Add Users to Your School

This article goes over how to add users to your school manually and via the bulk importer (available on the Business plan).

Overview

You can manually add users to your school. When you manually add users to your school, the users do not need to go through the sign up process themselves.

You can manually add all different user types to your school—this includes other owners, school authors, affiliates, custom users, or students.

The type of Teachable plan you are on affects which types of users you can add to your school and how many users you can add. Additionally, the user role type and permissions you have affect which types of users you can add:

User type to be added Who can add them? Plan availability & limitations
Students

-Primary owners

-Owners

-Authors (when the school is on the Business plan and the author has “Permission to import students” enabled)

-Custom users (when they have the Create & Manage Users” permission enabled)

All plans: unlimited number of students
Owners (considered admin users)
  • Primary owners

Basic plan: 2 total admin users

Pro plan: 5 total admin users

Business plan: 20 total admin users

Authors (considered admin users)

-Primary owners

-Owners

-Custom users (when they have the Create & Manage Users” permission enabled)

Basic plan: 2 total admin users

Pro plan: 5 total admin users

Business plan: 20 total admin users

Affiliates

-Primary owners

-Owners

-Custom users (when they have the Create & Manage Users” permission enabled)

Professional plan & up: unlimited number of affiliates
Custom users
  • Primary owners
Business plan & up: unlimited number of custom users

 

Schools on the Business plan can use the bulk importer to add users in bulk via a CSV file.

NOTE: Adding users to a school does not mean they are automatically enrolled in a specific product. Learn more about the difference between school and product enrollment.

Add students

To add students to your school:

  1. Navigate to the Users > Students menu of your school.
  2. Click the Add Students button in the top right corner.The screen shows the admin menu of a Teachable school. From the left side navigation menu, the USERS tab is circled, then from the submenu, the STUDENTS tab is circled. In the top right corner of the page, there is an arrow pointing to the ADD STUDENTS button.
  3. In the modal that appears, enter your student's information, including their Name and Email.
    1. The Password field is optional. If left blank, the student will receive an account confirmation email prompting them to specify a password. If you fill out a password for the student, you should let the student know that you set a password for them—they will not be notified otherwise.
    2. To opt your new students into any emails you may send to them through Teachable, check I confirm these users have consented to receive emails from my school. Students can later opt in or opt out of this setting from their user profile.
    3. To enroll the students in a course, check Enroll these students into a course and use the dropdown menu to select the course.The image shows a popup window titled ADD STUDENTS, which has fields for NAME, EMAIL, and PASSWORD. There are checkbox fields for email consent and enrollment into a course, with a IMPORT button at the bottom of the window.
    4. Click Import to confirm and add the students to your school.

Add authors

To add authors to your school:

  1. Navigate to the Users > Authors menu of your school.
  2. Click the Add Authors button in the top right corner.The screen shows the admin menu of a Teachable school. From the left side navigation menu, the USERS tab is circled, then from the submenu, the AUTHORS tab is circled. In the top right corner of the page, there is an arrow pointing to the ADD AUTHORS button.
  3. In the popup modal, enter in the following information:
    1. Full name
    2. Email
    3. Password (Optional): If left blank, the author will receive an account confirmation email prompting them to specify a password. If you fill out a password for the author, you should let them know that you set a password for them—they will not be notified otherwise.
    4. Revenue share: The percentage revenue they will receive for each sale made of products they manage. You can edit revenue share details at any time.
    5. Image & Bio (Optional): The image and biography of the author (we recommend using a 250x250 px image). You can edit these details at any time.
    6. I confirm these users have consented to receive emails from my school: Checking this box will opt your new authors into any emails you may send to them through Teachable. Authors can later opt in or opt out of this setting from their user profile.
  4. Click Import to confirm and add the authors to your school.

The image shows a popup window titled ADD STUDENTS, which has fields for NAME, EMAIL, PASSWORD, REVENUE SHARE, IMAGE, and BIO. There is a checkbox field for email consent, with a IMPORT button at the bottom of the window.

