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Org administration

Create and manage training cohorts

Group learners into cohorts, manage enrollments, send cohort emails, and export progress and reviews.

Last updated July 14, 2026

A cohort is a named group of learners moving through a course together — the unit you enroll, email, and report on. Live workshops are cohorts too, managed by their facilitator.

Before you start

You need the admin role (or training-admin access). Cohort tools live under Manage → Admin → Cohorts and in training administration.

Create a cohort

  1. Open Admin → Cohorts and select the option to create a new cohort.
  2. Choose the course and name the cohort — names like “4 Stages — Sales Q3” make reporting legible later.
  3. Add enrollments. Each enrollment consumes a license seat — see Manage license seats.

Manage it through the course

  • Enrollments — add or remove learners from the cohort page as the roster changes.
  • Emails — send (or resend) cohort emails to notify learners about enrollment and next steps. If a learner says they never got the email, resend it from here before troubleshooting anything else.
  • Progress — watch completion from the cohort view.

Export progress and reviews

Cohort administration includes CSV exports of enrollments and of course reviews — use them for your LMS records, stakeholder reporting, or measuring feedback after a workshop wave.