1. In the Programs tab of the Tenant Dashboard, find the program you need to work on and click on its name. This should take you to the program’s details page.

2. Click on the grey “More” button and then select “Manage Cohorts” from the drop-down list.

This will take you to the Program Admin dashboard. 

3. Create the students. Go to the Students tab and click on the “New Students” button. This will pull up a drop-down list that gives you multiple options for uploading students to the program.

4. To add a student one-by-one, click on “Add a Student.” Fill out the “Name” and “Email” fields.

If your program has more than one contract, you'll be able to select which contract this user should be on from a drop-down list; if the program has only one contract, that contract is selected by default. 

Only check the box(es) next to course(s) that this user should be able to access. 

You must leave the “Password” field blank so that the student receives an email notifying them that their account’s been created and providing instructions to complete their registration.

5. To add multiple students with pre-existing email addresses, click on “Upload Multiple.” Follow the formatting guidelines exactly on the next page to upload a CSV file of student information. Again, make sure to leave the “password” column on your CSV blank. You may also choose to leave the “name” column blank, but the “email” column must be filled in for every student.

Again, if your program has more than one contract, you'll be able to select which contract this user should be on from a drop-down list; if the program has only one contract, that contract is selected by default. 

Only check the box(es) next to course(s) that this user should be able to access.

6. To add multiple students with fake, automated emails, click on “Generate Richardson Student Accounts.” Type in the prefix you’d like each email address to have (for example, “richardson” or “benchprepindustries”) and the number of accounts you’d like to generate. Again, leave the “Password” field blank.

Again, if your program has more than one contract, you'll be able to select which contract this user should be on from a drop-down list; if the program has only one contract, that contract is selected by default. 

Only check the box(es) next to course(s) that this user should be able to access.

7. Regardless of which method you choose, your students should upload within a few minutes. Next, create the managers. Go to the Instructors tab and click on “New Instructors” to bring up another drop-down list.

8. To add managers one-by-one, click on “Add an Instructor.” Follow the same instructions you did to create students. 

9. To add multiple managers, click on “Upload Multiple” - you cannot generate accounts for managers. Just like you did with the students, follow the formatting guidelines for the CSV exactly and do not fill in the “password” column.
10. Your managers should upload within a few minutes. You’re now ready to create the cohort. You must put users into cohorts in order for managers to track their students' progress and performance.

To create cohorts one-by-one, follow these instructions:

11. Start by going to the Cohorts tab. Click on the "New Cohort" button and then select "New Cohort" from the drop-down list. 

12. On the first page, assign a name to your cohort. When you’re done, click on the “Next” button on the right.

13. On the next page, select which managers will be part of this cohort. To add a manager to the cohort, check the box next to their name and then click on the “Add to Group” button. 

To remove a manager you’ve assigned, go to the “Instructors in Group” tab. Check the box next to the manager’s name and then click on the “Remove from Group” button. 

Click on the “Next” button when you’re done.

14. On the final page, select which students will be a part of the cohort. The process is the same that you followed to add managers. When you are done, click on the “Finish” button.

Please note that the cohort is not created or saved until you click on this button - if you press the back button of your browser or otherwise leave the page in the middle of the cohort creation process, you will need to start over.

15. Repeat this process to make as many cohorts as your program needs.

To create multiple cohorts simultaneously, follow these instructions: 

16. Start by going to the Cohorts tab. Click on the "New Cohort" button and then select "Upload Multiple" from the drop-down list. 

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

18. 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. 

Please note that this only controls course access for new users created by this CSV, if they exist. The courses existing users have access to are not affected or controlled by their group memberships.

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