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Home > Z Archived > BenchPrep Accelerate > Admin Support > How do I create a new cohort?
How do I create a new cohort?
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INTERNAL USE ONLY
 

1. Open up the Program Admin dashboard. If you do not have access to the program you need to create a cohort for, impersonate a user who does have access. 

2. Go to the Cohorts tab and click on the "New Cohort" button. If you're going to make one cohort at a time, select "New Cohort" from the drop-down list; if you want to create multiple cohorts simultaneously, click on "Upload Multiple" to upload a CSV of cohort information.  

To create one cohort, follow these instructions: 

3. On this first page, give your cohort a name. If you'd like for every user in this cohort to have the same end date for their Path, set the "Preset Study Plan Completion Date" field; otherwise, click on the "Next" button to continue. 

4. On the next page, select the manager(s) you would like to add to the cohort by clicking on the checkbox next to their name, then clicking on the "Add to Group" button. When you're done, click on the "Next" button. 

5. Now, do the same for students - check the boxes next to the students you'd like to add to the cohort and click on the "Add to Group" button. Finally, click on the "Finish" button. 

To create multiple cohorts, follow these instructions: 

6. Select "Upload Multiple" from the drop-down list instead of "New Cohort." 

7. Create a CSV file in Excel that follows the guidelines shown here. In addition to creating cohorts, you can also use this CSV to upload new students or managers.

8. Select a contract that any new users created by this CSV will be part of (if your program only has one active contract, it is selected by default). Check the box next to the course(s) those new users should gain access to. 

9. Upload the CSV and click on the "Upload" button. If you receive an error message, check your file for errors and try again. 

 
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