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Role of District Admin

Role of District Admin

A District Administrator (District Admin) manages the entire school district, adding schools, School Admins, and distributing licenses. The platform allows for multiple district admins, with one selected as the "Primary Admin." Like School Admins, the Primary District Admin receives the auto-generated email with PO details.

The main duties of a District Admin include:

1. Create schools within the district.

2. Add School Admins to the district.

3. Add a Class in the School within a District

4. Assigning licenses to each school in the district.

Additionally, District Admins can perform various other tasks, such as deleting or bulk uploading students/teachers, adding or deleting classes, etc. For a comprehensive list of tasks, refer to User Type and Role Management > School/District Admin.

Add School Within a District

To add a school within a district, please follow these steps:

1. Log in to the portal.

2. Select "School Menu" on the left-hand side menu.

3. Click "School List" in the sub-menu.

You will be redirected to the below screen.

4. Click on "Add School."

DistAdmin_AddSchool_1

Next, you will be directed to the "Add School" page.

DistAdmin_AddSchool_2

5.  Click the "School District" button to add a school in a district.

6. Choose the district from the "District" drop-down menu.

DistAdmin_AddSchool_3

7. Provide the following information.

  • School name
  • School code
  • Address
  • City
  • State/Province
  • Zip
  • Country
  • Google Classroom domain

Important: Ensure that the combination of the school's name and address is unique. All fields marked with * are required, while the remaining fields are optional and can be left unchanged.

8. Select the "Save" button.

The school will then be created and listed on the "Manage Schools" page.

Add School Admin for Each School in the District

District administrators have the capability to add school administrators once the school has been established. It is mandatory to include at least one school administrator for each school. The school administrator is responsible for managing school users' rosters, creating classes, and distributing licenses to teachers within the school. Publishers and district administrators also have the authority to carry out these responsibilities on behalf of the school administrator.

To add a school admin within a school, please follow these steps:

1. Log in to the portal.

2. Select "School Menu" located on the left-hand side menu.

3. Select the "School Admin" located in the sub-menu.

Next, will be directed to the below screen.

4. Select "Add Admin."

DistAdmin_AddAdmin_1

5. You will be routed to the "School Admin Registration" page (See below Image)

DistAdmin_AddAdmin_2

6. To add the school admin in a school district, choose the district from the " School District" from the radio button.7. Select the "School District" radio button, to add the school admin in a school district.

7. Choose the desired district from the "District" drop-down list.

8. Choose the school for which you wish to add a school administrator from the "School" drop-down menu.

(Please note if the school is not located in the list, you can add the school by selecting on the "Add School" button.)

9. If you wish to designate the school administrator as the "Primary Admin," tick the "Set as Primary Admin" checkbox. This checkbox will be selected by default when adding the school administrator to the school for the first time.

Note: The platform permits the creation of multiple school administrators for a school. However, among these administrators, only one is designated as the "Primary Admin." The primary admin holds identical roles and responsibilities as the other school admins and can execute the same tasks. The sole distinction is that when the Publisher generates a license, the email containing purchase order details will exclusively be sent to the primary admin.

10. Enter the following details:

  • Choose the desired "Title" from the drop-down list.
  • Enter the following information: first name, last name, email address/username, phone number, password, and then confirm password.

Note: A district administrator can also act as a school administrator. If you opt to assign yourself as the school administrator for each school, you can input a fictitious email address, as you will likely utilize your district administrator account for all administrative tasks. However, if the school administrator is someone else, a valid email address must be provided.

  • Choose the language from the "Assign Language" drop-down menu. This language pertains to the assessment language. The school administrator will have access to the assessment in the chosen language from the drop-down list.

Please note: All fields marked with * are required. The remaining fields are optional and can be left unchanged. The password must be unique and contain 6-20 character)

11. Select the box for "Send email to the user" if you would like to deploy an email to the school admin with their username, password, and helpful instructions.

12. Select the "Save" button.

The school admin will be added and listed on the "Manage School Admin" page.

 

Add a Class in the School within a District

Within the platform, a class consists of both students and teachers. District administrators have the capability to add classes to the schools within a district.

