Manage learning paths

Audience: MSP staff with Training access. Creating or editing paths requires Write Training or Manage Training; deletion requires manage permission. Company learners use their assigned training instead of administering the catalog. Open Training > Learning Paths. The management area offers Learning Paths, User Groups and Templates. Check the company scope before interpreting the list or assigning people.

Create a learning path

1. Choose Create Learning Path. The full editor opens, the same one used to edit a path.
2. To reuse a template, choose it in Start from. The template fills in the title, description, mandatory and target fields, and its courses in order. Choose Blank learning path to clear them again. You can change anything the template filled in.
3. Enter or adjust the title and optional description.
4. Choose the company, or the tenant-wide option when available. A template that belongs to one company can only create paths for that company. Review the mandatory and target role/department fields.
5. In Courses, tick the courses to include. In Assignments, add users or groups if you want learners assigned from the start. Both are optional at creation.
6. Click Create Learning Path. The path, its courses and its assignments save together, and nothing is created until this succeeds.

If a template includes a course that is retired or no longer available, the editor leaves it out and names it under Start from. Pick a replacement in Courses before you create the path if learners still need that topic.

Edit details, courses and assignments

The full editor has Details, Courses and Assignments. Changes remain staged until Save & Close succeeds.

• In Details, review scope and mandatory/targeting settings. A scope change can affect which users remain eligible; inspect assignments before saving.
• In Courses, search the course list, use the assignment control to include a course, and set whether it is required. Use the move controls to set order. The current editor uses course assignment controls rather than the old pair of Available/Assigned course lists.
• In Assignments, use Users or User Groups, select the intended targets and add them to the assigned side. Remove unwanted targets there. Review the deadline options and mandatory setting where offered.

Click Save & Close, then reopen the path to confirm the saved details and selections. Do not treat switching tabs or clicking Add Selected as persistence. If another editor changed the path and Save fails, reload the current path before reconstructing your intended changes. Target roles and departments are not a substitute for inspecting the actual assignment list. Verify which learners received the path rather than assuming a target field alone proves enrollment or notifications.

Use focused row actions

The path row menu also offers Manage Courses and Assign to Users/Groups. Use Save Changes in Manage Courses and Save Assignments in the assignment dialog. Review the resulting selection and save in that dialog; they do not wait for another page Save. Assigning a group affects its eligible members. Check both company scope and group membership before saving. Removing a path assignment is not a general course-enrollment deletion workflow; inspect learner records separately if you need to remove enrollment or access.

Reuse templates and groups

Use Templates to create and edit a reusable curriculum and manage its courses. To create a path from a template, choose it in Start from when you create a path, or choose Create Path from Template on the template’s row. Both open the full editor with the template filled in, so you can assign learners before you save. Each path created this way is separate: do not assume later template edits update paths created earlier. Convert to Template is a row action on a path and immediately requests the conversion operation. Use it when you intend to create reusable content, not to preview the template dialog. Use User Groups to manage named assignment groups and their members. A group selected for training is not an authorization role. Review actual membership before assigning a curriculum.

Choose a user group’s scope

Open User Groups, then Create User Group. Enter the group name and choose its company. MSP staff can use Tenant-Wide (available to all companies) when the group should span companies. Company administrators with Training write access use their available company scope. The tenant-wide switch is hidden, including when an MSP staff member impersonates the company administrator. Tenant-wide groups are hidden from company group management; this does not remove training already assigned to their members. Parent-company access to descendant groups still depends on the role’s child-company management permission. Click Create Group to save, or Cancel to discard the draft. The screenshots show unsaved drafts.

Bulk actions and deletion

Select the intended paths before using a bulk assignment or deletion action. Review the confirmation and target count. Delete is a separate confirmed operation, not a change staged behind Save & Close. Do not use it as a substitute for disabling one course or removing one learner.

Troubleshooting

If a learner is missing, check path scope and group membership. If courses do not appear for a learner, inspect the saved path courses, assignments, course enablement, Premium access and training permissions. If Save fails, keep the error and inspect the current record before retrying a create, conversion or assignment.

FAQs

Related guides

• Training settings
• Enable Training
• Learner training guide

Email reminders

MSP staff can import Learning Path reminders from Settings > Automation > Import. It defaults to Monday at 08:00 in the organization’s configured timezone and imports disabled for review. It emails learners while their assigned path is incomplete; the schedule can be changed on the rule. See Automation rules for schedule and activation details.