After you add authors to your school, you will still need to assign them to the specific products you would like them to manage. You also have the option to make an existing student an author. Learn more about creating and managing authors in your school.

Add affiliates

To add affiliates to your school:

  1. Navigate to the Users > Affiliates menu of your school.
  2. Click the Add Affiliates button in the top right corner.The screen shows the admin menu of a Teachable school. From the left side navigation menu, the USERS tab is circled, then from the submenu, the AFFILIATES tab is circled. In the top right corner of the page, there is an arrow pointing to the ADD AFFILIATES button.
  3. In the popup modal, enter in the following information:
    1. Name
    2. Email
    3. Password (Optional): If left blank, the affiliate will receive an account confirmation email prompting them to specify a password. If you fill out a password for the affiliate, you should let them know that you set a password for them—they will not be notified otherwise.
    4. Commission: The percentage of revenue they will receive for each sale made with their affiliate link. You can edit commission details at any time.
    5. I confirm these users have consented to receive emails from my school: Checking this box will opt your new affiliates into any emails you may send to them through Teachable. Affiliates can later opt in or opt out of this setting from their user profile.
    6. Add affiliate(s) to a course: Check this box if you want to restrict the affiliate’s commission to a specific course, then select the specific course from the dropdown menu.
    7. Click Import to confirm and add the affiliates to your school.

The image shows a popup window titled ADD AFFILIATES, which has fields for NAME, EMAIL, PASSWORD, and COMMISSION. There is a checkbox field for email consent and adding affiliates to a course, with a IMPORT button at the bottom of the window.

Alternatively, you can also make an existing student into an affiliate. Learn more about adding and managing affiliates in your school.

Add owners

To add a new owner to your school:

  1. Navigate to the Users > Owners menu of your school.
  2. Click the Add Owners button in the top right corner.The screen shows the admin menu of a Teachable school. From the left side navigation menu, the USERS tab is circled, then from the submenu, the OWNERS tab is circled. In the top right corner of the page, there is an arrow pointing to the ADD OWNERS button.
  3. In the popup modal, enter in the following information:
    1. Full name
    2. Email
    3. Password (Optional): If left blank, the owner will receive an account confirmation email prompting them to specify a password. If you fill out a password for the owner, you should let them know that you set a password for them—they will not be notified otherwise.
    4. Image & Bio (Optional): The image and biography of the owner (we recommend using a 250x250 px image). You can edit these details at any time.
    5. I confirm these users have consented to receive emails from my school: Checking this box will opt your new owners into any emails you may send to them through Teachable. Owners can later opt in or opt out of this setting from their user profile.
    6. Enroll these owners into a course: Check this box if you want to enroll the owner(s) into a course, then select the specific course from the dropdown menu.
  4. Click Import to confirm and add the owners to your school.

The image shows a popup window titled ADD OWNERS, which has fields for NAME, EMAIL, PASSWORD, IMAGE, and BO. There is a checkbox field for email consent and adding owners to a course, with a IMPORT button at the bottom of the window.

Alternatively, you can turn an existing student in your school into an owner. Learn more about managing owners in your school.

Add custom users

To add a new custom user to your school:

  1. Navigate to the Users > Custom menu of your school.
  2. Click the Add Custom Users button in the top right corner.The screen shows the admin menu of a Teachable school. From the left side navigation menu, the USERS tab is circled, then from the submenu, the CUSTOM tab is circled. In the top right corner of the page, there is an arrow pointing to the ADD CUSTOM USERS button.
  3. In the popup modal, enter in the following information:
    1. Full name
    2. Role: Select the role you want to assign to the custom user. If you have not yet created the role, select Create New Role.
    3. Email
    4. Password (Optional): If left blank, the custom user will receive an account confirmation email prompting them to specify a password. If you fill out a password for the custom user, you should let them know that you set a password for them—they will not be notified otherwise.
    5. Image & Bio (Optional): The image and biography of the custom user (we recommend using a 250x250 px image). You can edit these details at any time.
    6. I confirm these users have consented to receive emails from my school: Checking this box will opt your new custom users into any emails you may send to them through Teachable. Custom users can later opt in or opt out of this setting from their user profile.
    7. Enroll these custom users into a course: Check this box if you want to enroll the custom user(s) into a course, then select the specific course from the dropdown menu.
  4. Click Import to confirm and add the custom users to your school.