  • School administrators are also able to add classes within their associated schools.
  • Classes can be added even if there are no licenses assigned to the school/district yet

To add a class in the school district, please follow these steps:

1. Log in to the portal.

2. Select "Roster" on the left-hand side menu.

3. Select "Class" in the sub-menu.

4. You'll be directed to the "Manage Classes" page. Click on "Add Class."

DistAdmin_ManageClasses_1

Next, you will be routed to the "Add Classes" page.

DistAdmin_AddClass_2

5. Choose the desired "School" from the drop-down list.

6. Input the "Class Name" in the designated field and then click "Save." You can add more classes by clicking on "Add More."

  • To remove a class, select on the cross icon.

7. Next, select "Save."

Helpful hints:

Follow the instructions below to input the Class Name data accurately.

  • The "Class Name" can include letters, numbers, spaces, apostrophes and some special characters. Special characters such as the following are prohibited " ˜ ' , ? < >
  • The "Class Name" is a required field.
  • The "Class Name" should be distinct.
  • The "Class Name" cannot exceed more than 50 characters.

Assign Licenses to Each School in the District

The district administrator distributes licenses to each school within the district.

To assign licenses to a school in a district, please follow these instructions:

1. Log in to the portal.

2. Select the license on the left-hand side menu.

You will be routed to the "Manage License" page, on where you can view the list of licenses assigned to the school admin.

3. Select the "Assign" image in the "Assign" column.

4. Next, choose the school to which you want to assign the license from the School drop-down list.

5. Then, select the checkbox in the School Admin list to select the school admin.

6. Click "Assign."

The license will be assigned to the school admin of the selected school in the district.

Note: If the district administrator is serving as the school's administrator, they will need to return to this screen after rostering teachers to assign licenses to them.

Add Class

Within the platform, a class consists of both students and teachers. Publishers, school, or district administrators can create classes within the school environment. Individual teachers can also create classes and roster students in the class.

To add a class, follow these steps:

1. Log in to the portal.

2. Click "Roster" located on the left-hand side menu.

3. Click "Class" from the sub-menu.

4. If you wish to add only a few classes, click on "Add Class".

DistAdmin_AddClass_1

You will encounter the following screen:

DistAdmin_AddClass_2

5. Enter a "Class Name" in the designated field and click "Save".

(Note: The Class Name should not include special characters such as ", ? ` ~)• To add more classes, click on "Add More".

  • To remove a class, click on the cross icon.

6. Click "Save".

Helpful hints:

Follow these instructions to successfully input Class Name data:

  • 'Class Name' can include letters, numbers, spaces, apostrophes, and certain special characters. The following special characters are not permitted: " ˜ ' , ? < >
  • 'Class Name' is mandatory.
  • 'Class Name' should be unique.
  • 'Class Name' cannot exceed 50 characters.

If you wish to roster multiple classes together, you can utilize the bulk upload class feature. After creating the class, you can proceed to add and associate students and teachers with a class.

(Note: It is essential for schools/districts/individual teachers to have enough licenses to roster students and teachers.)

Bulk Upload Class

The platform can add multiple classes (up to 500 classes) simultaneously through the Bulk Upload Class feature. Publishers, school/district administrators, and individual teachers can utilize this feature.

Here are the steps to bulk upload classes:

1. Sign in to the portal.

2. Navigate to the "Roster" section in the left-hand side menu.

3. Select "Class" from the sub-menu.

4. To add classes in bulk, click on "Bulk Upload".

DistAdmin_BulkUploadClass_1

5. Download the CSV template or XLS template by clicking the "Download CSV template" or "Download XLS" button, respectively.

DistAdmin_BulkUploadClass_2

Follow the instructions provided to enter valid data into the template.

6. Import the file from your system by clicking on "Browse".

7. Click "Upload".

Note: Refer to the screenshot below for the required data for Bulk Upload. Ensure not to modify the structure or delete fields in the template. Leave the column blank if the required detail is not applicable.

