Add and Manage Students and Affiliates in Your School

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

Overview

You can manually add students and affiliates to your school. When you manually add them to your school, they 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
Affiliates	-Primary owners -Owners -Custom users (when they have the “Create & Manage Users” permission enabled)	Professional plan & up: unlimited number of affiliates

 

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 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.

 

Bulk import Students and Affiliates 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.

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.