People & Users
10 articles
- How to Manage Users?Users in CPR Enroll+ are the people who have login access to your admin dashboard. This includes administrators, managers, and instructors who need to access and manage your account. This guide covers creating users, assigning roles, and managing access. Before You Begin - Decide which role each new
- How to change a Student Profile to Instructor?In CPR Enroll+, students and instructors are separate record types. Students are stored as enrollment records, while instructors are a distinct user category under People > Instructors. If someone who was previously only a student in your system now needs to be an instructor, you need to create a ne
- How to Send Account Creation Invitation EmailsWhen you create a new instructor or user account in CPR Enroll+, the system does not automatically send them their login details. You need to send the account creation email manually. This gives you control over when new users receive their credentials — useful when you are setting up multiple accou
- Managing Student EnrollmentsWhile most students self-register through your public registration page, there are many situations where you will need to manually enroll a student — a walk-in on class day, a corporate client sending a list of employees, or a student who had trouble completing the online checkout. CPR Enroll+ provi
- Rescheduling or Transferring StudentsLife happens — students miss classes, schedules change, and corporate clients rebook groups. CPR Enroll+ lets you move a student from one class session to another in a few clicks. Combined with a Reschedule Rule, you can also automatically apply fees for repeated rescheduling. Before You Begin - Kno
- Managing Instructor CertificationsKeeping your instructors' certifications current is a compliance requirement for virtually every certification body — AHA, ARC, HSI, and others require that instructors maintain valid certifications to teach accredited courses. CPR Enroll+ stores instructor certifications, tracks their expiration da
- How to Use Tags to Organize Your DataTags in CPR Enroll+ are custom labels you can apply to students, instructors, classes, and other records to categorize and filter your data. Think of them as flexible metadata — you define the tags, then apply them wherever they are useful. Tags make it easy to filter your data in ways the standard
- How to Quickly Add Instructors?Adding instructors efficiently is crucial for streamlining your CPR Enroll experience and ensuring smooth operations. Instructors need to be in the system before you can assign them to a class, so this is one of the first things to set up as you build out your account. Follow these straightforward s
- What Are Instructors (in CPR Enroll)?This might seem like an obvious question at first, but understanding the distinction below will save you hours of frustration down the road. CPR Enroll+ distinguishes between two types of instructors: staff instructors and entrepreneurial instructors. Knowing which type someone is determines what th
- Archiving a User AccountArchiving removes a person’s access without destroying their history. Once someone has an enrollment, a certification or an issued credential attached to them, archiving is almost always the right choice over deletion. Before You Begin - Find it at Settings → Users & Permissions, then the action men