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Creating New Accounts

Updated over a year ago

Creating Accounts

Accounts must be created for each role type, and each role type goes through a slightly different creation process for that account to be created. Manage People and Add Accounts for New Contacts discusses how to do this one person at a time. But, using the Import feature, accounts can be created quickly in bulk for each account type.

Importing Records

The first step to creating any account type in bulk is importing records. Another article that discusses this is Import Staff for Directory only, which does not discuss creating accounts but discusses the rest of the import process. For a quick recap, see below:

First, from the Home screen navigate to Import People. You can do this by clicking on the People tile then Import, or by clicking Import in the left-hand menu.

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Next click the Import People tile.

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Next a screen will appear with instructions. Read these instructions carefully, as they tell you what is needed for the import. There are only 4 required items to create any account: First name, Last name, Email and Identity. All other fields listed are optional, but can help when identifying individuals within the app or assigning role permissions.

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Identity is related to what the individual's relation is to the specific app for which their account is being created. So, for example, an Administrator in the app may not be the Administrators in the school. Likewise, all Administrators in the school may not be given the Administrator role in the app.

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Click to download the attached Excel spreadsheet which has the fields properly pre-filled. Once data has been input into the document, save and attach the spreadsheet into the import engine.

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Once a spreadsheet has been attached, it will let you know if all records are valid, as well as what file is currently attached. From here, you can create App and Dashboard users.

Creating App Users

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In order to create app users on this screen, you would check Create App Users in the checkbox. Then you would choose the site and the role type. You can only create one role type at a specific site at a time, so if you wanted to add staff and students to Bulldog Middle School here, you would have run this with just students, and then create accounts in bulk a different way.

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You would also click Create Dashboard Users to create administrators or teachers at this time. Again, you can only do this with one user type at a time.

Creating Accounts from Existing Records

You can also create accounts from existing records, which is helpful if you do not want to do multiple imports as described above, or input records without creating accounts initially. To do this, click People then Create Accounts from the Home screen, or click Create Accounts in the left-hand menu.

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Here you can create accounts one at a time, but you can also create accounts for those who have records in the app already. Using filters to find specific groups of individuals, one can create accounts quickly and in bulk.

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Filter using the site, identity type (staff will open up Administrator, Teacher, etc). and more. Then, you can choose anyone with that identity in bulk and create an account on the next screen.

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