Automatic Cohort Synchronization

Owned by Luc Richard
Sept 15, 2020
1 min read

It is now possible to configure cohorts such that they automatically add and remove members based on a value of a user's attribute. Automatically synchronizing cohorts allows you to quickly and easily organize all of the users in your system by institution, department, or using some other criteria. Once users are organized in cohorts, you can leverage cohorts to filter reports, show various enrollment methods, set tiered pricing or membership discounts with PayPal Pro, or automatically assign users to courses using the cohort synchronization enrollment method.

To configure automatic cohort synchronization:

  1. Go to Site Administration > Users > Cohorts

  2. Add a new cohort or click on the edit button next to an existing cohort

  3. In the "Memberships" section of the cohort, enable the "Automatically add" and optionally, the "Automatically remove" options

  4. Specify the user field criteria for automatically adding users and/or removing them

Note that if enabled, users satisfying ANY of the conditions will be automatically added to the cohort, and users who no longer meet the conditions will be automatically removed from this cohort.

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