogue → Courses, go to People → Users, click Bulk actions and select Enrol to course instead.
Choose your method:
- Enrol from a list - select individual learners or use filters.
- Enrol using a CSV file - bulk upload by email address.
Enrol learners from a list
- Go to Catalogue → Courses.
- Find the course, click the ⁝ menu, and select Enrol learners.
- Confirm the course and click Next.
- Select Select from list.
- Tick the checkbox next to each learner you want to enrol, then click Next. By default, the list shows active learners who aren't currently enrolled. To change this, use the search box or the Roles, Organisation unit, Groups, User status and Enrolment status filters.
💡 Tip: To select all learners across multiple pages, tick the Select all checkbox at the top of the list. Then click Select all [number] users eligible for this action. This leaves out learners marked Completed externally, so tick them individually if you want to enrol them again.
ℹ️ Note: The list shows each learner's enrolment status for this course and their last completed date. A date from an earlier enrolment is marked (previous record), and learners who completed the course outside Form LMS show Completed externally. Learners with a current enrolment, or without an active Learner account, are greyed out.
ℹ️ Note: You can enrol learners again if they completed the course, didn't pass or were withdrawn. Learners who are already enrolled are skipped.
- Form validates the course and learners. Review any skipped learners, then click Start enrolment.
- Confirm the total in the popup and click Start enrolment.
The enrolment is queued and processed. You'll see a progress screen, followed by a confirmation when complete. Learners receive the enrolment notification email, if it's switched on for your workspace.
💡 Tip: Click View summary to see a breakdown of successful enrolments, failures, and skipped items. To download the results, click Download results CSV at the top right of the summary screen.
Enrol learners using a CSV file
- Follow steps 1-3 above, then select Upload CSV.
- Click Download template to get the CSV template.
- Replace the example rows with your learners' email addresses, one per row in the email column. Save the file as CSV UTF-8, up to 5MB and 10,000 email addresses.
- Click the upload area and select your completed file, or drag the file onto it.
- Form shows how many emails are valid and invalid. Click Download validation issues to see any problem rows, then click Next.
- Review the validation results and click Start enrolment.
The enrolment process is the same as above. You'll see the progress screen and a confirmation when complete.
Something not working?
Can't find the learner? Check that their account is active, that they aren't already enrolled, and that your filters aren't too narrow. Try searching by email address instead of name.
Learner can't see the course after enrolment? Click View summary on the completion screen to check the enrolment succeeded, and check the learner's account is active. See Enrolment States - Definitions for more on enrolment statuses.
Is the Next button greyed out? You may have selected more learners than there are licences. You'll see "You have selected [number] users, but only [number] licences are available for this course. Please deselect some users to proceed." Deselect some learners, or remove rows from your CSV file.
Can't see Enrol to course on the Users page? If your workspace manages users through the Form User API, the enrol options are hidden from the Users page. Use Catalogue → Courses instead.
Enrolment failed or was skipped? Click View summary on the completion screen to see why. Common reasons include an existing enrolment on the course, an account that isn't active, no Learner role, or no licences left.