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Manage is where you keep the people who take your courses: participants and the custom fields that describe them. Use it with a course you have published to decide who can open it and see each learner’s progress.

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Manage at a glance

Participants and custom fields are shared across your workspace, so one person has one profile however many courses they take.

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Open Manage

Click Manage in the left sidebar of your AhaSlides dashboard. You can also get there from a published course: in the course editor, click Share, open Assign to learners, then click Open Manage. Use the Participants and Custom fields tabs to move between participants and their custom fields.

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Choose who can open a course

In the Share course panel (the one that shows your learner link), use Who can open this course to pick one of two options. To choose who is assigned, click Assign to learners in the same panel and pick the participants who get the course. Assigning a course does not send an invitation email. Send the course link to your learners yourself.

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Add participants

AhaSlides Manage page on the Participants tab with the Import and Add participant buttons highlighted
1

Open Participants

In Manage, open the Participants tab.
2

Add a participant

Click Add participant, then enter an email address, a display name and, if you use one, an external ID such as an employee or student code. Each email address and external ID can belong to one participant only.
3

Fill in custom fields

Complete any custom fields you have created. Fields marked as required must have a value.
To find someone, type their name, email or ID into the search box. Click a participant to edit their details or remove them. A removed participant loses access to every course they were added to.

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Import and export participants with a CSV file

Import many participants at once from a CSV file with a header row. A file can hold up to 1,000 rows and be up to 1 MB.
1

Start the import

On the Participants tab, click Import. To start from a ready-made file, click Download CSV template. It includes your current custom fields and an example row to replace.
2

Upload your file

Click Upload file or drag a .csv file onto the window.
3

Check the column mapping

Under Column mapping, check each destination in the Maps to column. Change a match, or map an unfamiliar header to an existing field. One column must map to Email, and each destination can be used only once. To add a field that does not exist yet, choose Create field in the Maps to menu. The field is saved straight away, even if you cancel the import.
4

Import

Fix anything the check flags, then click Import. The import report shows how many participants were created, updated and skipped, with a reason for every skipped row.
Format values like this: dates as YYYY-MM-DD, yes/no values as true or false, numbers with a decimal point, and phone numbers with the country code. For a multi-select field, separate options with ; or |. If a required custom field is not mapped or has a blank cell in any row, Import stays unavailable until you fix it. To export your participants, click Export on the Participants tab.

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View a learner profile

Click a participant to open their profile. It shows their details and custom fields, and the courses they are assigned to, with their progress in each. For a closer look at one course, open the course report.

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Add custom fields

Custom fields hold extra details about each participant, such as department or position. You can use them in CSV imports. A workspace can have up to 50.
  1. Open the Custom fields tab and click Add field.
  2. Enter a Label and a Key. The key is the CSV column name, can use lowercase letters, digits and underscores, and cannot be changed later.
  3. Choose a Type: text, select, multi-select, date, number, yes/no, email, URL or phone. A select or multi-select field needs at least one option.
  4. Turn on Required if every participant must have a value.
Deleting a field removes its value from every participant.

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Frequently asked questions

No. Assigning a course gives access but does not send an invitation. Share the course link with your learners, who can then follow it as described in Take a course as a learner.
No. Learners cannot see another learner’s private data, and only authorised admins can manage their workspace’s participants.
Check that the file is a .csv with a header row, no larger than 1 MB and with no more than 1,000 rows. One column must map to Email, and every required custom field must be mapped and filled in on every row.
Have a question? Contact our support team — if you’re logged in, use the chat bubble in the bottom-right of your dashboard; otherwise contact us here or email hi@ahaslides.com. Want to connect with other users? Join the AhaSlides community to share tips, request features, and see how others engage their audiences.