Managing members

Concept study: possible new presentation

This page is part of an experiment exploring how the visual entry point to the Course Planner could look in the future. The content is deliberately abbreviated. The regular manual page Course Planner is authoritative.

Participants pass through a traceable status workflow: pending, active, declined, removed. Wizards guide you through adding members (including the billing address), and bulk actions and the membership history keep even large groups under control.

How do I do this?

In the "Members" tab of an implementation, assign people via "Add participants". Depending on the reservation requirement, the invited people confirm their membership; optionally, a booking request must be approved by line managers or education managers.

Prerequisites

Implementation exists; the embedded courses are set to "Use in Course Planner" (no separate course member management).

Where do I find the setting

Course Planner > Implementations > "Implementation" > Members tab

Connections

The membership exists at implementation level, not at course or product level. Only owners, no participants, can be added to the product. The assignment triggers a system notification by e-mail.

Further information

Course Planner: Overview >
Course Planner: Application map >
Course Planner: Implementations >
Course Planner: Products >
How do I plan and run courses with the Course Planner? >