Add a List of People to a Plan, Audience, or Department

Paste a list of email addresses to enroll many people in a Plan at once, or to add them to an Audience or Department. You need the Plan Manager role for Plans, the Audience Manager role for Audiences, and the Administrator role for Departments.

If your screens look different from these, your site is still on the previous design. The tasks are the same, but some labels and their places differ.

Before You Begin

Get the email addresses. A column copied from Excel works, and so does a list copied from an Outlook To line.
Everyone on the list must already have a UniversitySite account. Addresses with no account are skipped. When you enroll people in a Plan, disabled accounts are skipped too.
You can paste up to 2,000 addresses at a time.

Enroll a List of People in a Plan

In InstructorSite, select Plans, then select the Plan's name.
Select the Users tab.
Select Add enrollees.
Select the clipboard button beside Search for people by name or email.
The Paste a list box opens.
Paste your list into the box.
Each line shows a green check and the person's name, or No match.
Select Add N people.
The people you matched appear in the search box.
Select Enroll N people.
A message confirms how many people were enrolled.

The Add enrollees dialog with the Paste a list box: four pasted email addresses, three found and one marked No match, and the Add 3 people button

The box accepts one address per line, or addresses separated by semicolons, tabs or commas. Entries such as John Smith <jsmith@firm.com> also work. You can paste a list straight into the search box too.

Add a List of People to an Audience or Department

In InstructorSite, select More, then Audiences or Departments.
Select the Audience or Department's name.
Select the Users tab.
Select Bulk edit.
Select Email Addresses.
Paste your list into the box.
Select Continue with N people.
Select Add N Members.

The Search dialog from Bulk edit with three choices: List Saved Searches, New Search and Email Addresses

Your firm may call Departments by another name.

What Happens Next

Plan enrollees aren't emailed when you enroll them. If the Plan sends enrollment notifications, the Users tab shows how many people "have not been sent an enrollment notification". Select that message, then Review the notification to send it, or dismiss it.
New Audience members see the Courses and Events limited to that Audience. If a Plan enrolls that Audience automatically, they're enrolled in it too, and may get its enrollment email.
New Department members can edit or use the content that belongs to that Department.

Frequently Asked Questions

Why does someone on my list show No match?

Check the address for typos and make sure the person has an active account. Matching uses the email address in their user profile. A name on its own doesn't match, so use their email.

Why does someone show "Can't be added here"?

They're already enrolled in the Plan, so they're left out of the new list.

Do I still need to change line breaks to semicolons in Word?

No. Paste the list as it is, one address per line or separated by semicolons, tabs or commas.

Can I enroll a whole Audience or office in a Plan?

Yes. In Add enrollees, select Advanced search for more options. Then choose New Search or a saved search, and select Enroll Users.

How do I remove people from a Plan?

On the Plan's Users tab, select the people, then select Remove and confirm.

How do I enroll attorneys in a CLE or CPD Plan?

Use the same steps. For the extra fields on CLE and CPD Plans, see Enroll an Attorney in a CLE Plan.