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Adding Educators To Your Institution

 

How is the Educators tab (under Roles) different from the Administrators tab (under Personnel)?

The Educators tab allows you to edit or change  Educator roles, while the Administrators tab mainly allows you to assign Administrator roles for your Institution. 

Side notes:

A user can be assigned multiple roles including Administrator and Educator (which include Director, Curriculum Director, Head of Department, Educator and Homeroom educator). 

Depending on the assigned roles, he/she will be allowed access to certain functions but become limited from others. For example:

  • Users assigned the role of an Administrator can access and make changes in the Admin Panel.

  • Users assigned the role of both an Administrator and Educator can access the Admin Panel, as well as the Curriculum Builder and Gradebook pages.

Learn more about the different roles. 

How do I add an Educator?

To add an Educator:

  1. In the Admin Panel, select Educators under Roles on the leftmost column.

  2. Click Create Educator in the top right. 

  3. Fill in the required personal details. Under Educator role at the bottom, toggle on the role(s) you want to assign to the Educator. 

  4. Click Create Educator in the bottom right. 

The Educator’s roles (Director, Curriculum Director, Head of Department, Educator and Homeroom educator) allow the user to access different functions and hold different responsibilities. Learn more about the different roles. 

How do I edit an Educator’s profile?

Educator(s) added previously will be listed in the Educators page. 

To edit an Educator’s profile:

  1. In the Admin Panel, select Educators under Roles on the leftmost column.

  2. Click on the three-dots icon on the right of the Educator’s name. Then, select Edit profile from the drop-down menu.

  3. Make the necessary changes. Then, click Save.

How do I deactivate an Educator’s account?

Note: When an Educator is deactivated, the Lessons and Timetable slots linked to this Educator remains in the system. However, he/she can no longer login and cannot be added into a new Timetable slot. 

Educator(s) added previously will be listed in the Educators page. 

To deactivate an Educator’s account:

  1. In the Admin Panel, select Educators under Roles on the leftmost column.

  2. Click on the three-dots icon on the right of the Educator’s name. Then, select Deactivate from the drop-down menu.

How do I delete an Educator’s account?

Note: Deleting an Educator’s account means removing his/her data from the system. However, the pre-existing Lessons or Timetable slots linked to this particular Educator remain in the system.

Educator(s) added previously will be listed in the Educators page. 

To delete an Educator’s account:

  1. In the Admin Panel, select Educators under Roles on the leftmost column.

  2. Click on the three-dots icon on the right of the Educator’s name. Then, select Edit profile from the drop-down menu.

  3. Click Delete Educator in the bottom left. 

  4. Select Yes to the pop-up: Are you sure you want to delete this educator?

How do I change the role of an Educator?

Educator(s) added previously will be listed in the Educators page. 

To change the role of an Educator:

  1. In the Admin Panel, select Educators under Roles on the leftmost column.

  2. Click on the three-dots icon on the right of the Educator’s name. Then, select Change the role from the drop-down menu.

  3. To add, edit or remove role(s) of an Educator:

Adding a new role

  1. Click Add Educator’s Role next to Educator’s role.

  2. Enter the Institution name. Then, select from the drop-down list. 

  3. Toggle on the role(s) you want to assign to the Educator.

  4. Click Save. 

Editing an existing role

(adding/ removing)

  1. Click on the pencil icon in the top right corner of the box describing the Educator’s role.

  2. Toggle on or off for the role(s) you want to assign or remove. Then, click Save. 


To remove: You can also directly click on the x button next to the assigned role in the box. 

  1. Click Save. 

How do I assign a Course to an Educator?

Educator(s) added previously will be listed in the Educators page. 

To change the role of an Educator:

  1. In the Admin Panel, select Educators under Roles on the leftmost column.

  2. Click on the three-dots icon on the right of the Educator’s name. Then, select Change the role from the drop-down menu.

  3. Click Add Educator’s Role next to Educator’s role.

  4. Enter the Institution name. Then, select from the drop-down list.

  5. In the same menu, click on Add Course next to Educator.

  6. Select the Segment and Course from the drop-down list. Choose levels from the options provided. Then, click Add in the bottom right. 

  7. Click Save. 

 

How do I import Educators in bulk?

To import Educators in bulk:

  1. In the Admin Panel, select Educators under Roles on the leftmost column.

  2. Click Import Educators in the top right. 

  3. Upload a file containing the name and details of the Educators in CSV or XLSX format. 

The file must correspond to the provided structure - Click List Of Educators or Download Example to learn about the structure of entering your Educator’s data.

  1. Click Import in the bottom right. 

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