Skip to main content
Your learners are the people in your customer accounts. Each learner belongs to one account, as a User or an Account Admin. Learners lists everyone in those accounts, with their progress, and Accounts shows the same people grouped by company. Learners see the published modules that are open to their account. When you enrol them in a module, their progress in it shows here.

​
Before you start

The learner’s company must already be an account in Studio. Accounts are managed in Studio settings under Accounts.

​
Invite a learner

The Invite user window, with Email, First name, Last name, Role and Account, and the Cancel and Send invite buttons.
1

Open the form

Select Learners, then + Invite user.
2

Enter their email

Enter their Email.
3

Add their first name

Enter their First name if you want.
4

Add their last name

Enter their Last name if you want.
5

Choose their role

Under Role, keep User (can be enrolled as learner), or choose Account Admin.
6

Choose their account

Under Account, choose the company they work for.
7

Send it

Select Send invite.
Lexis sends them an invitation email, and they appear in Learners with the status Pending invite until they set up their account. Next, enrol them in a module.

​
Enrol a learner in a module

The Enrol 1 user in module window, with the Module picker, Cancel and Enrol.
1

Open the learner

Select Learners, then select the learner’s name.
2

Start the enrolment

Select Enrol in module.
3

Choose the module

Under Module, choose the module.
4

Enrol them

Select Enrol.
Lexis confirms the enrolment, and the module counts towards the learner’s progress. Modules they are already in show as Already enrolled in the list. To enrol several learners at once:
1

Choose the learners

In Learners, tick each learner in the list.
2

Start the enrolment

Select Enrol in module in the bar that appears.
Next, follow their progress.

​
Enrol everyone in an account

The Enrol all users in module window for an account, with the Module picker, Cancel and Enrol.
1

Open the account

Select Accounts, then select the account.
2

Start the enrolment

Select Bulk enrol all.
3

Choose the module

Under Module, choose the module.
4

Enrol them

Select Enrol.
The account’s Modules tab shows how many of its learners are in each module. Next, follow their progress.

​
Reset, complete or remove a module

The Modules tab of a learner's panel, listing each module with its status and progress and Reset, Complete and Unenrol under it.
Each module on a learner’s Modules tab has three buttons:
  • Reset clears their progress in that module, so they start it again.
  • Complete marks every step in the module as done.
  • Unenrol takes them out of the module and hides it from them.
Reset and Unenrol clear the learner’s progress in that module. You cannot get it back.
1

Open the learner

Open a learner from Learners.
2

Choose what to do

On their Modules tab, select Reset, Complete or Unenrol on the module.
Select Per-step engagement under a module to see which steps they have finished and how long each took. Next, see how learners are doing.

​
See how learners are doing

The Accounts list, with each account's learners, modules and completion.
  • Dashboard shows enrolment and progress across your workspace. Use Customers, Team or Partners at the top to switch between your customers’ learners, your own team and your partners.
  • Learners shows each learner’s account, status, modules and progress. Use the filters above the list to narrow it by account, role or progress, and the search box to find someone by name or email.
  • Accounts shows each customer account with its number of learners, modules and overall completion. Select an account to see its learners.
  • Analytics breaks progress down by learner, by step and by module. Its Feedback tab shows how learners have rated each step. Tenant Owners and Workspace Admins can open it.
To take a list away with you:
1

Choose the learners

Tick the learners you want.
2

Export them

Select Export CSV.
Lexis downloads a spreadsheet file of them. Next, see what an account’s learners see.

​
See what an account’s learners see

The learning preview for one account, with the read-only banner, Back to accounts, the Dashboard, Modules, Tracks and My certificates links, and the account's modules.
Tenant Owners, Workspace Admins and Workspace Members can look at Lexis the way an account’s learners see it, to check which modules and tracks are open to them.
1

Open the accounts

Select Accounts.
2

Start the preview

Select Preview learning on the account’s row.
3

Look around

Use Dashboard, Modules, Tracks and My certificates at the top to see each part as the account’s learners do.
4

Finish

Select Back to accounts.
The banner at the top shows Learning preview and the account’s name. The preview is read-only: nothing you do in it is saved. Next, take training yourself.

​
Take training yourself

The My Learning profile, with Your learner name, First name, Last name and Save.
Tenant Owners, Workspace Admins and Workspace Members can take the modules and tracks open to them in My Learning. Overview lists them, with your progress. Before you start, set the name you want on your certificates.
1

Open your profile

Select My Learning, then Profile.
2

Enter your name

Under Your learner name, enter your First name and Last name.
3

Save

Select Save.
This name now shows on your learning profile and on the certificates you earn. Next, set up certificates.

​
Troubleshooting

The module is not open to their account. Change the module’s Organisation Access, or enrol them in another module.
Choose the learner’s company under Account. If it is not listed, ask a Tenant Owner or Workspace Admin to add it in Studio settings under Accounts.