---
title: "Assigning Learning Plans To a User"
slug: "assigning-learning-plans-to-a-user"
updated: 2024-04-15T15:53:11Z
published: 2024-04-15T15:53:11Z
canonical: "support.smarteru.com/assigning-learning-plans-to-a-user"
---

> ## 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.

# Assigning Learning Plans To a User

In general, learning plans are associated with a person's function or responsibilities. In SmarterU, [learning plans](/v1/docs/learning-plans) enable you to group and track the [certifications](/v1/docs/certifications) needed to fulfill the learning plan. When you assign a learning plan to a user, SmarterU determines the certifications that the user must complete to satisfy the learning plan. SmarterU can then [recommend the courses that the user should be enrolled](/v1/docs/enrolling-users-based-on-recommended-enrollments).

SmarterU provides several options for assigning learning plans to users. Specifically, you can assign learning plans using the:

- [Groups Dashboard](/v1/docs/groups-dashboard)
- [Users Dashboard](/v1/docs/users-dashboard)
- [User import](/v1/docs/importing-users)
- [API](/v1/docs/api)

You may also allow [learners to self-enroll in a learning plan](/v1/docs/learner-interface-enrolling-in-a-learning-plan) by checking the [**Self** checkbox for the learning plan on the Add/Edit Group workscreen](/v1/docs/group-learning-plans#assigning-a-learning-plan-to-a-group). To make the learning plans that are available for self-enrollment visible to users, you will also need to add a [Learning Plan type page](/v1/docs/page-configuration-for-learning-plan-pages) with the [Catalog layout](/v1/docs/page-configuration-for-learning-plan-pages#layouts) in their dashboard set.

To remove a learning plan from a user, refer to [Unassigning Learning Plans from a User](/v1/docs/unassigning-learning-plans-from-a-user).

## **Assigning Learning Plans Using the Groups Dashboard**

The [Groups Dashboard](/v1/docs/groups-dashboard) enables you to automatically assign learning plans to users in a group. This is done by [assigning the learning plan to the group](/v1/docs/group-learning-plans#assigning-a-learning-plan-to-a-group) and checking the **Auto** setting. When a learning plan's **Auto** setting is checked, all existing users in the group and any new users added to the group will be automatically assigned the learning plan.

In order to enroll a user in a [learning plan's courses](/v1/docs/editing-a-blocks-courses), the learning plan's [courses must be assigned to the group](/v1/docs/group-courses).

## **Assigning Learning Plans Using the Users Dashboard**

The following users can assign learning plans to users from the [Users Dashboard](/v1/docs/users-dashboard):

- Users with the [Group Manager](/v1/docs/group-permission-group-manager-gm) or [Manage Users](/v1/docs/group-permission-manage-users-mu) group permission.
- Supervisors, if the [account's **Supervisor Access** setting's *Edit Supervisees* option](/v1/docs/account-settings#supervisor-access) is enabled.
- [Administrators or owners](/v1/docs/user-profile-information#access-level).

To assign learning plans to a user from the Users Dashboard:

1. From the Admin menu, select **User Admin**.
2. Select **Users**. The [Users Dashboard](/v1/docs/users-dashboard) displays.
3. [View the user's details](/v1/docs/viewing-a-users-details).
4. Click **Edit**.
5. Expand the Profile Information accordion.
6. Click in the **Learning Plans** field and select the learning plans you'd like to assign to the user.

![](https://cdn.document360.io/7efaadab-fef6-4186-806a-2ca14c9ce9ea/Images/Documentation/assigning-learning-plans-to-a-user-image-he8cq6j6.gif)

1. Click **Save**.

In order to enroll a user in a [learning plan's courses](/v1/docs/editing-a-blocks-courses), the courses must be [assigned to the user's home group](/v1/docs/group-courses).

## **Assigning Learning Plans Using the User Import**

You must be an administrator to use the user import functionality.

If you are an administrator, you can use the [user import functionality](/v1/docs/importing-users) to assign learning plans to users. To do this:

1. Ensure that you have [added the learning plan(s)](/v1/docs/adding-an-advanced-learning-plan) you plan to assign to users.
2. [Create a CSV file](/v1/docs/importing-users-creating-a-csv-file) that includes the [learning plan(s) you want to assign to the user](/v1/docs/importing-users-creating-a-csv-file#learning-plan-add).

![](https://cdn.document360.io/7efaadab-fef6-4186-806a-2ca14c9ce9ea/Images/Documentation/assigning-learning-plans-to-a-user-image-brg9g6y0.png)

- The maximum length of the learning plan(s) is 100 characters.
- To assign multiple learning plans to a user, separate each learning plan with a semi-colon.
- Refer to the [Importing Users: Creating a CSV File](/v1/docs/importing-users-creating-a-csv-file) page for additional details.

1. [Upload your CSV file](/v1/docs/importing-users-uploading-the-csv-file) to SmarterU.

In order to enroll a user in a [learning plan's courses](/v1/docs/editing-a-blocks-courses), the courses must be [assigned to the user's home group](/v1/docs/group-courses).

## **Assigning Learning Plans Using the API**

If you're comfortable using [SmarterU's application programming interface (API)](/v1/docs/api), then you can use the [createUser](/v1/docs/api-createuser) or [updateUser](/v1/docs/api-updateuser) API methods to assign learning plans to users.

In order to enroll a user in a learning plan's courses [using the interface](/v1/docs/editing-a-blocks-courses) or using the [enrollLearningModules API method](/v1/docs/api-enrolllearningmodules), the courses must be [assigned to the user's home group](/v1/docs/group-courses).

## Related

- [Adding a Basic Learning Plan](/adding-a-basic-learning-plan.md)
- [Adding an Advanced Learning Plan](/adding-an-advanced-learning-plan.md)
- [API](/api.md)
- [API: createUser](/api-createuser.md)
- [API: updateUser](/api-updateuser.md)
- [Editing a User Manually](/editing-a-user-manually.md)
- [Enrolling Users Based on Recommended Enrollments](/enrolling-users-based-on-recommended-enrollments.md)
- [Group: Learning Plans](/group-learning-plans.md)
- [Importing Users](/importing-users.md)
- [Learner Interface: Enrolling in a Learning Plan](/learner-interface-enrolling-in-a-learning-plan.md)
- [Learning Plans](/learning-plans.md)
- [Learning Plan Automation](/learning-plan-automation.md)
- [Page: Configuration for Learning Plan Pages](/page-configuration-for-learning-plan-pages.md)
- [Unassigning Learning Plans from a User](/unassigning-learning-plans-from-a-user.md)
- [User: Learning Plans and Certifications](/user-learning-plans-and-certifications.md)
