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B2B Bulk Distribution (Organizations)

Learn about setting up organizations and using the bulk distribution feature.

Early access feature: Bulk distribution (or the Organizations experience) is currently under construction and has been released with limited functionality to a small group of school owner Early Access testers.

Currently testing this feature? Provide feedback to help shape the future of B2B bulk distribution at Teachable!

Overview

Bulk distribution, or the Organizations experience, gives schools a way to deliver bulk content or licenses to companies and other groups without the manual workarounds. By setting up an organization, school owners can assign multiple product seats to a single group, set seat limits, enroll a client's students to fill those seats, and then monitor course progress across that group of students.

The Organization admin role enables school owners to grant their clients limited access to the Organizations experience. When logged into the Teachable platform, Organization admins can independently assign their students to available product seats and monitor their course progress.



Setting up an organization

For each group you wish to distribute product access to, you will first need to set up an organization.

To set up an organization:

1. From your admin area, click the “Users” navigation item in the side nav. Then click “Organizations” in the secondary side nav. You are now in the Organizations product area. (Note: you will only see this option if you are an approved Early Access or Beta user.)


2. Click the “Create organization” button in the top right corner. A modal will appear with an “Organization name” text field.

3. Enter the name of the group you wish to distribute content to (in this example, “Sterling Industries LLC”.) The organization name must be between 2-50 characters long.

4. Click the “Create organization” button.

5. You will now see the newly added organization appear in the organizations table. Any future organizations you create will also appear in this table. From the organizations table you can:

  • Access each organization space

  • Edit the name of each organization

  • Delete each organization

  • Download and refresh the table data

Note: Members of our "Early Access" group will be able to create up to 3 organizations during this trial time period. If you'd like to purchase indefinite access to unlimited organizations, please contact our sales team.


Editing an organization name

To edit the name of an organization:

  1. Click the Pencil icon on the right side of Organization table row you wish to edit. A modal will appear with an “Organization name” text field.

  2. Enter the updated name. The organization name must be between 2-50 characters long.

  3. Click the “Save changes” button.

Deleting an organization

To delete an organization:

  1. Click the trash can icon on the right side of Organization table row you wish to delete. A modal will appear.

  2. Click the “Delete organization” button.

  3. The organization will now be removed from the organizations table.

Note: Deleting an organization will unenroll any students added to organization product seats and the students will lose access to the products, however they will continue to be students in your school. To manage these students after deleting an organization, use the Students page.

Viewing and managing an organization

To view each group's organization space:

  1. Click the name of the organization you would like to manage (in this example, “Sterling Industries LLC”.) You have now landed in that group's Organization space.

  2. Find the tabs section below the organization name (you are currently on the default "Products" tab.) You will use these tabs to navigate between the four core sections within each organization space:

    • Products: This is where you will set which products an organization has access to and define the seat limits per product.

    • Enrollments: This is where you will assign students to product seats by enrolling them into courses or bundles.

    • Reports: This is where you will assess student progress for a specific organization by viewing reporting including student leaderboards, lesson completion, quiz scores, and open-ended assessment responses.

    • Admins: This is where you can view any organization admins currently assigned to the organization (assigning them will happen on the "Add admins" page.)


Setting up product access for an organization

To set up product access:

  1. From the “Products” tab (the default tab) in the organization space, click the “Add product” button in the top right corner. A modal will appear with three fields.

  2. Select a product type (course or bundle) and then select the product you wish to set up access to. Note: Only published products can be added.

  3. Finally, define the number of product seats you would like to assign to this organization.

  4. Set the product access duration for the product. You can choose between a set expiration date or a rolling duration from the date of the student's enrollment.

  5. Click the “Add product” button.

  6. You will now see this product in the Products table. Any future product access you set up for this organization will also appear in this table. From the products table you can:

    • View the number of product seats used

    • Edit the number of product seats assigned to an organization

    • Remove product access from the organization

    • Download and refresh the Products table data

Note: The beta experience currently supports course and bundle products. Provide feedback to share interest in support for additional product types like memberships, downloads, or coaching products.

