---
title: "Account: Enrollment Automation"
slug: "account-enrollment-automation"
tags: ["account settings"]
updated: 2025-05-12T15:01:30Z
published: 2025-05-12T15:01:30Z
canonical: "support.smarteru.com/account-enrollment-automation"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://support.smarteru.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Account: Enrollment Automation

The account's enrollment automation settings control whether SmarterU [automatically enrolls](/v1/docs/enrollments#automated-enrollments) users in courses that have their Auto setting enabled. This includes [courses assigned to the group](/v1/docs/group-courses), courses included in [subscriptions assigned to the group](/v1/docs/group-subscriptions), and [courses included in a learning plan (through its requirements)](/v1/docs/editing-a-blocks-courses). Automated enrollments are useful when you want to ensure users assigned to a group or learning plan are enrolled in a course.

New to SmarterU? Learn how SmarterU’s automation features can help you do more in less time.  
  
[YouTube video player](https://www.youtube.com/embed/Jylk42xm96w?si=S6s6V_uZIgMmdpe2)

The grid below summarizes the account's enrollment automation options that are available.

| If you want to... | Then ... |
| --- | --- |
| Automatically enroll group users in a course that's assigned to the group or to a group's subscription | Select the [**Enable the Group Enrollment Automation** setting](/v1/docs/account-enrollment-automation#enable-group-enrollment-automation) for the account. AND Set the [course's **Auto** setting at the group](https://support.smarteru.com/docs/group-courses#automation) and/or [subscription variant level](https://support.smarteru.com/docs/variant-courses#automation-enrollment). |
| Automatically enroll users in courses that are associated with a learning plan that is assigned to them | Select the [**Enable the Learning Plan & Certification Enrollment Automation** setting](/v1/docs/account-enrollment-automation#enable-learning-plans-certification-enrollment-automation) for the account. AND Ensure that the [course is assigned to the users' home group, or to the group](https://support.smarteru.com/docs/group-courses#adding-courses-to-a-group) if the [learning plan is automatically assigned to a group](https://support.smarteru.com/docs/group-learning-plans#auto). AND Set the [course's **Auto** Setting at the requirement block level](https://support.smarteru.com/v1/docs/editing-a-blocks-courses#automation-enrollment). |

When you [edit your account's settings](/v1/docs/editing-your-account-settings), the Enrollment Automation accordion of the Account Profile workscreen includes the following settings.

![](https://cdn.document360.io/7efaadab-fef6-4186-806a-2ca14c9ce9ea/Images/Documentation/Account%20Profile%20-%20Enrollment%20Automation%2020210829.png)

## Settings

Be sure to click Save after changing these settings.

### Enable Group Enrollment Automation

If checked, group users will be automatically enrolled in:

- The [group's courses that have their **Auto** setting](/v1/docs/group-courses#automation) enabled.
- [Courses that have their **Auto** setting](/v1/docs/variant-courses#automation-enrollment) enabled that are included in the [group's subscriptions](/v1/docs/group-subscriptions).

### Enable Learning Plans & Certification Enrollment Automation

If checked, users who are assigned a learning plan will be automatically enrolled in the [learning plan's courses that have their **Auto** setting](/v1/docs/editing-a-blocks-courses#automation-enrollment) enabled. In order to process the course enrollments, the [courses must be assigned to the user's home group](/v1/docs/group-courses).

If the learning plan is automatically assigned to a user through a group (i.e., the [group's learning plan has its **Auto** setting enabled](/v1/docs/group-learning-plans)), the course enrollments will occur through that group and not through the user's home group. When the learning plan is automatically assigned to a user through a group, the learning plan's [courses must be assigned to the group](/v1/docs/group-courses) in order to process the course enrollments.

### Automation Enroller

The name displayed beside the Enrolled By label in the [Enrollment Automation Report](/v1/docs/system-email-templates-enrollment-emails#enrollment-automation-report).

### Send Enrollment Automation Report To

The email addresses where you want to send the [account's selected Enrollment Process Complete email template](/v1/docs/account-email-template-options#enrollment-process-complete). Be sure to separate each email address with a comma. Click ![Preview icon](https://cdn.document360.io/7efaadab-fef6-4186-806a-2ca14c9ce9ea/Images/Documentation/Preview%2020210811(1).png) to preview the email template.

SmarterU will email the Enrollment Automation Report once a day at 2 a.m. CDT. The Enrollment Automation Report includes all enrollments performed during the previous day.

## Related

- [Automating Group Enrollments](/automating-group-enrollments.md)
- [Enrollments](/enrollments.md)
- [Learning Plan Automation](/learning-plan-automation.md)