Creating and managing cohorts

How admins create cohorts, add people, and reuse them to organise learners and enrol groups into courses.

๐Ÿ‘ฅ What is a cohort?

A cohort is a named group of people you create once and reuse across 5Mins. Cohorts make it quick to organise learners and enrol the same group into courses without rebuilding the list each time. The Cohorts page describes them as temporary groups such as Leadership, newly onboarded employees โ€” so they suit intakes, candidate lists and project groups.

help-video-5412244

๐ŸŽฌ Watch this as a short narrated video

Steps shown in this video

  1. Cohorts live under People & Teams โ€” a named group you build once and reuse
  2. Select New Cohort to start one
  3. Give the cohort a name โ€” up to 100 characters
  4. Click Create cohort โ€” a Cohort created! confirmation appears
  5. The Add Learners panel opens straight away โ€” Filters pick people by their attributes
  6. Or search by name, email or team to find people one by one
  7. Tick everyone who belongs in this cohort
  8. Add them โ€” People added to the cohort! confirms they're in
  9. Back on the Cohorts page, the search box finds any cohort fast
  10. Your cohort is ready โ€” pick it when you enrol people into a course, and track the group in your admin reports

๐Ÿ“ Where to find cohorts

Go to Admin > People & Teams > Cohorts. The page lists every cohort with its Cohort name and Members count, and you can select the Members column heading to sort by size.

โž• Create a cohort

  1. On the Cohorts page, select New Cohort (top right).
  2. The Create a cohort window opens. In Name of the cohort, type a name โ€” the field holds up to 100 characters.
  3. Select Create cohort. You will see a Cohort created! confirmation.

The Add Learners to cohort panel opens straight away, so you can put people in immediately.

๐Ÿง‘โ€๐Ÿคโ€๐Ÿง‘ Add people to a cohort

Select Add Learners โ€” either on the cohort's row in the list, or from the cohort's own page. You get two options:

  • Add learners โ€” "Manually enter a single record for an individual user". Pick people from the list.
  • Bulk upload CSV โ€” "Quickly add multiple learners to a cohort". Best for long lists.

Picking people manually

  1. Choose Add learners. The Add Learners to cohort panel opens.
  2. Use Search by name, email or team to find someone, or open Filters to narrow the list by people's attributes instead of scrolling.
  3. Tick everyone who belongs in the cohort. The button counts your selection โ€” for example Add 3 Learners.
  4. Select it to confirm. A People added to the cohort! message appears.

๐Ÿ“„ Bulk upload learners from a CSV

Choose Add Learners > Bulk upload CSV. The panel walks through three steps:

  1. Download our template โ€” select Download CSV template (there is a Preview too) so your columns match what 5Mins expects.
  2. Fill in the information โ€” one row per person, one column per detail such as name and email.
  3. Upload CSV file โ€” drag and drop the file, or select Select file.

5Mins reports each row against one of three outcomes:

  • Learners added to cohort โ€” the email exists and was not already in the cohort.
  • Learner is already in the cohort โ€” the email exists and is already a member.
  • Learner not found โ€” the email is not registered or invited on the platform yet.

โš™๏ธ Manage a cohort

Select the cohort's name, or open the โ‹ฎ menu on its row and choose Manage Cohort. The cohort's page shows every member with their Name, Email and Status (for example Registered), and a Search for learners box for finding one person in a large group.

โž– Remove people from a cohort

  1. Open the cohort (Manage Cohort).
  2. Tick the people you want to take out. A 1 selected bar appears at the top.
  3. Select Remove Learners.

โฌ‡๏ธ Export a cohort's member list

Open the โ‹ฎ menu on the cohort's row and choose Export List. 5Mins downloads a CSV named after the cohort and the date โ€” for example Cohort Rise 201 - Cohort 1 - Aug_11_2026.csv.

๐Ÿ—‘๏ธ Delete a cohort

Open the โ‹ฎ menu on the cohort's row, choose Delete Cohort, then confirm in the window that appears.

๐Ÿ”Ž Managing cohorts day to day

  • Use Search for cohorts at the top of the Cohorts page to find one quickly; the list is paged, so search beats scrolling.
  • Cohorts you create are available when you enrol people into courses and appear in your admin reports, so you can track a group's progress together.

โ“ FAQ

Why is "Create cohort" greyed out?
The button stays disabled until you type a name. Names are capped at 100 characters, so anything longer is trimmed as you type.

What happens if someone in my CSV is already in the cohort?
Nothing is duplicated โ€” that row is reported back as Learner is already in the cohort.

Why does a colleague come back as "Learner not found"?
Their email isn't registered or invited on the platform yet. Invite them first, then add them to the cohort.

How do I get a list of everyone in a cohort?
Use Export List from the cohort's โ‹ฎ menu to download the members as a CSV.