How do I assign a program?

Welcome! 👋 Here you’ll learn how programs are assigned individually and in bulk.

Assigning with invitation

Managers and Costumer Success agents can allow Professional programs to be programmatically assigned during the invitation process using either of the following methods.

📧 Email invite

When inviting learners, you can choose properties from the dropdown menu Role and the professional program related to the role will be automatically assigned. Here's how:

  1. Go to Learners page on the LMS
  2. Tap the Invite learner at the right
  3. Select the option Send an invite
  4. Search for the name of the role to assign the Role property
  5. Select the option Add new professional program to queue

đź“ĄUpload CSV

When inviting learners from a CSV file, you can choose properties from the dropdown menu Role and the professional program related to the role will be automatically assigned.

  1. Go to Learners page on the LMS
  2. Tap the Invite learner button at the right
  3. Select the option Upload CSV
  4. Upload the file
  5. Search for the name of the role to assign the Role property
Inviting learners and selecting their roles through a CSV file.

Assigning to existing learners

👤Individual users

From user's profile

There are 3 different ways to assign programs from the user profile.

  1. Go to Learners page
  2. Select the learner from the list or search by name or email using the search box on the right
  3. On the user profile select the option Programs
  4. On the programs page you can assign programs in three different ways
    • Using the option Assign programs on the right side
    • Editing the role property
    • Using the option Add program

Learner's page.

đź’ˇNote 1: Programs can be assigned as Next in queue or Last in queue. The currently active program cannot be changed.

💡Note 2: Programs can be removed from the user profile, selecting the ❌ on the right side of the program.

From the Learner table

  1. Go to Learners page
  2. Select a learner from the list by clicking on the check box at the left of the learner’s name
  3. The action bar will open. Select the first option called Assign program

đź‘Ą Bulk assign

From Learner table

  1. Go to Learners page
  2. Select multiple learners in the table by clicking on the check box at the left of the learner’s name
  3. The action bar will open. Select the last option called Assign properties
  4. Select the program you want to assign

Programs page

  1. Go to Programs page
  2. Select the program you want to assign.
  3. Select Assign program
  4. Choose the method:
    1. Paste details: Here you’ll need to paste or write the emails and select the program by hand 💡Note: by doing this you’ll be assigning the same program for all the users you select
    2. Upload CSV: Here you’ll only need to select the file with the information

đź’ˇNote: At the bottom of the program, you will see a table of users who have the program active, the program in queue, and those who completed the program.

If you want to learn more about the two different types of programs and how to assign them, you may find the following articles useful:

In addition, if you need any extra help, don't hesitate to reach out to us at support@slangapp.com.

Best,

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