{"id":4850,"date":"2026-02-15T12:15:39","date_gmt":"2026-02-15T12:15:39","guid":{"rendered":"https:\/\/usermanual.leadxera.com\/?post_type=docs&#038;p=4850"},"modified":"2026-02-15T12:15:57","modified_gmt":"2026-02-15T12:15:57","password":"","slug":"auto-enrollment","status":"publish","type":"docs","link":"https:\/\/usermanual.leadxera.com\/fr\/docs\/auto-enrollment\/","title":{"rendered":"Auto-Enrollment"},"content":{"rendered":"<figure class=\"wp-block-image alignright size-full is-resized\"><img fetchpriority=\"high\" decoding=\"async\" width=\"149\" height=\"483\" src=\"https:\/\/usermanual.leadxera.com\/wp-content\/uploads\/2026\/02\/aito-enrollment-menu.png\" alt=\"\" class=\"wp-image-4866\" style=\"aspect-ratio:0.3084862014300042;width:151px;height:auto\" srcset=\"https:\/\/usermanual.leadxera.com\/wp-content\/uploads\/2026\/02\/aito-enrollment-menu.png 149w, https:\/\/usermanual.leadxera.com\/wp-content\/uploads\/2026\/02\/aito-enrollment-menu-93x300.png 93w, https:\/\/usermanual.leadxera.com\/wp-content\/uploads\/2026\/02\/aito-enrollment-menu-4x12.png 4w\" sizes=\"(max-width: 149px) 100vw, 149px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">The Auto Enrollment feature is specifically designed to help you automatically assign relevant courses to users based on their job titles. By setting up auto-enrollment rules, you can ensure that employees, managers, or other user groups are instantly and consistently enrolled in the training programs and courses that are most applicable to them\u2014whether free, paid, or both.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>To open the Auto Enrollment: <\/strong><\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li class=\"translation-block\"><strong>From the Sidebar Menu<\/strong>, click <strong>Utilities<\/strong> to expand the options.<\/li>\n\n\n\n<li class=\"translation-block\"><strong>Select Automations<\/strong>, look for the gear icon labeled <strong>Automations<\/strong>.<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>To work efficiently on the screen, do as follows:<\/strong><\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li class=\"translation-block\">Navigate to the <strong>Utilities<\/strong> section from the left sidebar and select <strong>Automations<\/strong>.<\/li>\n\n\n\n<li class=\"translation-block\">Click the <strong>Job Title<\/strong> dropdown under <strong>Choose job titles<\/strong>.<\/li>\n\n\n\n<li>Select the job titles you want to apply auto-enrollment to (e.g., \u201cemployee\u201d). The selected job title will appear as a tag.<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image aligncenter size-full\"><img decoding=\"async\" width=\"914\" height=\"360\" src=\"https:\/\/usermanual.leadxera.com\/wp-content\/uploads\/2026\/02\/auto-enrollment-screen.png\" alt=\"\" class=\"wp-image-4867\" srcset=\"https:\/\/usermanual.leadxera.com\/wp-content\/uploads\/2026\/02\/auto-enrollment-screen.png 914w, https:\/\/usermanual.leadxera.com\/wp-content\/uploads\/2026\/02\/auto-enrollment-screen-300x118.png 300w, https:\/\/usermanual.leadxera.com\/wp-content\/uploads\/2026\/02\/auto-enrollment-screen-768x302.png 768w, https:\/\/usermanual.leadxera.com\/wp-content\/uploads\/2026\/02\/auto-enrollment-screen-360x142.png 360w, https:\/\/usermanual.leadxera.com\/wp-content\/uploads\/2026\/02\/auto-enrollment-screen-18x7.png 18w\" sizes=\"(max-width: 914px) 100vw, 914px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph translation-block\">4. Click the <strong>Course Type<\/strong> dropdown.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">5. Choose your preferred option (e.g., &#8220;All Free and Paid Courses&#8221;).<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">6. Toggle the switch at the top right of the box to enable auto-enrollment to enable the Rule<\/p>\n\n\n\n<p class=\"wp-block-paragraph translation-block\">7. Click <strong>SAVE &amp; APPLY RULE<\/strong> to confirm and activate your auto-enrollment settings<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"991\" height=\"366\" src=\"https:\/\/usermanual.leadxera.com\/wp-content\/uploads\/2026\/02\/auto-enrollmwnt-after-selection.png\" alt=\"\" class=\"wp-image-4868\" srcset=\"https:\/\/usermanual.leadxera.com\/wp-content\/uploads\/2026\/02\/auto-enrollmwnt-after-selection.png 991w, https:\/\/usermanual.leadxera.com\/wp-content\/uploads\/2026\/02\/auto-enrollmwnt-after-selection-300x111.png 300w, https:\/\/usermanual.leadxera.com\/wp-content\/uploads\/2026\/02\/auto-enrollmwnt-after-selection-768x284.png 768w, https:\/\/usermanual.leadxera.com\/wp-content\/uploads\/2026\/02\/auto-enrollmwnt-after-selection-360x133.png 360w, https:\/\/usermanual.leadxera.com\/wp-content\/uploads\/2026\/02\/auto-enrollmwnt-after-selection-18x7.png 18w\" sizes=\"(max-width: 991px) 100vw, 991px\" \/><\/figure>","protected":false},"excerpt":{"rendered":"<p>The Auto Enrollment feature is specifically designed to help you automatically assign relevant courses to users based on their job titles. By setting up auto-enrollment rules, you can ensure that employees, managers, or other user groups are instantly and consistently enrolled in the training programs and courses that are most applicable to them\u2014whether free, paid, [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"open","ping_status":"closed","template":"","meta":{"site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"set","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"footnotes":""},"doc_category":[19],"doc_tag":[],"class_list":["post-4850","docs","type-docs","status-publish","hentry","doc_category-administrator"],"year_month":"2026-06","word_count":179,"total_views":"8","reactions":{"happy":"0","normal":"0","sad":"0"},"author_info":{"name":"n thabet","author_nicename":"n-thabet","author_url":"https:\/\/usermanual.leadxera.com\/fr\/author\/n-thabet\/"},"doc_category_info":[{"term_name":"Administrator","term_url":"https:\/\/usermanual.leadxera.com\/fr\/docs-category\/administrator\/"}],"doc_tag_info":[],"knowledge_base_info":[],"knowledge_base_slug":[],"_links":{"self":[{"href":"https:\/\/usermanual.leadxera.com\/fr\/wp-json\/wp\/v2\/docs\/4850","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/usermanual.leadxera.com\/fr\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/usermanual.leadxera.com\/fr\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/usermanual.leadxera.com\/fr\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/usermanual.leadxera.com\/fr\/wp-json\/wp\/v2\/comments?post=4850"}],"version-history":[{"count":2,"href":"https:\/\/usermanual.leadxera.com\/fr\/wp-json\/wp\/v2\/docs\/4850\/revisions"}],"predecessor-version":[{"id":4869,"href":"https:\/\/usermanual.leadxera.com\/fr\/wp-json\/wp\/v2\/docs\/4850\/revisions\/4869"}],"wp:attachment":[{"href":"https:\/\/usermanual.leadxera.com\/fr\/wp-json\/wp\/v2\/media?parent=4850"}],"wp:term":[{"taxonomy":"doc_category","embeddable":true,"href":"https:\/\/usermanual.leadxera.com\/fr\/wp-json\/wp\/v2\/doc_category?post=4850"},{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/usermanual.leadxera.com\/fr\/wp-json\/wp\/v2\/doc_tag?post=4850"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}