Editing the number of seats

To edit the number of product seats assigned to an organization:

  1. Click the Pencil icon on the right side of Products table row you wish to edit. A modal will appear.

  2. Enter the updated number of seats. Note: You cannot reduce the number of seats below the number currently filled by enrolled students.

  3. Click the "Save changes" button. The updated seat number will be reflected in the products table.

Editing product access duration limits for a product

To edit the product access duration limit of a product in organization:

  1. Click on the "edit" pencil icon next to the relevant product's name in the Products tab.

  2. Change the product access duration limit as desired, eg shortening or extending the expiration date.

Note: While updates to product access duration limits will be reflected on your owner dashboard immediately, it may take a few hours for your students' actual access to update.

Removing product access from an organization

To remove product access from an organization:

  1. Click the trash can icon on the right side of Products table row you wish to remove. A modal will appear.

  2. Click the “Remove product” button.

  3. The product will now be removed from the products table.

Note: Removing a product from an organization will unenroll any students assigned to those product seats and the students will lose access to the products, however they will continue to be students in your school. To manage these students after deleting an organization, use the Students page.


Assigning students to product seats

To assign students to product seats, you must enroll them into one of the products previously added to this Organization’s Products table through the Enrollments tab.

To assign students to product seats:

  1. First navigate to the Enrollments tab. You can get there by clicking “Enrollments” in the tab section below the page header, or by clicking the “Manage enrollments” shortcut in one of the product table rows.

  2. From the Enrollments tab, click the “Enroll students” button to the right of the product field. A modal will appear. First, select the course or bundle product that you would like to assign students to. Note: Only the published products you have added to this organization’s Products table will appear in the dropdown list.

  3. There are two ways you can assign students to product seats from this modal:

    1. “Add manually” (default tab): For smaller groups, you can enroll up to 5 students at a time by manually entering their names and emails into the form fields. You can also choose to set a password for each student if desired. Passwords must be at least 6 characters.

    2. Import CSV” (2nd tab): For larger groups, you can upload a CSV file formatted by student name, student email address, and (if desired) a password.

  4. After filling in the form fields or uploading a CSV file, click the checkbox to confirm that you are legally authorized to add these students.

  5. Click the “Enroll students” button. You will see a message indicating that the students have been enrolled successfully, but they will not appear in the table until it is refreshed. Refresh the table using the circular arrow icon in the bottom right corner of the table or empty state. (Note: For larger CSV imports it may take several minutes for all students to appear in the table and may require multiple refreshes to see the full student count.)

  6. After refreshing, you will now see the students added in the Enrollments table. Any future students you assign to seats for this product will also appear in this table. From the enrollments table you can also:

    • View all students enrolled in organization product seats. You can navigate between products by using the "Product" dropdown above the table.

    • Remove students from product seats (individually or in bulk through Bulk Actions)

    • Add existing organization students to a different product in bulk (Bulk Actions)

    • Download and refresh the table data

Note: Currently, enrollment emails are sent only to new students who have not yet enrolled in any course in your school. If you enroll an existing student into a course, they can automatically view and access that course from their student dashboard.

7. If you see a banner stating "Access to this product has expired," and you want to enroll more students into that product, you may need to either (1) open up more available seats in the product and/or (2) extend the product access duration limit for the product. You can do so by following the steps listed above.

8. Once the students are assigned product seats in an organization, you will be able to see which organization they are associated with via their Students > Information page.

Adding pre-existing students into organization product seats

The Enrollments features, both manual and CSV, allow you to add pre-existing students from your school into a new organization without affecting their current enrollment status or student experience. There are two ways to do this:

Option 1: Bulk enroll students from the Students page (recommended for courses)

The easiest way to migrate existing students into a newly set up organization course seat is from our Students page.

Note: This option exists for courses right now, and we are working to support this functionality for organization bundles in the near future.

