Educate Your Team About Thinkific

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You've put hours into getting your site to look fantastic, and built out a variety of diverse learning products; now it's time to include your team. You may be familiar with how Thinkific functions, but this article will help you identify how you can introduce your team to Thinkific.

Roles and Permissions

Before going too far in to the technical parts of Thinkific, it's helpful to understand that there are different permission levels which vary across Thinkific plans. These permission levels will restrict how much of the platform your team can view and change - you will want to assign your team members roles that have permission levels aligned with the level of control they will need for their day to day jobs.

Note

To get a better oversight on account roles, check out our article Site Owner and User Roles.

Platform Overview

Check out Getting Started with Thinkific for a great overview of the platform, including a quick demo video. Even if you are using external landing pages, or have a customized theme, it's helpful for your team to understand what is available out of the box, and give context to how you've built your site.

After learning about the creator side of the platform, it's also a good idea to learn a bit about the experience you provide to your students.

Note

To learn more about how Thinkific works for your learners, take a look at The Thinkific Student Experience.

Admin Dashboard

Team members that are assigned Admin permissions (outlined in the first section) will need to have a basic understanding of the Admin Dashboard, as well as the general navigation and tools that are available on Thinkific.

Here are a few articles that will help your team become more familiar with the navigation and tools:

Creating Content

Products on your site will range from courses to communities to bundles, and your team may need to know how to create and edit these products. Here are a few articles to help them:

Troubleshooting

As you launch, students may reach out to you with questions or issues they are having. Below, we've listed a few troubleshooting guides that will help your team assist students:

Reporting

Your team may also be able to export reports, depending on their user role/permission level. Here is a breakdown of the different reports that are available on the Thinkific platform:

Report Type

Description

User Table: Users Report and Filters

Filter and run reports for students in specific courses or Groups, view student progress, and more.

Orders Report

Track revenue for your site and view purchase history.

Progress Reports

Gain insights into student activity in your courses, and measure completion rates.

Video Engagement Report

Video Engagement Reporting can help you gain valuable insights into how your students are interacting with videos throughout your courses.

Quiz & Survey Export

Export results from Quizzes and Surveys in your courses to gain insights into student learning and qualitative feedback.

Thinkific Analytics

This feature allows you to view key business metrics such as visitors and conversions, enrollment numbers, completion rates, and revenue, all presented in easy-to-use charts with clear navigation.

Additional Resources

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