1. View Students
From the left sidebar, select View Students.
The Students Table will display all of your student connected to your assignments with columns for:
Name
Role (Admin, Instructor, Student)
Status (Activated, Provisioned, etc.)
Group assignment
Assigned staff
Last visit
Date created
Actions menu
Use the filters at the top (Role, Status, Group, Staff) or the search bar to quickly locate specific users.
2. Invite Users
Click Invite User at the top of the Students Table.
In the Invite Users window:
Share the organizations account link. This is best used when students will join on their own. They can use this link to sign up, sign in and access the platform.
Or, send invite emails.
Enter one or more email addresses (comma, space, or Enter separates entries).
Select a role from the dropdown (e.g., Student, Instructor, Admin).
If you are adding team members, select Instructor.
If you are adding students, select Student.
Optionally upload a CSV file for bulk invites.
Assign a staff member connected to the platform
Ensure Send invite email is toggled on.
Click Invite to send account invitations.
3. Manage Groups
Click Manage Groups to open the Manage Groups window.
Create a new group by entering a name and selecting + Add group.
Use the pencil icon to rename existing groups or the trash icon to delete them.
Assign users (Instructors or Students) to groups via the Actions menu in the Students Table.
4. Edit or Assign Users
In the Students Table, locate the user and click the Actions menu (three dots).
Options include:
View Activities – see detailed session history.
Edit – update profile details or role.
Assign staff/group – link the user to a staff member or group.
Archive – deactivate the staff or student account.
5. Export User Data
Click Export CSV to download your Student specific data table for reporting or record‑keeping.