Assign training across clients

Enroll learners in training from the MSP portal, in one client org or in as many as 25 at once.

You can still enroll from inside a client's own portal, but the MSP path adds a client-selection step in front and reports every result in one place. That matters when a rollout partly fails, because you can see which clients landed and which didn't without opening each one.

See training across every client

Open Training in the MSP sidebar. Three cards at the top add up across your whole book: total course enrollments, completed, and scheduled. Read them as a gut check on rollout progress, not as a per-client answer.

Below them, each client gets a row with its batch count, course count, and a status column splitting activity into completed, scheduled, and failed. A client with no activity yet shows as pending. Click a row to open that client's batches.

Read one client's batches

A client's page lists every batch you've created for them: name, course count, status badge, next enrollment date, and creation date. One batch is one trip through the wizard, however many courses that included.

Click a batch to open its status summary and per-course table. That's where you go when something didn't land. A Retry button appears on any course that failed or only partly succeeded, so you don't have to redo the batch.

Run the wizard

Click Create Enrollment from the training dashboard. There are five steps, and everything after the first is the wizard org admins already use, so Assign training to groups carries the detail on courses, dates, and notifications.

Select organizations

Select Orgs lists every client with a Ready or Not configured badge, and only ready clients can be checked. Pick one for a single batch or up to 25 for a coordinated rollout, and use Select all eligible when the answer really is everyone. A client stuck on Not configured hasn't finished training setup. Finish that in their org, then reopen the wizard.

Select courses

Select Courses is the same catalog and cart you use as an org admin. Click tiles to add courses and watch the summary on the right.

Choose recipients

Targeting has two modes: All users in the client org, or Include specific groups. Groups belong to one client, so you see that client's own groups. Enrolling named individuals is an org-admin option and isn't offered here.

Pick more than one client in step 1 and this step drops out, because a multi-client batch always goes to all users in each org.

Set the schedule and notifications

Schedule sets when each course enrolls and when learners are due to finish, using the same immediate and staggered presets as the org wizard.

Review and launch

Review & Launch plays the batch back: clients, courses, recipients, schedule, and notification settings. After you launch you get a result per client, so a client that failed is obvious and can be retried on its own.

Learners are emailed unless you turn the notifications off

Both notification switches on the schedule step are on by default, so everyone you enroll hears from Hook about the new assignment. If a client wants a quiet rollout, or wants to announce the program themselves first, turn the switches off before you launch.

What a multi-client batch actually does

Selecting several clients submits a separate batch per client behind the scenes: same courses, same schedule, same settings, one batch each. Each is its own dashboard row and is retried on its own.

There's no way to send one course to one group across every client, because groups belong to a single client. When a rollout needs different groups for different clients, run the wizard once per client.

Manage client accounts: set up the orgs you'll enroll.
Run a phishing campaign for a client: the usual trigger for follow-up training.
Assign training to groups: courses, schedules, and notifications in detail.

Assign training across clients

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