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: 1 total admin user 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: 1 total admin user 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.

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.
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 manually enroll the students in a product, check Enroll these students into a product and use the dropdown menu to select.
      
   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.
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.

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.
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. Limit affiliate(s) to a specific course, bundle, or coaching product: 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.

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.
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.

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.
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.

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

User Name,user1@email.com,password

Please note the following when creating your CSV file:

• The values (name, email, etc.) cannot have spaces between them.
• Each value (name, email, etc.) must be separated by a comma.
• You must include the field names as the first row of your CSV.
• Do not use special characters.
• 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.
   
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, digital download, or bundle product; then select the specific product from the dropdown menu.
7. Click Import to confirm.

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.
   
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 product: Check this box if you want to restrict the affiliate’s commission to a specific product, then select from the dropdown menu.
7. Click Import to confirm.

Purchasing additional admin seats 

School owners on paid plans receive a set number of default admin seats. However, owners have the flexibility to purchase extra admin seats separately as "add ons" to your existing Teachable subscription. 

To purchase additional admin seats:

1. Navigate to your Users area, and select the specific user role you would like to purchase/add. (ie. Owner or Author)
2. Select Add User at the top right of the page. If the admin seat limit of your plan has been reached, a message should appear at the top of the modal:
3. Fill out the modal with the information about your new Admin user. 
4. Select Import. 
5. On the next modal, confirm your purchase.

To remove additional admin seats, the role permission will need to be revoked from the user. To do so:

1. Navigate to the User menu.
2. Select the user role, then select the desired user. 
3. In the user's profile view:

For Owners:

1. In the user's Information menu, scroll down to Privileges.
2. Select Revoke Owner Privileges. A pop up will appear to confirm your removal of your additional admin seat from your next billing cycle. 

For Authors: 

1. Select the Author menu. 
2. Click Deactivate Author. A pop up will appear to confirm your removal of your additional admin seat from your next billing cycle. 

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.