How to add Facilitators and Coordinators to your Program Team.
Enrolling the Program Team
Program Team members can be enrolled into any program by following the below steps.
- Go to the Class List for the program that you want to enrol users in
- Go to the Program Team tab
- Choose the Add button
- Enter the user's name and email. If they have an existing account, their details will appear in the window for selection. If not, you can create a new account and they will receive an invitation to complete their registration.
- Complete the mandatory fields. These fields are determined by your platform's User Profile settings.
- Choose the new user's status. Note that new users should have the Pending status. New users are Pending until they have accepted their invitation to register and set a password. Once they have done this, their status will automatically change to Active. You can read more about platform user statuses here.
- Choose the user's program role, this can be Coordinator or Facilitator. You can read more about program roles here.
- Choose whether to send a welcome email. You should always send the welcome email to new users, as this email contains the link they need to register their account.
Note; if you are adding team members while a program status is set to Draft, welcome emails will go out to them automatically. If the program status is set to Active, you can choose whether these emails are sent or not. - Add the new user.
