Transfer participants

  • Updated

It may happen that participants assigned to you need to be transferred to another coach. For example, because you are no longer teaching a particular course. There are two ways to transfer a participant.


Transferring individual participants

Because a participant can choose you as a coach for multiple courses, it is necessary to transfer a participant per course. To fully transfer a participant, you may need to perform these steps multiple times.

  1. Go to your list of participants and click on the appropriate participant.
  2. Click on one of the participant's courses that you want to transfer them from. When viewing the participant's portfolio, you will see 'Settings' in the top right corner. Click on it.
  3. In the screen that appears, you will see a red button 'Unlink participant'. When you click on this, the platform will ask if you want to transfer the participant to a colleague.
  4. You can only transfer the participant to coaches who are already registered for the correct course.
  5. Repeat the steps if necessary for each course.




When unenrolling from a course

Are you stopping with teaching a particular course? Then it is possible to transfer all participants you have in that course at once to another coach.

Transferring your participant(s) for a specific course goes as follows:

  1. Go to 'My Courses'.
  2. Switch to the compact view mode  at the top right of your screen and hover your mouse cursor over the title of the course you want to unenroll from, and click on the red 'Unenroll' button that appears on the right.

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  3. You will now get a pop-up notification asking if you want to transfer your participants. Click on the name of the colleague to whom the participants should be transferred.
  4. Click 'Unenroll' again.
  5. You are now unenrolled, and the participants have been transferred.

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