Multi-Organization Management — B2B Dashboard

Frequently Asked Questions

What are organizations in B2B Dashboard?

Organizations are top-level containers that group related teams together. They're perfect for representing business structures like departments, divisions, or separate client companies. Organizations enable hierarchical management, allowing you to assign training, track progress, and generate reports at the organizational level while maintaining granular control at the team level.

How do organizations differ from teams?

Organizations are higher-level groupings that contain multiple teams. Think of organizations as companies or departments, and teams as specific groups within them (like Sales, Marketing, or specific client groups). Users belong to teams, and teams belong to organizations. This two-tier structure provides both granular team management and high-level organizational oversight.

Can I assign catalog items to entire organizations?

Yes, you can assign catalog items at the organization level, which automatically makes those courses available to all teams within that organization. This is much more efficient than assigning courses team-by-team when an entire organization needs access to the same training content. Organization-level assignments can be combined with team-specific assignments for flexible access control.

How does hierarchical reporting work?

Hierarchical reporting allows you to view training data at multiple levels. You can see individual learner progress, team-level summaries, and organization-wide rollups. This is invaluable for executives who need high-level summaries of training activity across the entire company, while managers can focus on their specific teams.

When should I use organizations vs teams?

Use organizations when you need to represent distinct business units, separate companies, or major departments that operate independently. Use teams for smaller groups within those organizations, such as specific projects, regional offices, or functional groups. Most setups use organizations for clients or major divisions, with teams representing the actual working groups.