An enterprise, in Playground, is a group of 2 or more individual dashboards. Centers that typically require an enterprise setup include:
Multi-location centers
Centers with multiple programs running that cannot commingle accounting
Centers with separate tax IDs
Unique Features for Enterprise Accounts Only
Enterprise-level admins can navigate to multiple dashboards with one login
Settings on the enterprise-level will become the default settings for all
dashboards within the enterprise
For example, Roles will be set on the enterprise-level and then trickle down to individual dashboard roles
Enterprise-level admins can view stats across centers or dashboards. They can also run reports on the entire enterprise or group of centers
Enterprise-level admins cannot clock in and out at this time
Complete the Enterprise Locations and Users spreadsheet
🚨 The Google Sheet is a View-Only document. In the top left, click "File" and then click "Make a copy" to make your own personal copy of the sheet.
HERE is the link to complete your enterprise spreadsheet.
On the first tab, titled "Company Information", enter the overarching business information.
On the second tab, titled "Locations", you'll list each of your sites as a separate row. Every field is required in order to add a location to Playground.
On the third tab, titled "Enterprise users", you will list all enterprise-level admin that should be added to the account. An enterprise-level admin has full account access. This means they can see and click into every location. This level of access includes editing general settings for all sites and viewing payment information.
💡 Once completed, let your Onboarding team know so they can begin creating your Playground dashboard. You can expect to receive an invitation to create your enterprise user account via email.
Configure Settings for All Sites
Once invited to your enterprise dashboard, navigate to the Settings tab. Go through the settings that you'd like to apply to all sites.
Add Center Level Staff
💡 A center-level admin is a user that has access to a single site, as opposed to an enterprise-level admin that has access to all sites.
Under the enterprise-level settings, navigate to the Roles tab to add and configure user permissions across all sites. By default, you will already have enterprise-admin, administrator, and teacher roles created.
Once the users and permissions are configured, add the Administrators to their respective locations.
Either you or the site-specific Admins can add the remainder of their staff members to the site
Have every teacher watch the Staff Training video to make sure they are prepared to use the app.
🚨 All staff are sent an invitation to Playground immediately via email. Please have the staff check their Spam folder if they do not see the invite in their Inbox.
Add Enterprise level Staff
You can add enterprise-level staff from the Staff tab on your enterprise dashboard.
Go to the Staff tab in the left menu.
Select the Add user button in the top right corner.
In the window that opens, enter the staff member’s name and email and choose their role from the dropdown menu.
Click Save to add the staff.
💡 Once a staff member has been added as enterprise staff, their email address cannot be edited. If the staff member needs to use a different email, go to the Staff tab on the enterprise dashboard, click the three dots next to their name, and select Delete. After that, re-add them with the new email address and send a new signup link.
Set-up Billing
All sites use one bank account
Sign up for Billing on one location
Let your Onboarding team know once completed so they can copy this information to all sites.
All sites have a unique bank account
Sign up for Billing on every location so you can enter that specific location's unique bank information
Once signed up, you can begin entering Enterprise-level billable items.
Paperwork
If there is paperwork that you would like to pre-load to every center's account, you'll create Enterprise-level paperwork. Once added, the paperwork can be assigned to groups of specific sites or all sites.
Add Additional Sites
Click "Add center" in the top right corner of your screen
The Add Center window will appear. You'll have two options to choose from:
Select a school to copy from: this option allows you to copy many fields from another existing location so that you do not have to recreate this site from scratch if it shares similar qualities to an existing site
Items that can be copied over are included in the screenshot below:
Start from scratch: this option just requires your name, the new site's name, and state to add the center to your dashboard. It will create a brand new blank dashboard
Enter the required information from either of the above options and click "Done" when completed
The new location will be appear on your Enterprise dashboard so you can manage all locations from one place
Switch From a Single-site Admin to a Multi-site Admin
If a one-site admin has acquired additional locations and would like one login account to view all sites, they will need to transition to an enterprise-level admin.
The single-site admin account can be kept or deleted when moving to an enterprise-level account. Most admins choose to delete the old center-level account if they no longer need location-level access, since it keeps things cleaner. But it is a requirement is that the enterprise-level accounts must use an email address that is not being used on the Playground platform.
🚨 Please note the changes that will occur with the switch from center admin to multi-site admin:
The admin will need to create a new enterprise-level admin account
This can only be done once the email they want to use for the enterprise account is not tied to any other Playground profile. They can either delete their old center-level admin account or change the email on that account to free it up.
The enterprise level admin will need to create new chats
All existing chats and group chats will not be migrated
Enterprise level admins lose the ability to clock in or out
Once the single-site admin account is deleted, all previous clock-ins and outs will be deleted for the admin. Please be sure to download this data if it is needed in the future
Enterprise staff can only switch between centers, not accounts (ie. switch to a teacher or parent view)