This guide covers the key tasks you can perform as a Manager in Form LMS. You can manage users, enrolments, and bookings in the organisation units assigned to you.
â Before you start: You need the Manager role.
Your access: Users in the organisation units assigned to you. If you can't see any users, ask an Admin to assign you an organisation unit.
Understanding your role
Roles and permissions
Learn what permissions you have as a Manager. See how your access differs from Admin and Learner roles.
Managing users
Invite users
Invite learners to your organisation units. Assign them to groups and enrol them onto courses during the invitation.
Edit users
Edit users in the organisation units you manage, including invited users who haven't accepted yet. Update profile details and groups, or move users to another unit you manage. You can't change anyone's roles.
Send a password reset
Send a password reset email to a user in your organisation units.
View a user's learning history
View learners' course enrolments, event bookings and progress, and add records of training completed outside Form.
Restore a user profile
Restore previously archived user accounts to make them active again within your organisation units.
Managing course enrolments
Enrol learners on a course
Add learners from your organisation units to courses, individually or in bulk.
Withdraw learners from a course
Remove learners from courses they no longer need to complete.
Manage enrolment requests
Approve or reject requests from learners in your organisation units to join courses that need approval.
Bulk actions
Enrol or withdraw several learners at once. Other bulk actions are available to Admins only.
Managing event bookings
Book learners onto an event session
Reserve places for learners from your organisation units on scheduled event sessions. Managers can't overbook, so if a session is full, contact an Admin.
Cancel a session booking
Cancel a learner's booking on an event session when they can no longer attend.
View session bookings
Check which learners from your organisation units are booked onto event sessions.
Related articles
About organisation units
Understand how organisation units structure your learners and define your management scope.
Manage invited users
Resend or cancel invitations, and update an invited user's organisation unit and groups before they accept.
âšī¸ Note: You can only manage users, enrolments and bookings in the organisation units assigned to you. To change a user's roles, overbook a session or create courses, contact your Admin.