People profiles can be created in two ways - through data sync and by manually entering the data. This article is specifically covering the manual input aspect of profile creation.
*If you would like to make updates via a data sync please reach out to our Tech Support team for assistance.
Step 1: Click People on the Home screen and then Manage People, or click Manage People in the left hand menu.
Step 1: Click New Person at the top right of the Manage People page.
Step 2: Add the Primary Details - we recommend you add at least the following information:
First Name
Last Name
Phone Number
Step 3: Click Account to create the account - this can be a Dashboard and/or app account
If a Teacher or Administrator Dashboard account is needed be sure to complete Dashboard - Account Types and Dashboard - Managed Sites
Step 4: Add an Identity - Staff, Parent, Student
Step 5: Add Relationships as needed
Click Ok to save the user account