Assign a Course

📌 Overview

Assigning courses ensures your learners receive the right training content. You can assign courses to individual members or groups with just a few clicks, and Quinn will automatically send them an email with access. You can also schedule assignments for a future date so the course goes out at exactly the right time.

Option 1: Assign from the Courses Page

• From the top menu, click Courses to view your course library.

• Select the course you want to assign.

• Click Assign Course.

Assign to Individuals

• Go to the Invite by Email tab.

• Use the dropdown list to select one or more members.

Assign to Groups

• Switch to the Assign by Group Name tab.

• Select one or more groups to assign the course to.

Click Assign to complete.

Option 2: Assign from the Groups Page

• Go to the Groups page and select the group you want to manage.

• Click Add Course.

• Choose the course you want to assign and confirm.

Schedule an Assignment for Later

Instead of sending the assignment immediately, you can schedule it for a future date and time.

Step 1: Open the Assign Modal

Follow the steps above to open the Assign Course modal — either from the Courses page or the course detail page.

Step 2: Select Recipients

Choose the members or groups you want to assign the course to, just like a normal assignment.

Step 3: Enable Scheduling

At the bottom of the assign modal, check the Schedule for later checkbox. A date and time picker will appear.

Step 4: Pick a Date and Time

Select the date and time you want the assignment to go out. You can also choose a timezone to make sure it sends at the right local time. The default is your browser's timezone.

💡 Tip: The date must be in the future — Quinn will show an error if you pick a past date.

Step 5: Confirm

Click Assign. The assignment won't be sent yet — it will appear as a Scheduled assignment on the course detail page with the scheduled date shown.

Managing Scheduled Assignments

• View: Scheduled assignments appear on the course detail page with a "Scheduled" label and the send date.
• Edit: Click the action menu on a scheduled assignment to change the date or time.
• Cancel: Click the action menu and select Cancel Schedule to remove it before it sends.

Set Up a Recurring Assignment

For training that needs to repeat — like an annual compliance refresher — you can set a course to reassign itself automatically on a schedule. Each time it repeats, the learner's progress resets so they retake the course from the start.

Step 1: Schedule the Assignment

In the Assign Course modal, select your recipients and check Schedule for later, then pick the first send date under When should this assignment go out?

Step 2: Turn On Recurring Assignment

Check Recurring assignment. Under Every, enter a number and choose an interval — day(s), week(s), or month(s) — then click Assign. Quinn will reassign the course automatically each cycle.

💡 Tip: Each recurrence resets the learner's progress and requires them to retake the course, so use it for content that must be re-completed rather than one-time training.

Step 3: Manage Recurring Assignments

Open the course and select the Recurring tab to see every recurring assignment. Each row shows Assigned To, Interval, Next Run, Source, and Created By. Use the ⋯ menu on a row to Adjust Interval or Cancel Recurring.

Unassign a Course

If a course was assigned by mistake or is no longer relevant, you can unassign it directly from a learner's profile page. The learner's progress is preserved, but the course will no longer appear in their My Courses list.

Step 1: Open the Learner's Profile

Navigate to the Learners page and click on the learner whose course you want to remove. You'll see their profile with a list of all assigned courses under the Courses tab.

Step 2: Click Unassign Course

Find the course you want to remove in the list. Click the ⋯ (three-dot menu) in the Actions column for that course, then select Unassign Course.

Step 3: Confirm the Unassignment

A confirmation dialog will appear showing which course will be removed and from which learner. Click Unassign to confirm, or Cancel to go back.

💡 Tip: Unassigning a course preserves the learner's progress. If you re-assign the same course later, they can pick up where they left off.

Configure Assignment Notification Channels

By default, Quinn sends an email to learners when a course is assigned. You can change this to SMS only or both email and SMS from your Organization Settings.

Step 1: Open Organization Settings

Click your profile icon in the top-right corner, then select Organization Settings from the sidebar. Scroll down to the Learning Experience section and find Assignment Notification Channels.

Step 2: Choose a Channel

Click Edit, then select your preferred notification channel from the dropdown:

• Email Only — learners receive an email when a course is assigned (default)
• SMS Only — learners receive a text message instead
• Email & SMS — learners receive both an email and a text message

Click Save to apply the change. All future course assignments will use the selected channel(s).

💡 Tip: This setting applies org-wide. Individual automations can disable a channel, but cannot add one that isn't enabled here.

💡 Tips

• Assigned members will automatically receive an email with a direct link to start the course.

• You can assign the same course to multiple members or groups at once to save time.

• Use groups when assigning recurring or role-based training for easier management.

• Track learner progress using Course Reports.

• Use scheduled assignments for onboarding — set up training to go out on a new hire's start date.