Courses Overview
Courses are structured lessons in Portal Manager that students open in the client portal under Courses—build curriculum there, sell access with Digital Products Course SKUs, or grant enrollment through invitations and access rules without a separate LMS host.
Capability overview
Courses deliver structured, on-demand learning inside the client portal. You build a course and ordered lessons in Portal Manager, connect access through Digital Products and/or portal invitations, and enrolled students study at Client portal → Courses.
Pricing is not set on the course form. Charge through a Digital Products Course SKU—see Courses as a product—or grant access without checkout via Set course access rules.
Prerequisites
Course admin: Dashboard → Portal Manager → Overview → Courses (course editor opens from a course row)
Storefront enrollment: Courses as a product
Invite or grant access: Set course access rules
Live events (optional): Dashboard → Events Manager
Plan: Dashboard → Settings → Subscription
What you're looking at
Creator flow: a course shell (title, slug, description, status, cover and intro video from Media) plus a flat, ordered lesson list—not a separate module tree in the current editor.
Student flow: course list, course overview, and a lesson player with previous/next navigation, completion tracking, video resume, and downloadable attachments.
Access is separate from curriculum: the course record holds content; who may open it comes from paid products linked to that course, Portal Access products that bundle course widgets, or active access grants from invitations.
Implementation steps
- Confirm the education module on Settings → Subscription (included on Professional and Studio tiers).
- Open Portal Manager → Overview → Courses and skim how courses are listed and created.
- Note the structure: one course → ordered lessons (each lesson can include text, video, and attachments).
- Decide how students enroll—storefront purchase, invitation with a course grant, or both.
- If you sell on the site, plan the matching Digital Products Course SKU before publishing.
- Optional: open Events Manager only when live workshops complement on-demand lessons.
What you'll see
A clear split between building curriculum in Portal Manager, selling or granting access through products and invitations, and studying inside the signed-in client portal.
Enrolled students may also see a Course Progress widget on the portal home. That widget is driven by their purchases and grants—it is not a manual toggle in portal shell settings.
Async-only courses
You do not need Events Manager for video, text, or download-only curricula.
Student accounts vs team roles
Client portal students are not dashboard team members. A student login does not inherit author or other team permissions.
Verifying your setup
- The education module is confirmed on your plan.
- You know where to create courses and that lessons are ordered directly under each course.
- You have chosen at least one student access path (purchase, invitation grant, or both).