Getting Started: 10 Minute Quick Start Guide

Tip: We also have an additional guide for setting up a new user on your dashboard. Click here to access it.

In this article, we will outline the basics you need to use the B2B dashboard. We recommend you read this guide thoroughly, as there are several essential concepts and terms that you will need to get the most out of our software.

To start, this guide is written from the perspective of a course creator setting up the B2B dashboard to sell their courses to businesses, and those businesses can manage their students. To help group these concepts in the real world, we're going to assume the following fictitious scenario:

You are a course creator who sells the following three educational courses:

SAT Preparation Course
Essay Writing 101
College Study Skills

Your target market is school boards, and you have recently sold your courses to two school boards:

Toronto School Board
Ottawa School Board

The Toronto School Board has two schools:

CN Tower Elementary
Eaton Square High School

The Ottawa School Board has one school:

Parliament High

Each school board has given you the details of teachers who will administrate the courses and assign them to students. Those teachers are:

Pam Beesly (Toronto School Board)
Jim Halpert & Dwight Schrute (Ottawa School Board)

Quick Recap: We have sold our courses to two school boards. One of those school boards, Toronto, has two schools, and the other, Ottawa, has one school. Each school board has nominated teachers who will log into the dashboard and assign courses to their students.

Step 1: Create Teacher Accounts

We need to create accounts for the teachers so that they can log into the dashboard, view students and enrol them to courses.

Open your admin panel by proceeding to your site, e.g. https://example.b2bdashboard.io/admin, and log in if you have not already. Then click Users, then Add User

In the pop-up, enter the teacher's details. These teachers will not be taking courses themselves on Thinkific, so we can leave the 'Create Thinkific Account' unchecked. Note the login details here are what they will use to access the B2B dashboard.

Click Add User. Repeat this process for all three teachers.

Step 2: Create the 'Teams' for each School.

In the language of the B2B dashboard, each school will be represented by a 'Team'. A Team can be as large as a school, or you could assign a team to each classroom. The choice is yours. For this example, we will assume that each school is a team to keep things simple.

Top Tip: For the remainder of this document, we will use the term 'team' to denote a 'school' But remember, a team can be any grouping of people, e.g. A classroom, an office, a restaurant, a sports league, etc.

Click Teams, then Add Team

We will add the Toronto School Board first. Firstly, we will enter the team name "CN Tower Elementary" and assign the owner, Pam Beesly. We will not allocate seats (This will come later). Click Add Team

Next, we need to add the second school (Eaton Square High School) for Toronto. Again, click Add Team and enter the details, choosing Pam as the owner once more, and no seat allocation:

Next, we need to add the Ottawa School Board. When creating this team (Parliament High), we must assign an owner. As there are two teachers, you can choose the owner. You can always change the owner later, so don't worry too much about who the owner is. In our example, we will assign Dwight as the owner:

Step 2b: Adding Team Members

We have assigned Dwight as the team owner but Jim Halpert also needs access to this team. Therefore, we must assign them to the team. Open the team by clicking on the right-hand side (If the team details are not already open):

Click Users, then Add User

As Jim's account was created in a previous step, we can choose them from the drop-down menu of existing users and assign them the 'administrator' role. Click Add User

Tip: You can also add a new user directly via this screen.

Finally, you can return to the Team menu, and your team set-up should look as follows:

Quick Recap: We have created three user accounts for each teacher. These teachers have been assigned to their respective teams. Jim and Dwight are assigned to two teams as they both require access to each team.

Step 3: Create & Assign Seats

Now that we have created accounts for each teacher and assigned them to their teams (Schools), we need to create and assign seats to each team so the teachers can enrol their students in your courses.

Let's take the simplest case first. Ottawa School Board has purchased two courses:

Essay Writing 101 - 100 Seats
College Study Skills - 50 Seats

Therefore, we need to create and assign these seats to the Parliament High School Team.

Click Seats, then Add Seat

In the pop-out, we need to define the seat. There are additional configuration options here, which you can find in our documentation, but we'll concentrate on the four most important for this set-up:

Name: Enter a name which will be easy to find and remember in the future should you need to adjust the seat, e.g. Ottawa / Essay Writing 101
Max Seats: The school board purchased 100 seats for this course. Therefore, we enter 100, meaning 100 students can be added to this course.
Expiry Type: For this example, we will assume that enrollments are only valid until the end of the school year, and hence, any created enrollment will expire on June 30th
Product: We will assign the Essay Writing 101 product (Note: "Product" refers to both Courses and Bundles in Thinkific)

Click Save

Important: Repeat this process for each course that a team will have access to. In our example, we must also create a seat for the College Study Skills course.

At this point, we have created the two seats for the Ottawa School Board for their purchased courses, but we must now assign them to the team.

Open the seat configuration by clicking the arrow on the left-hand side:

Click Teams

Then, Assign Seat to Team

Choose the team; in our example, this will be Ottawa, so we choose the Parliament High team and click Assign Seat.

Important: You must repeat this process for each seat that is required to be assigned to a team.

Quick Recap: We have assigned two seats ( Essay Writing 101 - 100 Seats & College Study Skills - 50 Seats) for the Ottawa School Board to the same team (Parliament High)

Next, we must create and assign seats for the Toronto School Board. Toronto has two schools, so they wish to share some course seats. Let's assume they made the following purchases:

SAT Preparation Course - 35 Seats
Essay Writing 101 - 75 Seats
College Study Skills - 120 Seats

As the SAT Preparation Course and College Study skills are only applicable to High School students, the seats created for these products will only be assigned to Eaton Square High School

However, Essay Writing 101 is suitable for all students; therefore, when we create a seat for it, it will be assigned to both the CN Tower Elementary and Eaton Square High School.

Important - Read Carefully: A single seat can be shared across multiple teams, meaning the total number of consumed seats is calculated from a single point of reference. For example, if there are 120 seats for College Study Skills, CN Tower Elementary enrols 40 students, and Eaton Square High enrols 50 students, then the total number of used seats is 40 + 50 = 90. Therefore, the total number of seats now available is 120 - (40 + 50) = 30

We can now proceed as before and take the following steps:

Create a seat for SAT Preparation Course
Assign this seat to the Eaton Square High School only.
Create a seat for Essay Writing 101
Assign this seat to Eaton Square High School only.
Create a seat for College Study Skills
Assign this seat to CN Tower Elementary and Eaton Square High School

When complete, the seat assignment for College Study Skills would be the following, noting it's assignment to two teams:

Congrats! You are now fully set up. In terms of next steps, we recommend the following:

Send an email to your new users (Pam, Jim and Dwight in our example) showing them how to log in and use the dashboard (See our examples here)
Review our extensive documentation on other features in the dashboard by clicking here.
Questions or issues? Contact us via the bubble below or the contact form on our website.

And lastly, thank you for choosing our software!