Assign training across clients
Run training enrollments from the MSP portal — pick one or more clients, choose courses, schedule, and track completion.
When you run training for multiple client orgs, the MSP portal at
/msp/training gives you aggregate visibility plus a wizard that can
fire the same batch across up to 25 clients in one submission. For a
single-client batch you can still run the wizard from inside the
client's portal — the MSP path just adds a client-selection step on top
and shows everything in one dashboard.
View training across all clients
From the MSP sidebar, open Training. You land at /msp/training —
the Training Enrollments dashboard with the header Manage and track
training enrollments across your client organizations.
The top of the page shows three aggregate cards that sum across every client: Total course enrollments, Completed, and Scheduled. Use these to gut-check rollout progress at the program level.
Below that, the Client Organizations table lists each client with their batch count, course count, and a status column showing completed, scheduled, and failed badge counts. Rows with no activity show Pending. Click any row to drill in.
Open a client's training
Click a client row on the dashboard, or navigate directly to
/msp/training/<orgId>. The page header shows the client name (e.g.,
Acme Industries) with the subtitle Training enrollments for this
organization.
The Enrollment Batches table lists every batch for that client,
with the batch name, course count, status badge (Scheduled,
In Progress, Completed, Has Failures), next enrollment date, and
created date. Each batch is one wizard submission with one or more
courses.
Click a batch row to open /msp/training/<orgId>/<batchId> — the batch
detail page with status summary cards and the per-course table.
Assign training to a client's group
The MSP wizard at /msp/training/enrollment is structurally the same as
the org-admin enrollment wizard — same course library, same targeting
options, same schedule UI — with one extra first step: pick which client
org(s) the batch belongs to. See
Assign training to groups
for the org-level details on courses, recipients, schedules, and
notification toggles.
Select organizations
From /msp/training, click Create Enrollment in the top-right.
Step 1 — Select Orgs lists every client you manage with a Ready
or Not configured badge. Check one client for a single-client batch,
or up to 25 for a coordinated rollout. Search by name and use Select
all eligible when you're enrolling everyone.
Select courses
Step 2 — Select Courses is the same library and cart you use as an org admin. Click course tiles to add them; the Summary cart on the right tracks your selection.
Choose recipients
Step 3 — Targeting offers All users, Specific groups, or Exclude groups. Group targeting is per-client — when you pick a single client, you'll see that client's groups. (Individual targeting is org-admin only and isn't offered in the MSP wizard.)
Set schedule and notifications
Step 4 — Schedule sets per-course Enroll on and Due by dates, with the same All immediate and Monthly stagger presets as the org wizard. Both notification toggles default to suppressed so learners get no email unless you flip them on.
Review and create
Step 5 — Review & Launch plays back the full batch: clients, courses, recipient mode, schedule, and notification settings. Click Launch to submit. You'll see a per-client results screen with a green check for each client that succeeded and a red X with the error for any that didn't, then a button back to the training dashboard.
Multi-client rollouts
Selecting more than one client locks targeting to All users and submits a separate batch per client behind the scenes — same courses, same schedule, same notification settings, one batch each. Each client appears as its own row on the dashboard and can be retried independently. There's no global "send course X to group Y across all clients" mechanism — groups belong to a single client, so different groups per client means a separate single-client batch each.
Track completion
Open /msp/training/<orgId>/<batchId> for the per-batch view:
- Status summary cards — counts for Enrolled, Scheduled, Needs Access (only shown when non-zero), and Failed.
- Course Enrollments table — one row per course with status icon,
enroll date, due date, learners enrolled, and a Retry button on
rows in
Failed,Access Denied, orPartialstate.Needs Accessrows inline-explain that the org doesn't have that course enabled.
Watch program-level progress from /msp/training — the aggregate
Completed and Scheduled numbers tick up as batches progress.
Common pitfalls
- Client shows "Not configured" on Step 1. That client isn't set up for training enrollment yet. The wizard won't let you select them — finish provisioning the org's training access first, then re-open the wizard.
- Multi-client batch can't target a specific group. Selecting more than one client locks the targeting step to All users. If a rollout needs different groups per client, run a single-client batch per client instead.
Related
- Manage client accounts — provision and configure the client orgs you'll enroll.
- Run a phishing campaign for a client — the most common trigger for follow-up training.
- Assign training to groups — the org-level wizard reference for course, recipient, schedule, and notification details.