  1. Navigate to Users > Students page.

  2. Bulk select the students you want to enroll into an organization course, then click Bulk Actions, and "Enroll in an organization course seats."

  3. You will then be prompted to select the organization and course you would like to enroll the students into. (You must have enough available seats in that organization course to enroll all the selected students into, to complete the action.)

  4. You will be prompted if some of the students you are enrolling into an organization seat are already enrolled in that product outside of an organization, and you will have the choice to remove those pre-existing enrollments, or maintain them.

  5. After enrollment, the students' current course progress will remain unchanged, and no new enrollment emails will be sent.

Note: If you choose not to remove the pre-existing enrollments, that means that even after the student loses access to the product via the organization, they may continue to have access to the product via their pre-existing non-org enrollment.

Option 2: Upload a CSV of existing students via the Organizations > Enrollments page (recommended for bundles)

  1. Go to the Organizations > Enrollments page and upload a CSV file containing the names and emails of the students you wish to add, or manually enter their details as previously outlined.

    • To create your CSV, you can export relevant student names from the Users > Students page and reformat it to match the required columns in the Organizations > Enrollments > CSV upload section.

  2. Enroll the students into the organization from the Organizations > Enrollments page.

As long as the email addresses match those already in the system, their existing student records will be pulled into the organization without any duplicate student records. The students' current course progress and product access will remain unchanged, and no new enrollment emails will be sent.

Note: For now, students already enrolled in a product before being assigned an organization product seat for that same product will keep their existing access even after their organization access expires.

This means that if a student's access to a product is subject to 2 different product access duration limits (one inside an organization, and one pre-existing from outside an organization), the farther out of the 2 limits will be the student's actual access limit.

Removing students from product seats

To remove an individual student from a product seat:

  1. First navigate to the Enrollments tab. From there, find the table row containing the student you with to unenroll and click the trash can icon.

  2. You will see a modal confirming the product you wish to unenroll them from. Click Remove from product seat.

Note: Removing students from a product seat in an organization will free up the product seat allocation. As far as product access removal, pre-existing students will not lose product access - if you'd like to remove it, do so from the Students page.

Newly added, organization-only students will lose product access.

Bulk actions: enroll or unenroll multiple students into new products at once via Organizations Enrollments

To add or remove multiple students from a product seat at once:

  1. First navigate to the Organizations > Enrollments tab. From there, check off all the students you wish to perform the bulk action on.

  2. Navigate to the right of the Enrollments table and click on the dropdown "Bulk actions."

  3. Select whether you want to Enroll in product or Remove from product (unenroll.)

  4. You will see a modal confirming the product you wish to unenroll them from. Click Remove from product seat.

Note: Removing students from a product seat in an organization will free up the product seat allocation. As far as product access removal, pre-existing students will not lose product access - if you'd like to remove it, do so from the Students page.

Newly added, organization-only students will lose product access.

Additionally, if you attempt to enroll a student who is already enrolled in the product, or unenroll a student who is not enrolled in a product from the All Products dropdown view, those students will be ignored by the bulk action.


Viewing reports

The reports table will show reporting data related only to students assigned to product seats within this organization.

NOTE: To accommodate processing time, reports data tables do not display real-time data. Instead, reports data syncs within 24 hours of student enrollments and lesson activity. This means that when you first set up a new organization, product access, or enroll students, expect to wait up to 24 hours before being able to view updated reports.

To view reports:

  1. First navigate to the Reports tab. You can get there by clicking “Reports” in the tab section below the page header, or by clicking the “View Reports” shortcut in one of the product table rows.

  2. Select the product you wish to view reports for in the “Product dropdown.” Then select the type of report you wish to review (“Leaderboard”, “Lesson Completion”, “Quiz scores”, or “Open-ended question responses.”) The table will populate below.

  3. If you have selected a bundle product, be sure to select the course inside the bundle that you would like to view reports data for.

