How to Get Started With Your Enterprise Account

Welcome to ChessKid Enterprise! To start your Enterprise Account please follow these steps:

• Step 1. Set up your Organization
• Step 2. Set up your Groups
• Step 3. Add Adults to your Organization
• Step 4. Add Kids to your Organization
• Step 5. Set up your Billing Information

 

Step 1. Set up your Organization

Go to the ‘Manage’ tab and click the ‘Groups’ option:

Click ‘Start a New Organization.’

The 'Organization' is the billing entity for your scholastic program and since you created it, you'll be the 'owner.' 

As you can see, all Organizations are eligible for a free Gold trial! We call them Gold seats.

To start, enter your Organization Name and the number of seats. The number of seats refers to the number of Gold Memberships you would like to receive.

Select the ‘Free Trial’ option and click the ‘Start Free Trial’ button:

Awesome! Now your Organization has been created. In the next page you can add additional information such as your location and a description of your program.

Step 2. Set up your Groups

Organizations are made up of 'Groups.' Groups are where the Kids and other Teacher/Coaches who work with your Organization are added and managed.

Your Organization must have at least one Group. You can have just one Group (for a single club) or create multiple Groups and SubGroups (for Districts, Schools or Classrooms). Click the ‘Groups’ tab to get started!

 

Click 'Create' and add your Group’s name and the number of Gold Seats that you would like to assign to this Group (out of all of the Golds you have in your Organization).

 

Fantastic! You now have your first Group!

 

You can add as many Groups and SubGroups as you need. Additionally, you can always move Gold seats around between your Groups.

For example, in my Diana’s Academy Organization I have 50 Gold seats and I have them distributed between my first 4 Groups:

 

Step 3. Add Adults to your Organization

You have the ability to add other Adults to help you manage Groups & SubGroups - or even your entire Organization. **Note that Adults added to your Groups are considered Guardians of the Kids. These should be trusted adults who work at your scholastic program or school.

1) Invite an Adult to manage your entire Organization

When you invite an adult to the top-level of your Organization, they can access ALL of the Groups & Kids underneath it.

Go to your Organization, click the ‘Adults’ tab and enter the email address of the Adult you would like to invite.

When you invite an adult, you have the opportunity to choose the role of this person. Enterprise Accounts have 3 different roles:

• Coaches/Teachers have Guardian permissions over all Kids within their Group, which allows them to add/remove Kids in the Group, assign Golds, edit Kid account information, view their report cards, post Group announcements, etc. They have the same access that an adult Guardian has.
• Directors, in addition to all of the above permissions, can also: 1) create Groups & SubGroups, and 2) invite other Adults.
• Owners of an organization have full control over it. In addition to the above permissions, they can access the 'Billing' tab, manage the subscription, edit billing information, and purchase seats. They can assign any role to other adult members.

Now the invite has been sent! You can notify this person to accept the invitation in order to join your Organization. If the teacher does not already have a ChessKid account, they'll be invited to create a new account. If they are already on ChessKid, they'll receive an invitation in their ChessKid inbox.

 

• Invite an Adult to manage a specific Group

To invite an Adult to an specific Group you can either go to your Organization, click on the Adults tab and follow same steps as before, just make sure to choose the specific Group for this user:

Or you can also go into the specific Group, click on the 'Adults' tab and enter the email address of the Adult you would like to invite.

 

Step 4. Add Kids to your Organization

Now it’s time to add your Kids! Kids are located in Groups or Subgroups (not the main Organization).

 

• Add New Kids to a Group

 To add new kids, go to the Group or Subgroup where you would like to add the Kids. Click on the ‘Add New Kids’ button located on the right side menu.

You'll find a spreadsheet where you can create all your kid accounts at once. Just make sure to fill out at least the password and click on ‘Submit.’

 

• Add Existing Kids to a Group

If you already have Kids linked via Guardianship (these are all of the Kids that you can see in ‘My Kids’ page) you can add these existing kids by going to the Group where you would like to add the kids and click the ‘More Tools’ drop down menu located on the right side. 

Click ‘Add Existing Kids’ to see a list of all your current Kids. Choose 'Select All' or use the individual ‘Add to group’ checkbox, then click the ‘Add' button at the bottom of the page.

If you have other Kids that you would like to add but you are not their Guardian, you can share the Group ‘Registration Key’ and they can easily join by entering the code from their Account.

The Registration Key is a 6-digit code unique to your Group. Find a Group's ‘Registration Key’ on the Group's ‘Info’ tab. 

From a Kid's account, the Registration Key can be added from their Settings page. From a Guardian's account, the Registration Key can be added from the 'Edit Kid' page.

Click the "Do you have a Group Registration Key?" link. This will open a new screen where they can enter the Registration Key and click on ‘Register’ to join.

 

Step 5. Set up your Billing Information

 Note that the Billing tab is only visible to the Organization owners.

You can adjust your subscription from the Billing tab. 

Congratulations! Now you are all set with your Enterprise Account! 

We also have the Enterprise Tutorial Videos with step-by-step instructions on how to use the many features available to you!