Business owner: keep learner access and course enrollments
Business owner: keep learner access and course enrollments
Business owners see enrollment mismatches, causing learners to lose or gain wrong access and operations to reconcile records manually. A manual-triggered update applies course and group memberships so systems match and learners retain correct access.
Overview
Enrollment mismatches leave learners with incorrect access and force operations into manual reconciliation. This workflow lets staff trigger a targeted update that aligns CRM records and learning platform memberships, eliminating needless back-and-forth and ensuring learners have the right access.
Notable Features
- Apply or remove learning bundles
- Update CRM enrollment fields
- Notify ops when changes occur