A learner's profile is the record Arist uses to deliver content. Keeping the learner's address and other metadata up to date helps ensure content is delivered as expected.

The Learners page brings learners and cohorts together under two tabs, plus an Activity tab for Org Admins. It opens on All learners, and the Cohorts tab takes you to the groups you deliver to. From the All learners tab you can find any learner, add new ones, check how they receive content, update their details, and manage every course they are enrolled in.

Select Learners in the sidebar under People.

The page opens on the All learners tab, which lists every learner with their name, the cohorts they belong to, and the platforms they can receive content on. Select the Cohorts tab to work with cohorts instead, where Create cohort starts a new one and Managing Cohorts covers the rest.

If your organization uses teams, the Learners page shows only the team you have selected, and that applies to every role including Org Admins. A learner who belongs to another team appears on that team's list instead. Switch teams with the selector at the top of the sidebar, and select the Default team to see every learner in your organization on this page. Enrolling those learners stays scoped to one team at a time, as Scheduling and Delivering Courses explains. (Teams is in Beta.)

Org Admins can select the Activity tab on the Learners page to review recorded learner and cohort changes across the organization.

Use Date to choose a date range. Entries are grouped under Today, Yesterday, This week, and Earlier. Select All learners or Cohorts to return to the list you need.

Select Add learners on the Learners page to add one learner at a time, or a whole file of them, without a cohort upload. Org Admins and Managers can do this. The first step asks how you want to add them and where they go.

Select Continue to move on.

Choosing Enter manually opens a form that asks for the Account email first and checks it against your organization.

When your organization does not require an account email, Continue without an email adds a learner who has none.

Choosing Upload CSV adds four steps, and nothing reaches your organization until the last one.

Select Finish to return to the learner list. Successfully imported learners remain selected so you can act on them together. The search and filters reset, and the selection count includes imported learners across all pages.

If your organization uses teams, this happens only when you added the learners to the team you are working in, or when you are working in the Default team. Otherwise, the list reloads without selecting them.

If your organization allows it, you can use account emails to match existing learners without including delivery-address columns; see Managing Organization Settings for the requirements.

Arist matches each row against your organization, on the account email first and then on the delivery address. Two rows for the same person update one learner instead of creating two records.

Check the names, timezone, and language in your file before you import. For a row that matches a learner you already have, the First name, Last name, Timezone, and Language in your file replace what their record holds.

A delivery address that is new to them is added alongside the ones they already have, and the import reports it as a warning. A delivery address that already belongs to someone else is an error, and that row is not imported.

Successfully imported learners are added to the team and cohort you chose in the first step.

Select the checkbox next to one or more rows on the Learners page to act on them together.

A bar at the bottom of the page names how many learners you've selected, for example 10 learners selected. Next to the count, a link offers to select every learner your current search matches, across every page, for example Select all 28 learners across all pages. If you had searched for something first, that link selects only the learners the search found, not everyone in your organization.

Choosing that link updates the bar to name the same total instead, for example 28 learners selected across all pages, and swaps the link for Clear selection. An X at the end of the bar clears the selection at any point.

Use Bulk edit to update metadata or Add to cohort to add the selected learners to an existing cohort. Open More actions for Create cohort and Delete. Org Admins working in the Default team can also create a team from the selection. When working in another team, Remove from team is available.

You can create a cohort directly from the learners you select.

Your new cohort contains the selected learners. Open the Cohorts tab to find and manage it.

If you’ve just uploaded learners, successfully imported learners remain selected when you finish the import, so you can start at step 4. This applies when you’re working in the Default team or imported the learners into the team you’re currently viewing.

For timezone behavior and ongoing cohort management, see Managing Cohorts.

Select Bulk edit on the actions bar to change metadata for every learner in the selection at once. The modal names how many learners the edit covers, then lists every metadata field your organization has defined.

Under each field name, Arist reports what the selection already holds in that field. That reading covers every learner in the selection, not only the rows on screen.

Select Save to apply the edit. The button becomes available once at least one field is on Set to… or Clear. A field left on Set to… with no value entered keeps Save unavailable.

When you select every learner across all pages, the edit reaches the learners your current search and filters match. Clear the search and filters first to reach the whole list.

A bulk edit covers up to 1,000 learners at a time. For a larger group, narrow the list with the search or filters and work through the group in batches.

Select a learner to open their profile.

The Profile section puts everything about how this learner receives content in one place.

Each delivery address shows the learner’s connection state separately from whether your organization has enabled that delivery method. Check both when investigating missing messages.

An opt-out applies to the sending address assigned to one of the learner's enrollments. It does not necessarily mean the learner cannot receive any future content through that delivery method.

Scroll to Activity at the bottom of the profile to review recorded changes involving the learner, including imports, metadata updates, and team membership changes. Filter by date or event type to find the change you need.

The history can include activity from before the learner joined your team. Access follows your current permission to view that learner.

Select Learners in the sidebar to return to the All learners tab.

Select Edit in the Profile section to update the learner's delivery addresses and metadata, for example when a learner changes phone numbers. Arist delivers to the address on this screen, so when a learner stops receiving lessons, this is the first place to check.

The Language field stores the learner's preferred language. If a course is offered in more than one language, that preference determines which version the learner gets. If it is not, the learner gets the course's default language. A regional variant such as French (Canada) falls back to French when only French is offered.

An Org Admin or Manager can set the learner's Language, and a CSV upload, survey logic, or an automation can set it too. Learners cannot edit this field themselves. On a course offered in more than one language, a learner can switch one enrollment's language from Manage enrollment in Arist Messenger when your organization allows learners to manage their own enrollments, as covered in Managing Organization Settings.

If you change a learner's Language and they have enrollments that can deliver in the new language, saving opens Update enrollments too? and shows how many enrollments can switch. Choose Update enrollments to move those enrollments to the new language from their next message, or Keep current languages to leave them unchanged.

Metadata is the extra information on a profile beyond contact details. Any extra columns in a cohort CSV upload become learner metadata automatically, and that metadata can be used by team rules, cohort rules, and automations.

Select Edit on the learner’s profile and use Teams to choose the teams they should belong to. To move a learner, deselect the previous team and select the destination team, then select Save. Both membership changes happen in the same save.

The field lists the teams you can manage. The Default team is not selectable because it provides organization-wide visibility rather than membership you assign.

For team rules and excluded learners, see Managing Team Settings.

The Enrollments section of the profile lists the learner's current, completed, and cancelled enrollments, with the course, delivery address, dates, and status for each.

On a course offered in more than one language, the same menu also shows Change language while the enrollment is still active.

Selecting Change language opens Change enrollment language. Choose the new language in the Language field, then select Change language. The learner receives that enrollment in the new language from the next message, and only that enrollment changes.

If your organization uses teams, these actions follow the team you are working in. When the learner belongs to another team, the action does not go through and a message says so. Switch to a team that learner belongs to, or to the Default team, and the same action works. This applies to every role, Org Admins included.

If an enrollment link has been shared with the wrong person, open the enrollment’s three-dot menu and select Revoke link. Review and confirm the action.

Arist replaces the link without sending the learner a message. Use Resend afterward to send a message containing the replacement link.

Open an enrollment to see exactly what the learner has received.

The enrollment page shows the delivery method, delivery time, and timezone, the learner's course progress, and a message log with every message sent and when. If a learner reports a missing message, this log is where you confirm what went out, and Resend last message sends it again.

Choose Manage from the enrollment row's three-dot menu to open this page.