Managing members

Under “Members” you search (“Search by email or name”), filter and sort. The filters: “All”, “With access”, “Expiring soon” (running access that ends within the next 30 days), “Not started yet” (access, but no lesson opened), “Not invited yet” and “Without access”. With the “Course” selection, the list, the figures and the progress refer to that course only. You sort with a click on the “Member”, “Access”, “Progress” or “Last active” column – a second click reverses the order – and through “Sort by” also by visit days, watch time and completed lessons.

Each row shows courses and source (Manual, CopeCart, ThriveCart, Stripe or Import), the end of the next access, the progress and the last activity. “Test” marks a test access that does not count towards your plan; “Course is a draft” an access to an unpublished course. A click on the row opens the quick overview with “Manage access”; “Everything about …” leads to the detail view. If you arrive from Analytics through “Stuck before lesson …”, the list filters exactly the people who are stuck there.

“Give access” at the top of the page creates a person and unlocks them in one step: e-mail, optionally first and last name, a course, the length, the cohort if there are any, and whether an e-mail goes out. The steps are in the article “Access and durations”.

Instead of one course you can choose “All published courses”: the person gets an access for every course and one shared mail. With “Also every course published later” it becomes “All courses, new ones too”: every course you publish later is unlocked for them automatically – until the same end date. Drafts are never included. When you publish a course, CourseKit asks whether the people concerned should be told by e-mail. In the person's detail view you extend or end “All courses, new ones too”; when ending, you choose whether the existing access stays or ends with it.

Whoever was created without a mail, or has never heard from CourseKit, you invite: tick the people (or “Select all shown”), then “Send invitation”. Each person gets an e-mail with their courses and a personal sign-in link valid for 72 hours; a link sent to them earlier stops working. Your greeting text is the first paragraph here too.

Only members with running access to a published course are invited; team members and everyone else are skipped – the dialog names the number first. With many people the invitation goes out in stages; “Send the rest” carries on without writing to anyone twice. The “Not invited yet” filter shows you exactly these people.

1. 1Under “Members” click “Import members” (or use “Quick actions” on “Home”).
2. 2“Choose a file and a course”: a CSV file with one row per person. email is required; first_name, last_name and end_date are optional; Excel CSV with semicolons works, and you download a template there. Then the course, or all published courses.
3. 3“Review”: CourseKit shows who is newly unlocked, extended, unchanged or skipped – with the reason. Nothing is saved yet. Only “Import … people” creates the access.
4. 4“Announce”: the people now have access, but nobody has received an e-mail and no webhook has fired. Only “Announce” sends – if you choose so – the welcome e-mail and fires the events; “Do not send” is right when the old platform already told them. “Discard import” takes new access away again.

An import never shortens: whoever already has access keeps the later end date. The end date is written in the file as 2027-12-31 or 31.12.2027, empty means unlimited. A file may hold up to 2,000 rows and 1 MB. An import you have not announced yet is shown at the top of the member list and on “Home”.

The detail view has the tabs “Courses & access” (extend or end access, unlock another course, quizzes, certificate, cohort, learning record), “Release plan” (what opens when), “History” (timeline, purchases, e-mails sent), “Activity” (visit days, watch time, streaks) and “Data”.

At the top, “Edit name” changes the name you see in the admin and the person sees in the member area, and “Send sign-in link” sends a new link. Under “Data” you export everything about the person (“Export data (JSON)”, for an access request) or delete them for good (“Delete member”; to confirm, you type their e-mail address).