Managing enrollments is easy—once you know how to navigate the available options and what to pay attention to.
Forma LMS offers several ways to enroll users in courses and virtual classes. Understanding the differences between these options is essential to ensure a smooth experience for both administrators and end users.
Main Enrollment Methods
Manual Enrollment (by Administrator or Super Administrator)
When to use it:
This is the most straightforward option and is recommended for small groups, initial testing, or whenever full control over participants is required.
How it works:
From the course or class management page, administrators can select individual users or entire groups and enroll them directly. Users gain immediate access.
Things to consider:
This method can be time-consuming when dealing with a large number of users.
Enrollment via Code (Self-Registration with Code)
When to use it:
Ideal for courses open to a specific audience where access should be autonomous but still controlled.
How it works:
The administrator generates a unique code for the course or class. Logged-in users enter the code in the designated section to enroll automatically.
Benefit:
Reduces the administrative workload.
Open Enrollment (Free Self-Registration)
When to use it:
Perfect for promotional content, introductory courses, or whenever there are no specific access restrictions.
How it works:
Users can see the course in the catalog and click “Enroll” (or a similar button) to gain immediate access, without approval or a code.
Things to consider:
Make sure course visibility settings are configured correctly to avoid unwanted enrollments.
Enrollment via Enrollment Rules (Automation)
When to use it:
Designed for complex scenarios based on user data—for example, automatically enrolling all users from the “Sales” department in the “Annual Compliance” course.
How it works:
Enrollment rules are defined based on user profile fields (such as role, location, or department). When a user meets the criteria, they are automatically enrolled.
Benefit:
Maximum efficiency and automation, especially for large organizations.
The Key Point: Integration with User Records
Before enrolling users, it is essential that they already exist in the Forma LMS user records.
If you need to enroll a large number of new users, the most efficient options are bulk import via CSV/Excel files or integration with external systems (such as HRIS or Active Directory) using APIs or SSO.
Keep in mind
The goal is to balance administrative control with ease of access for learners. Choose the enrollment method that best fits the nature of your course and the number of users you need to manage.
In summary
Enrollment management in Forma LMS is never a problem—it’s an opportunity for optimization.
Whether you need to manually enroll a small group or automate access for hundreds of employees using enrollment rules or API/SSO integrations, the platform offers the right solution for every scenario. Choosing the right method allows you to balance administrative control with the best possible user experience. Don’t let bureaucracy slow down your training programs: leverage automation and make course access immediate and tailored to every user.
Do you have more questions about managing enrollments in Forma LMS?
