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WBL Administrators: How to Create Businesses in C2B

Work-based learning administrators are able to bulk upload or individually create businesses in C2B.

Updated over 6 months ago

How to Create a Business for C2B

Businesses can be created by a Work-Based Learning Advisor to associate opportunities to for students.

  1. On the left-hand menu, navigate to Manage Work Based Learning Tools

  2. Select Businesses

  3. Select Create a New Business

  4. Complete required fields: Business Details

    1. Business Name

    2. Industry

    3. Number of Employees (Optional)

    4. Website (Optional)

    5. Upload a Logo (Optional)

    6. Business Description

    7. What Work-based opportunities can your business provide? (Optional)

  5. Complete required fields: Business Address

    1. Address (Optional)

    2. Address 2 (Optional)

    3. City (Optional)

    4. State

    5. Zip (Optional)

  6. Complete required fields: Primary Contact

    1. First Name (Optional)

    2. Last Name (Optional)

    3. Phone (Optional)

    4. Email (Optional)

  7. Select Create Business Profile


How to Bulk Upload Businesses to C2B

To bulk upload businesses to Connect 2 Business, please follow the instructions below and use the provided CSV template within the platform.

Important Note: This feature allows for a max of 50 businesses to be uploaded at a time. Please use multiple uploads if you are needing to upload a number greater than 50.

  1. On the left-hand menu, navigate to Manage Work Based Learning Tools

  2. Select Businesses

  3. Click the Upload Multiple Businesses button.

  4. Download the CSV template by clicking Download CSV template

  5. Fill out the CSV template (MAX 50 Businesses)

    1. Business Name - 50 characters max.

    2. Business Description - 1000 characters max.

    3. Address - 100 characters max.

    4. Address 2 (optional) - 100 characters max.

    5. City - 100 letters max.

    6. State - Capitalized State Abbreviation (Ex: Iowa = IA)

    7. Zip Code - 5 Numbers

    8. Website - 100 characters max.

  6. Upload the CSV template by dragging it into the active module or clicking Upload Your CSV file

  7. Proceed to finalize your upload by clicking the Upload Businesses button.

  8. Next, you will be able to preview the table format showing the information entered in your CSV file.

  9. If all of the information looks correct, click Continue.

  10. If there are any bulk edits to be applied, you will be able to do so on the next screen, Bulk Edit Business Information.

  11. When you are happy with all of the information entered, proceed to click Submit to finalize the CSV upload.

  12. Once you have selected the Submit button, you will be taken back to the Manage Businesses table and receive a Success notification, allowing you to see all businesses being shown.

    1. Note: All businesses bulk uploaded are automatically marked as Approved.


How to Invite a Business User

After a business has been created, an administrator can invite a business user to be associated with the business profile. This business user can then create opportunities through the business user C2B portal.

  1. Navigate to the left-hand menu and select Manage Work-Based Learning Tools.

  2. Select Businesses.

  3. Search for the business using the magnifying glass

  4. Select the name of the business to open the profile

  5. Select Invite User in the top right hand corner

  6. Enter the required information

    1. First Name

    2. Last Name

    3. Email

    4. Phone

  7. Select Invite User

  8. An email will be sent to the business user to finish setting up their account

Important Note: The account setup link in the email expires after 24 hours. If it has been more than 24 hours, instruct the business user to use the Forgot Password function on the business portal of Kuder C2B.


How to Remove a Business User

A business user's access to a business profile can be removed at any time.

  1. Navigate to the left-hand menu and select Manage Work-Based Learning Tools

  2. Select Businesses

  3. Select Business Users

  4. Search by Business, First Name, Last Name or Email Address for the user

  5. Select the the red 'X' in the last column of the user record's row

  6. Select Yes to confirm removal


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