Example Use Case: Real Estate Office
In this example, we will walk through how to set up the B2B dashboard from the perspective of a course seller.
Tip: For a more in-depth example, including how to share seats between teams, please see our Quick Start guide.
Let's assume you are a course creator who makes courses for the real estate market. The two courses you sell are:
- Closing Sales 101
- How to Inspect Roofing for Beginners
A real estate office has approached you to buy these courses and enrol their realtors (Employees). There will be a single office manager who will decide which employees get enrolled. The manager, who we will call Ron Swanson for this example, will purchase the following:
- Closing Sales - 30 Seats
- How to Inspect Roofing for Beginners - 15 Seats
Lastly, we will assume Ron's company is called Swanson Real Estate.
Step 1 - Create a User Account for the Manager
Open your admin panel, click Users, then Add User.
Please enter the details for your user, in our example, Ron, and click Add User. You can leave 'Create Thinkific Account' unchecked unless the user will be accessing Thinkific themselves. In our case, Ron will not be taking courses and, therefore, does not require a Thinkific account.
Step 2 - Create a Team for the Real Estate Office
In the dashboard context, a team is a logical grouping of users. In our example, a team will represent the office of Ron and all their employees. However, a team could represent a group, building, region, or even a country. A user can also belong to multiple teams. However, all dashboard users must be assigned to at least one team.
Click Teams, then Add Team
Enter the details of the team, including the name (Swanson Real Estate) and the team owner (Ron). We will assign seats in a later step. Click Add Team
Step 3 - Create Seats for the Team
In the dashboard, Seats permit a team to access, enrol and view products (Courses or Bundles). We highly recommend reviewing our Seat documentation, as seats are extremely powerful and allow you to manage your courses in fine detail. In our example, we will need two seats as we have sold two courses, and both seats will be assigned to the Swanson Real Estate team.
Click Seats, then Add Seat
In the flyout, you can configure your seat. There are many options, but for this example, we will keep things simple:
Name - Enter a name that will be easier to find and correlate with your team. For example, use the team name or the username of the user who purchased it.
Max Seats - In our example, 15 seats were purchased for our Roofing course, so we will enter 15.
Expiry Type - This depends on your purchase agreement with your buyer. In our example, we sold the course with one year of access, so we chose 'days' and entered 365. Tip: If you license per year, you could use 'date' and set the date to the end of the license period.
Product - Choose the 'How to Inspect Roofing for Beginners' course
Finally, click Save
Repeat this process for as many courses as you have sold therefore in our example, we will create a total of two seats as we have two courses:
- Closing Sales 101
- How to Inspect Roofing for Beginners
Step 4 - Assign the Seats to the Team
For the team to be able to access the new seats, we need to assign them. Click Seats, then click the arrow on the right-hand side of the seat.
Click Team, then Assign Seat to Team. Choose the Swanson Real Estate team. Click Assign Seat.
Repeat this process for all applicable seats. In our example, we would repeat this twice.
When complete, the seat assignment for the Swanson team would look as follows:
Congratulations, your team is now set up with a user (Ron) and seat assignments. The next step is to notify Ron and instruct them on how to access the dashboard. Click here to view our example email templates.