When an admin moves an individual learner from one Panorama to another, or adds and removes sublicenses within their current Panorama, a guided wizard walks you through the change and lets you decide what happens to the content the learner is leaving behind. You can preview exactly which courses and learning paths are affected before anything is applied, and choose whether to keep the learner enrolled, remove access but keep their progress, or remove access and reset progress.
You can also apply this same control when the change is made through the REST API or via SSO. See the API and SSO documentation linked in the FAQs below for details.
Use Case Information
This feature gives admins a clean, guided way to move learners between Panoramas without accidentally losing progress or leaving learners with dangling access. Instead of manually tracking which courses a learner will lose or gain, the wizard previews the impact and asks you to make a single, deliberate decision for any content the learner is leaving behind.
Who can do this:
- Platform (main-site) admins with Editing Basic Learner Info permission can move learners across any Panorama.
- Panorama-scoped admins with Editing Basic Learner Info permission can add or remove sublicenses within their own Panorama(s), but can't move learners to a different Panorama.
Before You Begin
A few details are worth keeping in mind before you start a move.
- A learner can belong to only one Panorama at a time.
- You'll need to make a decision for how you want to handle content the learner will lose access to. See Enrollment Decision Options below.
- Progress reset can't be undone. If you choose to reset progress, that data is permanently deleted.
Move a Learner
Follow these steps to move a learner to a new Panorama, or to add or remove their sublicenses within their current one.
- Go to Users and open the learner's profile.
- In the Panorama section of the Access tab, select Change and choose an action:
- Panorama Assignment: move the learner to a different Panorama.
- License Assignment: add or remove sublicenses within the current Panorama.
- Remove Panorama: remove the learner from their Panorama entirely.
After making your choice, follow the steps in the wizard:
Choose the Destination
Select the destination Panorama and/or the sublicenses the learner should have.
Preview the Impact and Choose an Enrollment Decision
The wizard shows how each content item will be affected, grouped by:
- In both Panoramas (overlap content): content available through both the old and new sublicenses. There's no change in access, so enrollments and progress are preserved automatically.
- Only in the current Panorama: the content the learner is leaving behind. This is what your enrollment decision applies to.
- Only in the future Panorama: newly available through the destination sublicenses. No decision is required here, it's informative only.
When there is content the learner is leaving behind, choose one enrollment decision (see Enrollment Decision Options below). If nothing is being left behind, the wizard shows "no decision needed" and skips straight to confirmation.
Tip
Golden rule for a clean migration: if the preview flags courses that exist only in the learner's current Panorama and you want them carried over as normal Panorama access, pause the move, provision that content into the destination Panorama or sublicense, then re-run the move. Once the content exists in both places, it shows as overlap and is preserved automatically, so no enrollment decision is needed and no progress is at risk.
Review and Confirm
A summary shows the final outcome. Select Confirm to apply the change.
The move is a short, guided flow of up to three steps; add and remove actions may have fewer steps.
Enrollment Decision Options
For content the learner will no longer be able to reach through their sublicenses, choose one of the following options. You'll make a single decision that applies to all courses and learning paths affected by the move.
| Option | What happens |
|---|---|
| Keep access as direct enrollment | The learner keeps full access to the content regardless of their Panorama membership. The enrollment is effectively converted to a direct enrollment and is no longer managed or governed by Panorama membership. |
| Remove access, preserve progress | The learner loses access to the content from their dashboard, but all progress is saved. If they regain access later, they pick up where they left off. |
| Remove access and reset progress IRREVERSIBLE ACTION |
The learner loses access and all progress is permanently deleted. If they regain access later, they start from scratch. This can't be undone. |
Note
Achievements, certificates, and transcript records are never affected by a Panorama move. They're preserved no matter which option you choose, including Remove access and reset progress.
How Different Types of Content Are Affected
A few types of content behave a bit differently during a move. Here's what to expect for each.
- Overlap content: Courses (and learning paths) available through both the old and new sublicenses stay enrolled with progress intact; only the sublicense association is updated.
- Learning paths: A learning path and each of its enrolled milestone courses are evaluated individually. Your single enrollment decision applies to all of them. For example, choosing Remove access and reset progress resets both the learning-path progress and the progress of each enrolled milestone course. Milestone courses the learner never enrolled in are unaffected.
- Direct enrollments: Content the learner accessed by purchase or manual enrollment (not through a sublicense) is not affected by a Panorama or sublicense change.
- Access expirations: When overlap content moves to a new sublicense that has its own access limit, the new limit takes effect from that point; the original access window is not carried over.
- Discussions: Discussion boards are segmented by Panorama. After a move, the learner sees only discussion content for their new Panorama. Posts they made in the previous Panorama remain there and stay visible to members of that Panorama. If the learner is moved back, they can see that original discussion content again.
FAQs
Can a learner belong to more than one Panorama at the same time?
No. A learner can belong to only one Panorama at a time. Moving a learner to a new Panorama removes them from their current one.
Do I have to make an enrollment decision every time I move a learner?
Only if the learner is leaving behind content that exists only in their current Panorama. If all of their content overlaps with the destination Panorama, the wizard shows "no decision needed" and skips straight to confirmation.
Can I undo a progress reset?
No. Choosing Remove access and reset progress permanently deletes that learner's progress, including course status, page progress, quiz attempts, assignment submissions, and SCORM attempts. This action can't be reversed.
Will moving a learner affect their certificates or achievements?
No. Achievements, certificates, and transcript records are always preserved during a Panorama move, regardless of which enrollment decision you choose.
Does this apply to managers and admins too?
No. The wizard applies to learners only. Manager and admin users continue to use the existing client/licenses form, and the enrollment-decision options don't apply to them.
Does this same enrollment control apply to moves made through the API or SSO?
Yes. You can exercise the same control over enrollment and progress when the move is made through the REST API or via SSO. See the related API and SSO documentation for details.