Overview
Group Orders make it easy for organizations to purchase and manage continuing education (CE) courses for multiple participants at once. This article explains what Group Orders are, who they’re for, how they work, and what both buyers and students can expect.
What Are Group Orders?
Group Orders allow organizations to purchase CE courses in bulk for multiple learners
Using the built-in Group Orders checkout and Seat Manager Dashboard, you can:
Assign courses to participants
Track enrollment and seat usage
Streamline CE enrollment for your entire team
Who Are Group Orders For?
Group Orders are designed for:
Individuals or administrators enrolling multiple learners from the same company
Teams, firms, or organizations managing CE requirements at scale
Important:
The purchaser is automatically assigned the Seat Manager role
Seat Managers gain access to the Seat Manager Dashboard, a central hub for managing seats and learners
How Do Group Orders Work?
After completing a Group Order purchase:
You will receive a confirmation email with your order details
The email includes a sign-up (invitation) link
Learners must use this link to:
Create an Adviser CE account (if they do not already have one)
Access the course(s) assigned to them
Note for Buyers:
Buyers are not automatically enrolled in any courses
If you wish to take the course yourself, you must use the same sign-up link to claim a seat
Buyer Experience
Purchasing a Group Order
To complete a Group Order purchase:
Select the course(s) you wish to purchase
Enter the quantity of seats needed
Complete the checkout form
After checkout:
You will have the option to enroll yourself
If you want to participate, select Yes and click Next
After Purchase: What You Can Do
Once your purchase is complete, you will be directed to a purchase closeout page where you can:
View your order receipt
Share seats by copying the sign-up link
Track how many seats have been claimed
Access your Admin (Seat Manager) Dashboard
Seat Manager Role & Dashboard
As the buyer, you automatically become the Seat Manager. This role allows you to:
View:
Seats purchased
Seats claimed
Seats remaining
Purchase additional seats at any time
Generate and share sign-up links with participants
View student enrollment details
Manage seats, including enrolling or removing participants
All of this is managed through the Seat Manager Dashboard.
Seat Manager Notifications
Seat Managers will receive:
A purchase receipt showing:
The quantity of seats purchased
A link to the Admin Dashboard
An email notification when the first student enrolls using the sign-up link
This notification is sent for the first claimed seat only
Student Experience
To claim a seat, students:
Click the sign-up link provided by their Seat Manager
Create or log in to their Adviser CE account
Complete the $0 checkout process (the seat is pre-paid)
After enrolling, students will:
See a confirmation of enrollment
Receive a $0 order receipt (indicating no additional charge)
Gain immediate access to their assigned course(s)
Need Help?
If you encounter any issues with Group Orders, seat assignments, or enrollments, please contact Adviser CE Support at [email protected] for assistance.