  4. For more comprehensive data, you can export a CSV file of the data shown in the table by clicking the “Export CSV” button. Note: for very large data sets, it may take up to a couple minutes to complete the download.

NOTE: We have made some improvements to this dataset so you may notice slight differences from the data you see in your existing Course Reports experience for those same students. If there are errors or improvements you wish to submit, share feedback here.


About the Organization admin role

The Organization admin admin role type allows school owners to grant their external clients limited access to the Teachable platform. Organization admins have limited access permissions focused on managing enrollments and viewing reports only for their own assigned organizations. They see only a restricted view of the "Organizations" section when logged in.

For each organization they are assigned to, an organization admin can do the following:

  • View their organization name and creation date

  • View a list of the products added to their organization

  • View the number of product seats used and available

  • Enroll learners into open product seats (manually or via CSV upload)

  • View course reports filtered to their organization

Organization admins cannot create or delete organizations, add or remove products from organizations, or remove students from product seats.

Note: Organization admins count towards the total number of admin-level users in your school. The number of available admin user roles is determined by your school's Teachable Plan. Beyond the specified plan limit, you are able to purchase additional "add-on" admin seats for an additional $20/month for Monthly cadence school plans, or $240 for Annual cadence school plans. Learn more here.

Assigning an Organization admin

To create a new Organization admin:

  1. First navigate to the Admins page by clicking "Users" then "Admins" in the side nav (Note: this is the core Teachable "Admins" page, not the new "Admins" tab in the "Organizations" experience.)

  2. Click the "Add admin" button in the top right corner. The "Add admin" page will open.

  3. In the "Admin details" section, enter the full name and email address of the admin user you would like to add. You also have the option of setting a password for them (not required.)

  4. Scroll down until you see the "Organization admin" card and click the radio button. Select the organization(s) you would like to assign this admin to from the "Select organization" dropdown field.

  5. Click the "Add new admin" button at the bottom right of the screen.


  6. Next you will be directed back to the "Admins" page, where you will see a table containing all admins added to your school. Refresh the page to see the new Organization admin appear at the bottom of the table.

7. Finally, this new organization admin user will receive an email inviting them to log into your Teachable school. Learn more about their experience in the "The Organization admin user experience" section below.)

Editing Organization admin assignments

To view and edit the organizations assigned to an organization admin:

  1. On the Admins page, click the name of the Organization admin you would like to view. You will land on their "Organization admin" page.


  2. To assign a new organization to this admin: In the "Add organization assignments" section, select the organization(s) you would like to assign this admin to and click the "Assign admin to organization" button. The added organizations should now appear in the "Organization assignments" table above.

  3. To remove an organization assignment: In the "Organization assignments" table, click the "Remove assignment" button in the row you would like to remove. When the modal appears, click "Remove assignment." The organization row will disappear from the table.

Note: All Organization admins must have at least one organization assignment. If you remove the only organization assigned to an Organization admin, it will remove their Organization admin status and they will be reassigned to the "Student" user role.

The Organization admin user experience

When a new Organization admin is added to your school, they will receive an email directing them to log in to the Teachable platform. After logging in with their email address and the one-time password sent to their inbox, they will see a restricted view of the "Organizations" section, including the following pages and tabs:

Organizations:

Organization admins can:

  • View the organization name link (clicking this takes them into the "Organization space"

  • View the number of products added

  • View the date added

Organization admins cannot:

  • Create a new organization

    Edit an organization

  • Delete an organization.

Products:

Organization admins can:

  • View the products added to an organization

  • View the number of product seats filled and available

Organization admins cannot:

  • Add product access to an organization

  • Remove product access from an organization

  • Edit the number of seats allocated to each product

Enrollments

Organization admins can:

  • View the students enrolled in each product

  • Enroll students into available product seats (manually or by CSV)

Organization admins cannot:

  • Remove students from product seats

  • Click through to view a student's user page

Reports

Organization admins can:

  • View organization-specific Leaderboard, Lesson Completion, Quiz, and Open-Ended Response reports.

