Staff guide: how to correctly enrol staff and students on a course, course roles and permissions.
Introduction – the different ways users are enrolled in Blackboard courses.
Auto-enrolment via the Banner student information system
Most instructors and students should be enrolled in Blackboard via the Banner information system – see the introduction to the different types of Blackboard courses for more information on how users are auto-enrolled.
Updates to Banner enrolments will show in Blackboard within an hour of the Banner update.
Many administrative and management staff are auto-enrolled in Blackboard courses as Instructors and Teaching Assistants either via Banner or iSolutions enrolment feeds. We are working on improvements to this process and if you have any comments or would like to get involved, please let us know via a ServiceLine ticket.
Manual Enrolments
Staff can be manually added to a Blackboard course with the appropriate course role to ensure they have correct permissions, and course users know who they are.
Students can be manually added to Blackboard courses which are not connected to Banner.
Overview of Course Roles
To access a Blackboard course, users must be enrolled with an appropriate course role. See the sections below for how to enrol staff and students correctly.
Course Role | Use and notes on permissions | Can edit content | Access to Grade Centre | Enrol via: |
Student | For students enrolled in a module or auditing students. | No | Only personal via Tools/ MyMarks | Banner |
Instructor | Instructors have full access to edit course content, user management and the Grade Centre. Only staff responsible for teaching the module should be enrolled as an instructor and this should be via Banner. Use other appropriate roles for non-teaching staff. | Yes | Yes | Banner or manual |
Teaching Assistant | Similar permissions to an instructor – for staff involved with supporting instructors with delivering the course. | Yes | Yes | Banner or manual |
School Office Administrator | Anyone needing view-only access but without access to student grades and info. | Yes | Yes | Banner or manual |
Course Builder | For anyone assisting with creating and editing course content who is not responsible for teaching or supporting students. | Yes | No | Manual |
Programme Lead | Anyone listed as Programme Lead in CRUMS can self-enrol onto modules associated with their programme. Can add staff to the course. | No | Yes | Self-enrol via Staff Enroller |
Marker | Anyone assisting with marking who is not an instructor or teaching assistant. Full access to marking student submissions and activities. | No | Yes | Manual |
External Examiner | Used for external examiners: view-only permissions on all Blackboard content, including student activity and submissions. EEs will have marking access to Turnitin submissions, but won’t be able to edit or delete the assignment. | No | Yes – view only | Manual – or contact the faculty office for local processes. |
Auditing Instructor | Give other staff view-only access to your course. | No | Yes – view only | Manual |
Course Content Viewer | Anyone needing view-only access but without access to student grades or information. | No | No | Manual |
Pre-Sessional Instructor | Can manage groups and access the Grade Centre, but has limited access to delete or edit the course content. Cannot delete Groups. | Yes – but limited. | Yes | Manual |
Library Staff | Library staff involved in your module or subject area can enrol to support staff and students with content and delivering skills sessions. | Yes | No | Self-enrol via Staff Enroller |
How to enrol students
- Contact the relevant student office if you have any queries about a student, or auditing student, enrolments – students need to be added to Blackboard via Banner enrolments.
- If you are trying to add a class from another module to your Blackboard course, please request merged enrolments instead – see more information on merged enrolments.
- If you are adding students to an arbitrary (custom) course, then see this guide to the different types of Blackboard courses for information on more effective course setups.
- Students can be manually added to courses that are not connected to Banner teaching modules, for example, staff training courses.
- Contact ServiceLine if you need advice on your course setup and enrolments.
How to enrol staff members or request course access for yourself.
Please see the list below for the appropriate way to enrol staff depending on role. Any staff users can be added directly to a Blackboard course but users need to be enrolled on the module in Banner if they are to have access to other services such as MyEngagement and the timetable.
- New academic staff who will be responsible for teaching on a module: Contact your Faculty CQA office or fill out this form to request to be enrolled as an Instructor via Banner.
- Existing academic staff who are teaching a new module: Contact your Faculty CQA office who can add you to the module as an Instructor in Curriculum Manager and Banner.
- Academic and support staff who are not course instructors; such as PG Teaching Assistant, Programme Lead, Moderator or Supervisor (if you need access to the module year on year) Contact your Faculty CQA office or fill out this form to request to be enrolled as a Teaching Assistant via Banner.
- SES Administrator access who also require access to Banner Gradebook: fill out this form to request to be enrolled on modules via Banner.
- Staff not directly involved with teaching and who do not require Banner enrolment: ask a course instructor or your student office team to enrol you on the Blackboard course manually with an appropriate course role.