The image shows a popup window titled ADD CUSTOM USERS, which has fields for NAME, EMAIL, PASSWORD, IMAGE, and BIO. There is a checkbox field for email consent and adding users to a course, with a IMPORT button at the bottom of the window

Alternatively, you can assign custom user roles to existing students in your school. Learn more about creating and managing custom users.

Bulk import users via CSV(Business plan)

Schools on the Business plan have the option of importing users via a CSV file. A CSV is a comma separated value file made in any text or sheet editor (such as TextEdit, Notepad, or Google Sheets).

In order to import a CSV file, the file must be formatted as follows:

name,email,password

user1,user1@email.com,password

The image shows a table with two rows. The rows has columns for NAME, EMAIL, PASSWORd, AND COMMISSION.

NOTE: The “password” column is optional. If left blank, the user will receive an account confirmation email prompting them to specify a password. If you fill out a password for the user, you should let them know that you set a password for them—they will not be notified otherwise.

The “commission” column is also optional, and only applicable if you are bulk importing affiliates. If left blank, the commission percentage will default to 0.

Please note the following when creating your CSV file:

  • The values cannot have spaces between them.
  • Each value must be separated by a comma.
  • You must include the field names as the first row of your CSV.
  • Do not use special characters, including spaces, periods, quotation marks, etc.
  • Do not add extra lines or breaks between lines.
  • Your file must be saved with a .csv extension.

Once you've created and saved your CSV, you can use it to bulk import users in your school.

To bulk import students:

  1. Navigate to your Users > Students menu.
  2. Click the Add Students in the top right corner of the page.
  3. In the popup modal, click the Import CSV tab.The image shows a popup window titled ADD STUDENTS. Towards the top of the poppup window, there are two tabs: MANUALLY or IMPORT CSV. The IMPORT CSV tab is circled.
  4. Click the Choose File button and add your .csv file.
  5. I confirm these users have consented to receive emails from my school: Checking this box will opt your new students into any emails you may send to them through Teachable. Students can later opt in or opt out of this setting from their user profile.
  6. Enroll these students into a product: Check this box if you want to enroll the student(s) into a specific course, coaching product, or bundle; then select the specific product from the dropdown menu.
  7. Click Import to confirm.

NOTE: If you are bulk importing students into a specific coaching product or bundle, the maximum number of students you can import at once is 200.

You can also bulk import affiliates. To do so:

  1. Navigate to your Users > Affiliates menu.
  2. Click the Add Affiliates in the top right corner of the page.
  3. In the popup modal, click the Import CSV tab.The image shows a popup window titled ADD AFFILIATES. Towards the top of the poppup window, there are two tabs: MANUALLY or IMPORT CSV. The IMPORT CSV tab is circled.
  4. Click the Choose File button and add your .csv file.
  5. I confirm these users have consented to receive emails from my school: Checking this box will opt your new affiliates into any emails you may send to them through Teachable. Affiliates can later opt in or opt out of this setting from their user profile.
  6. Add affiliate(s) to a course: Check this box if you want to restrict the affiliate’s commission to a specific course, then select the specific course from the dropdown menu.
  7. Click Import to confirm.

Delete users

If you'd like to delete a user for any reason, go to their user profile and click the Delete User Permanently button in the Information tab of their user profile.

Learn more about managing your users from the user Information tab.

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