  • Download report CSVs

Note: There is no difference between the School owner and Organization Admin reports tab

Admins

Organization admins can:

  • View the Organization admins assigned to this organization

Organization admins cannot:

  • Manage Organization admin permissions.


Feature Access & Limits FAQs

How long will I have access to these features?

"Early Access" users will have trial access through June 2026. If you are in our "Beta" population or have purchased unlimited access via our sales team, you will have access indefinitely.

Which plan will these features be available on long-term?

We are still finalizing this, but these features will likely be available on higher tier plans once we reach full public launch later this year.

Who can access the Organizations page ?

Currently, only school owners enrolled in the closed beta experience and any Organization admins they assign can access the Organizations page. This feature is currently not available to authors or custom role users.

How many organizations can I create?

If you are a member of our "Early Access" group, you will have the ability to create up to 3 organizations during this trial period, which ends in June 2026. You may have extended access as a member of our "Beta" group or you can purchase unlimited access via our sales team.

I heard I can get an extra admin seat by testing these features. How do I get it?

As a member of our Early Access group, if you enroll at least 5 students in organization product seats by May 7th, you will be granted an extra admin seat to keep!

Can I sell group orders directly through the new Bulk Distribution features?

Not yet. This first version is about content distribution. You’ll still handle sales and invoicing as usual, and use Bulk Distribution to deliver content and manage groups.

What product types can I assign to organizations?

Right now, only courses and bundles. We’ll expand to more product types in the future. Feel free to leave feedback if there are key product types you'd like us to support next.


Student Enrollment FAQs

How can I set up "student subgroups" that have access to different sets of products, e.g., for cohorts or distinct learning programs?

We recommend that you create bundles for each student subgroup you want to manage, with the appropriate product content within each bundle. You can then assign organizations access to the bundles, enroll the appropriate students in each cohort or subgroup into each bundle, and set distinct product access duration limits for each bundle as well.

How do I migrate existing students into a new organization product?

You can include any existing student’s name and email in your student enrollments in an org product and we will automatically merge the student records for you.

Can I enroll students into an unpublished product?

We only allow students to be enrolled into products that are currently published. So if you added a certain product to an organization while it was published, but later unpublish it, you will no longer be able to enroll additional students into that product. However, students will still have access to the content and you will be able to view all reporting around that product.

Why can't I enroll more students into an expired product?

If your product is marked as "expired," that means that all the students enrolled in that product have already reached their product access duration limit. This could mean that (1) the product has passed its expiration date or that (2) all students enrolled have passed their rolling access windows and all seats in the product are filled. To enroll more students in that product, you can extend the expiration date or rolling access window and/or open up more product seats by following the instructions above.

If I've enrolled an existing student into a new organization product, and limit product access duration via that organization, what happens to the student's original enrollment?

For now, students already enrolled in a product before being assigned an organization product seat for that same product will keep their existing access even after their organization access expires. If a student's access to a product is subject to 2 different product access duration limits (one inside an organization, and one outside), the farther out of the 2 limits will be their actual access limit.

However, we will soon be releasing a new feature that will give you the option to remove that pre-existing enrollment when you assign a student into an organization product seat, keeping enrollments clean and streamlined.

I set a password for a student during enrollment but the enrollment isn't working.

Make sure your passwords are at least 6 characters long.


Reporting FAQs

Why isn't my student reporting data up to date?

Our Organizations reporting data is not real time. All data should update within 24 hours at most.

So if you have just set up an organization, added new product access, enrolled new students, or have very recent student activity (such as lesson completions or quiz/open ended responses), you may not see these updates in your Reports immediately. If you see errors or have improvements you would like to request, please submit feedback.

What if my reports data isn't correct?

Please submit feedback describing what you expect to see and what you are actually seeing. Please include screenshots or recordings where possible.

Currently testing this feature? Provide feedback to help shape the future of B2B bulk distribution at Teachable.

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