- Instructors needing access to previous years’ Blackboard modules: contact your school office or a module instructor, or raise a ServiceLine ticket. You can be manually added to earlier courses.
- External Examiners: External examiners need a visitor IT account which can be manually added to courses with the course role External Examiner. Please remove them when access is no longer required.
Adding a user manually
Please see the sections on staff and student enrolments above before using manual enrolment.
- From your course Control Panel, expand Users and Groups and select Users.
- Select Find Users to Enrol at the left of the page.
- Type or Paste a username OR select Browse to search and select users (don’t type and Browse). Only users who aren’t already enrolled in your course will be identified in a search for users.
- Select or type as many usernames as needed. Separate multiple usernames with commas.
- Select an appropriate course Role.
- Select Submit.
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Change a user’s role in the course
You will not be able to edit a user’s course role in Blackboard if they are added via Banner enrollments. If you do not see the option to change a user’s role then this needs to be updated in Banner.
- From your course Control Panel, expand Users and Groups and select Users.
- Search for the user and select the Options menu to the right of their username.
- Select Change User’s Role in Course.
- Choose a new role and Submit.
Removing a user or un-enrolling from a course.
You will see the option to remove a user from a course if they have been added via Banner enrolments. Staff can request to be removed from the module in Banner via this form (you can use this form to request on behalf of other users).
We do not recommend deleting students from a course as this will remove their work and assignments (unless they are enrolled via Banner). Contact the student office if a student needs to be dropped from the module in Banner.
To remove a user:
- From your course Control Panel, expand Users and Groups and select Users.
- Search for the user(s) to be removed.
- Select the checkboxes to the left of the users to be deleted.
- Select Remove Users from Course.
- Select Submit.
Troubleshooting common enrolment errors
You don’t have permission to enrol this user
- Follow the instructions above carefully – if you Paste in a username and then select Browse you will get this error. Go straight to Submit after pasting the username.
- You need to be an Instructor, Teaching Assistant, Course Builder or School Office Administrator to add and remove users.
You do not have permission to remove an Instructor
If the Instructor is enrolled in the module via Banner then they will need to be removed from the module in Banner. Request staff are removed from the module via this form.
Only course Instructors can remove other Instructors directly.
If you are not an Instructor you can change the user’s role to something other than Instructor, and then remove them.
A user you have removed re-appears
You cannot remove a user who is added via Banner enrolments. All student enrolment changes for Banner modules must be made in Banner by the Student Office. Staff can request to be removed from the module in Banner via this form.
The “user is already enrolled” or a user disappears from the course users list.
The user does not appear in the course users list, but when you try to enrol them you see a message to say they’re already enrolled.
This error occurs because the user has been dropped from the module in Banner and this will lead to a disabled Blackboard enrolment on this course.
- For a current year course, ask your student office to correct the Banner enrolment. The student will reappear on the Blackboard course the following morning.
- If the student has been moved to a different module code, then you can merge Blackboard enrolments to ensure all students on the code have access to teaching materials.
- For a previous year’s course or where the students cannot be added via Banner then contact SeviceLine and request the Blackboard enrolment is re-enabled.
The student’s course activity and submissions will re-appear when the enrolment is re-activated.
Batch enrolment from a spreadsheet upload
Note – we do not recommend this please see the sections on staff and student enrolments above. If there is no other option for enrolling your users, then use this guide to prepare and upload a Batch file.
Prepare a Batch upload Spreadsheet of usernames and course roles.
Use the template below.
- Add usernames to column A (make sure there are no leading or trailing spaces). See the Tip below if you need to extract usernames from a list of student emails.
- Add the code for the course role to column F:
S=Student, P=Instructor, T=Teaching Assistant, B=Course Builder, G=Marker, EX_EXAMINER=External Examiner, PS_Instructor=PreSessional Instructor. - Add the number 1 to column B,C,E.
- Leave column D blank.
- Delete heading row 1 if using the template.
- Save as file type: CSV.
Upload a Batch enrol spreadsheet to your course.
- On the Control Panel, expand the Users and Groups section and select Users.
- On the Users page, select Batch Enroll Users.
- Select Browse to locate the batch file, and select Automatic as the Delimiter Type..
- Select Submit.
Tip: a quick way to extract a list of usernames from a list of student emails
If you have a list of student emails in a spreadsheet you can use Find and Replace in Excel to remove the @soton.ac.uk from all the emails.
- Copy and paste the list of student emails into Column A of the batch-enrol-template.
- In Excel, select the Find and Select tool and select Replace.
- In Find What – enter “@soton.ac.uk”.
- In Replace with – leave blank.
- Select Replace all.