AI Implementation Showcase

Admin workspace

Settings

Platform-wide switches for operational workflows.

Morgan Reed

admin@showcase.example

Jobs Automation

Control company job dispatch

Manual mode keeps the current admin review step. Automatic mode publishes paid jobs straight to eligible students and sends invitations without waiting for admin approval.

Portal onboarding

Control student and company invite emails

These templates are used when an admin sends a portal invite from a student or company profile. Placeholder emails stay blocked, so only real recipients can be onboarded.

{first_name}{last_name}{full_name}{company_name}{email}{invite_link}{login_url}

Student invite

Used for learner portal onboarding after you add a real email address.

Company invite

Used for company contact portal onboarding and handover to the company workspace.

Booking copy

Control the public request wording

Update the public request journey without another code pass. These fields feed the single-course request page and the grouped basket request flow.

How this is used

These copy fields feed the public request pages, the learner/company wording, and the request flow messaging without changing code again.

Bank transfer details

Control the payment details shown after invoicing

These details appear once a learner or company is moved onto bank transfer, and they are also used in the payment reminder banner across student and company dashboard pages until the payer says they have sent the transfer.

Where this shows up

Learners and companies see this once bank transfer has been assigned, then again in a persistent dashboard payment prompt until they click I have paid.

Shared QuickBooks Online

Connect the shared accounting workspace

Link one shared QuickBooks Online company so admins can see finance snapshots, manage invoices, and follow up on customer balances from inside the app.

Save the client ID and secret first to unlock QuickBooks connection

After saving the QuickBooks app credentials, use the connect button here to link the shared company.

Connection status

Status

Not connected

Environment

Sandbox

Company

Not connected

Realm ID

Not connected

Connected account

Not connected

Accounting page

Open accounting workspace

Shared Google Calendar

Connect the office calendar

Link one shared Google Workspace calendar so admins can view upcoming events, add new items, and manage updates from one clean workspace page.

Connection status

Status

Not connected

Selected calendar

primary

Time zone

Not set

Calendar page

Open shared calendar

Available calendars

Choose the shared calendar

AI Implementation Showcase Courses

c_1d67d6ecae7a9a449d29aeb9a56cefc3f5b61edecb4d10761e614d41c7184efe@group.calendar.google.com • Europe/London

Shared Google Drive

Connect the office file workspace

Link one shared Google Workspace Drive so admins can browse folders, upload files, create new folders, and download documents without leaving the admin app.

Connection status

Status

Not connected

Workspace root

Workspace root

Connected account

Not connected

Drive page

Open shared Drive

Current workspace folder

Showcase resource library

Root: Showcase resource library

Shared Google Tasks

Connect the office task workspace

Link one shared Google Workspace Tasks account so admins can manage central office task lists, keep follow-up inside the app, and pair tasks cleanly with CRM records.

Connection status

Status

Not connected

Default list

My Tasks

Connected account

Not connected

Tasks page

Open shared Tasks

Available task lists

Choose the default list

Course operations

demo-tasks-operations - Updated 15 Jul 2026, 08:30

Client onboarding

demo-tasks-sales - Updated 14 Jul 2026, 15:45