Managing Cohorts

Create and manage learner groups with registration codes, assign assistants, and control access.

Controlling who gets access

A cohort is a group of learners tied to a single registration code. You use cohorts to control which learners can access your course assistants.

Every cohort lives inside a course. Open a course in the Creator Dashboard, then go to the Cohorts tab to create and manage them.

Use cases

Paid programs. Create a cohort for each tier or purchase group. Share the auto-generated registration code with paying customers so they can self-register.

Class sections. Run multiple sections of the same course. Create one cohort per section (e.g., "Section A" and "Section B"), each with its own roster and code.

Partner groups. Restrict access to content for a specific organization or sponsor. Share the code only with that group.

Beta testing. Roll out early-access assistants to a small group before opening up to everyone.

Semester rotation. Create a new cohort each semester or term with its own code and roster.

Creating a cohort

Go to your course, open the Cohorts tab, and click Create Cohort.

You'll fill in three fields:

Name. An internal label for your reference. Learners do not see this. Use something descriptive: "MBA 2026 Section B" or "Acme Inc. Q2 Cohort."

Description. Optional internal note. Document who the cohort serves or which assistants you plan to assign.

Access level. Controls who can join:

  • private: Only learners you invite by email can join. No one can self-register.
  • restricted: Learners who enter the code can join. This is the most common setting.
  • public: Any authenticated user can join without a code. Rarely used for cohorts.

Set the cohort to private if you want full control over who joins. This is useful when you're managing a closed class or a group where you need to vet every participant.

Registration code. For restricted and public cohorts, the platform generates a unique code after creation. You'll see it in the cohort detail view. Copy it and share it with your learners. Private cohorts do not display a registration code since access is invite-only.

Assigning assistants

After you create a cohort, assign assistants to it. Every learner who registers with the cohort code gets access to all assigned assistants.

From the cohort detail view, click Add Assistant and pick from the list of available assistants in the course.

Access level compatibility. A cohort's access level cannot be more open than the assistants assigned to it.

Cohort access levelCompatible assistant access levels
privateprivate, restricted, public
restrictedrestricted, public
publicpublic only

Example. Your cohort uses restricted access. You can assign restricted or public assistants. If you try to assign a private assistant, you'll see an error. A restricted cohort cannot include private assistants.

Managing members

Open the cohort detail view to see your member list.

Remove a learner. They lose access to the cohort and its assistants immediately.

Add a learner by email. Useful for private cohorts or when you want to bypass the registration code. Enter their email, send the invite, and they receive a join link.

Deleting a cohort

Click Delete to remove a cohort. All members lose access to the cohort's assistants. Cohorts cannot be archived, so deletion is the only way to retire one.

Tips

You can regenerate the registration code. If a code gets shared with the wrong audience or you need a fresh one, regenerate it from the cohort detail view. The old code stops working immediately.

Test before you share. Register a test account with the code. Confirm it works and that the test account sees the correct assistants.

Use descriptive names. Cohort names are internal. Make them specific enough that you can tell cohorts apart six months from now. "Acme Inc. Q1 2026" beats "Cohort 3."

Assign assistants before distributing the code. If you add assistants after learners have registered, those learners will see the new assistants appear. This works correctly, but it can confuse learners who weren't expecting changes.

Check for empty cohorts. If nobody has registered after a reasonable period, verify the code is correct and that you're sharing it with the right group.

Use private for closed groups. If you don't want anyone joining on their own, set the access level to private. You control the roster entirely through email invites.