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.
In this article:
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.
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.
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 |
| 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. |
| Group Analysts | This role provides student progress reporting capabilities for Groups to specific team members or 3rd parties you are working with. |
| Quiz & Survey Export | Export results from Quizzes and Surveys in your courses to gain insights into student learning and qualitative feedback. |
| Revenue Partners | Share a percentage of sales made on your courses, communities and bundles. Track the commission owed to your co-instructors and course contributors. |
Additional Resources
- Check out The Movin' On Up Migration Workbook to help you migrate from other platforms.
- Check out the Thinkific Blog which covers a range of best practice ideas from marketing to sales and content creation.
- Stop by our Thinkific Training Center to learn the basics of the platform and keep you on track.