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Cohorts are the primary way to organize students into groups — class sections, academic tracks, or placement groups. Each cohort has its own assignments, member roster, and faculty oversight. Cohorts Overview

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Creating a new cohort

Open the Cohorts tab and click Create Cohort. Create Cohort Interface The create modal asks for: Click Create Cohort to save.
The Copy from existing cohort + First assignment date combo is the fastest way to spin up a new semester — see Step 5: Next semester setup.

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Editing a cohort

Per-row actions (when you hover any cohort card) include edit, archive, unarchive, permanent delete, and generate join code. In edit mode you can also:
  • Upload a Cohort Logo (16:9, max 5MB; JPEG, PNG, WebP, or GIF) — appears in the cohort header for everyone
  • Update name, code, description, terms, and signing faculty

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Inside a cohort

Click a cohort card to open its dedicated dashboard. Cohort Dashboard You’ll see four centered sub-tabs: Click Back to cohorts in the header to return.

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Members sub-tab

Two segments: Students / Instructors. The top-right + Add Student / + Add Instructor buttons open the Add Program Members to Cohort modal — which doubles as an Invite to Program flow if you need to add a brand-new email. Per-row actions include View as Student (impersonate read-only) and bulk Assign same faculty to all to set faculty for many students at once. You can also click Send Alert to push a one-off notification to a student.

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Assignments sub-tab

Two segments: Assignments (one-time) and Schedules (recurring). The + Create button opens the program-wide assignments builder. Stop a schedule any time — existing emitted assignments are preserved, but no new ones are generated.

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Settings sub-tab

The available segments are:
  • General Information — name, code, description, terms, default signing faculty, cohort logo
  • Hour Requirements — per-track and per-certificate hour requirements with qualifying activity types
  • Hours Report Template — preview the active DocuSeal hours-report template, or use the default
  • Learning Contract (programs with Learning Contracts enabled) — pick which Learning Contract variant students in this cohort complete, or leave on Program default to use the standard contract. Variants are defined at the program level under My Program → Settings → Learning Contract Variants. See Learning Contract variants.

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Archiving a cohort

When a term ends, archive the cohort instead of deleting it:
  1. From the Cohorts tab, hover the cohort and click the archive action
  2. Click Show Archived in the header to see archived cohorts; Hide Archived to hide them again
Archiving hides the cohort from your active dashboard but preserves all student data, hours, and signed forms. You can Unarchive any time. Permanent delete is also available but rarely needed.
Next step: Once cohorts are set up, students complete clearance and you approve them. See Step 3.1: Approving students.