Teams: How to Manage Users, Settings, and Bulk Actions

Teams are the core organizational unit in your B2B Dashboard. Users belong to teams, and teams are associated with enrollments, seats, groups, and reporting. Managing teams effectively is essential for organizing your user base and controlling access to learning content.

Accessing Teams

From the main navigation, click Teams to view all teams you have access to. Team administrators and managers can view team details, manage members, and configure team settings.

Team List View

The Teams page shows a list of teams with the following information:

• Team Name — The team's display name
• Description — Team description
• Member Count — Number of users in the team
• Created At — When the team was created

Click a team name to open the team detail view.

Team Detail View

Users Tab

Displays a searchable, filterable table of all users in the team:

Columns:

• Name — User's full name
• Email — User's email address
• Created At — When the user joined the team
• Last Activity — When the user was last active

Sorting: Click any column header to sort by that field. Click again to toggle ascending/descending.

Filtering:

• By Tags — Filter users by assigned tags
• By Group — Filter users by Thinkific group membership

Bulk Actions: Select multiple users using the checkboxes to perform bulk operations:

• Add Enrollment — Enroll selected users in a course or product
• Add Tag — Apply a tag to all selected users
• Add Group — Add selected users to a Thinkific group
• Remove from Team — Remove selected users from the team

Adding a User: Click the Add User button to open the add user drawer. Enter the user's name, email, and optionally assign a role. The user is added to the team immediately.

Export: Click the Export button to download the user list as a CSV file.

Links Tab

Shows short links associated with the team. Links can be created and managed here for team-specific sharing.

Notifications Tab

Configure notification preferences for the team, including which events trigger notifications and who receives them.

Settings Tab

Team-level settings including:

• Team name and description
• Team deletion options
• Default role assignments for new members

Upload Users Tab

Provides CSV upload functionality for adding multiple users to the team at once. The upload processes the CSV and creates user accounts if they don't already exist.

Creating a New Team

1. Click the Create Team button
2. Enter the team name and optional description
3. Optionally, add initial members
4. Click Save