The Assign Training feature allows administrators to distribute a training program to selected assignees—either internal company employees or external users. Assignments can include optional due dates and notes, and are tracked for completion and compliance within the training management system.
This modal is typically launched from the Assign Training button on a training program’s detail page.
Purpose
This interface enables program administrators to:
Select who receives a training program
Assign due dates for completion (optional)
Add assignment notes or instructions (optional)
Assign to both internal and external users
Company Employees
Select Employees
Use the search bar to filter by name or email.
Select from available departments using the department filter chips (e.g., Engineering, HR, Marketing).
Click Select next to each employee to include them in the assignment list.
Optional Fields
Due Date – Set a calendar-based deadline for completing the training.
Assignment Notes – Add instructions or context for the assignees.
Finalize Assignment
Once at least one employee is selected, the Assign to X Assignee(s) button becomes active. Click to confirm.
External Users
Add External Users by Email
Enter one or more external email addresses individually.
Click Add to queue each user.
Optional Fields
Due Date – Choose a deadline if needed.
Assignment Notes – Provide instructions or information for the recipient.
Finalize Assignment
When all emails are added, click Assign to X Assignee(s) to confirm.
Notes
Assignments will appear in the Assignments tab of the training program for tracking and follow-up.
Assignees receive notifications to begin the training.
External users do not require platform accounts before assignment—they will receive access links via email.
You can return to the Assign Training modal to add additional users later.