Manager user guide

This guide covers the key tasks you can perform as a Manager in Form LMS. You can manage users, enrolments, and bookings for your assigned organisation units.

Your access: Organisation units assigned to you.

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 user accounts within your organisation units. Update profile details or change organisation unit and group memberships.

View user history

View and manage learners' course enrolments, event bookings, and module completion status.

Archive a user profile

Archive inactive user accounts to remove them from active lists. Their learning history is preserved.

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.

Bulk actions

Perform actions on multiple users at once. For example, enrol or withdraw several learners from courses.

Managing event bookings

Book learners onto an event session

Reserve places for learners from your organisation units on scheduled event sessions.

Cancel a session booking

Remove learner bookings from event sessions when they can no longer attend.

View session bookings

Check which learners from your organisation units are booked onto event sessions.

Additional resources

About organisation units

Understand how organisation units structure your learners and define your management scope.

Manage invited users

Track and manage users you have invited who have not yet accepted their invitation.