DistAdmin_BulkUploadClass_3

Helpful hints for entering valid data into the CSV/XLS template:

  • 'Class Name' can consist of letters, numbers, spaces, apostrophes, and some special characters. Special characters such as " ˜ ' , ? < > are not permitted.
  • 'Class Name' is compulsory and should be unique.
  • The 'Class Name' cannot exceed 50 characters in length.
  • Do not delete the first-row listing field name from the template.
  • You can upload up to 500 classes.
  • Alternatively, you can add one class at a time using the "Add Class" feature.

Edit Class

Publishers, school/district administrators, and individual teachers can modify the class name using the "Edit Class" feature.

Here are the steps to edit a class:

  • Log in to the portal.
  • Click "Roster" located on the left-hand side menu.
  • Click "Class" from the sub-menu.
DistAdmin_EditClass_1
 
 

Delete Class

A class consists of both students and teachers on the platform. Therefore, to successfully delete a class, any associations with students and teachers must be removed first. Publishers, school/district admins, and individual teachers have the ability to delete a class.

Steps to Delete a Class:

1. Log in to the portal.

2. Click on "Roster" from the left-hand side menu.

3. Click on "Class" from the sub-menu.

After clicking, you'll be directed to the "Manage Classes" page.

DistAdmin_DeleteClass_1

4. Select the “District/ School” from the drop-down menu, choose the relevant District/School associated with the class you wish to delete.

5. Locate the class in the list and click on the delete icon.

  • A confirmation message will appear.

DistAdmin_DeleteClass_2

6. Click "Yes" to proceed with deleting the class.

Note: If the class has associations with students and teachers, please follow the additional steps below.

Export Class

This feature enables you to export both the "Class Name" and "Class ID" from the portal. The Class ID is automatically generated upon class creation and can be utilized to create users and classes via the API.

Steps to Export Class Data:

1. Log in to the portal.

2. Click on "Roster" from the menu on the left-hand side.

3. Click "Student" from the sub-menu.

4. Select District and School:

  • If exporting class data for a school district, select both the "District" and the corresponding "School."
  • If exporting class data for a specific school only, select the respective "School" option.

DistAdmin_ExportClass_1

5. Click on "Export Class."

  • Upon successful export, an .xls file containing the Class Name and Class ID data will be downloaded to your system, as illustrated in the screenshot below.

DistAdmin_ExportClass_2

Note: You can also export class data using the following navigation: Roster > Class > Export Class

Promote Student

This feature empowers publishers, school/district admins, and individual teachers to promote students from one class to the next. By promoting a student, they are transferred from the previous class to the new one.

Important Note: Promoted students retain access to content, homework, and assessments assigned in their previous class. To remove visibility of this content from previous classes, teachers must manually unassign it.

Steps to Promote a Student:

1. Log in to the portal.

2. Click on "Roster" in the left-hand side menu.

3. Choose "Class" from the sub-menu.

  • You'll be redirected to the "Manage Classes" page.

DistAdmin_PromoteStudent_1

4. Click "Promote" within the desired class to promote students.

  • You'll be redirected to the "Promote Students" page.

DistAdmin_PromoteStudent_2

5. Choose the class to which you want to promote the student(s). You can select multiple classes if needed.

6. Check the checkbox next to the student's name to promote them.

  • Upon successful promotion, you'll receive a confirmation message.

DistAdmin_PromoteStudent_3

Note: The Promote Student feature is only enabled for classes where students are already rostered. You can add students to the class to enable the promote feature.

End School Session

This feature empowers publishers, school/district admins, and individual teachers to conclude the school session. Upon doing so, all existing data and assigned content for homework, assessments, blogs, notifications, and groups will be permanently deleted. It's important to note that this data cannot be restored once the school session has ended.

Upon successful end of a session, the following actions occur:

  • All existing data, such as student homework/assessment responses, scores, grades, and blog responses, will be archived.
  • Assigned content to students, whether assigned individually or through classes/groups, will be nullified.
  • Publisher-created homework will remain visible to teachers.
  • Teacher-created homework will still be visible to teachers but without assignation, due dates, and responses.
  • Assessments with existing questions and tests will remain visible to teachers but without assignation, due dates, and responses.
  • Teachers, students, classes, and groups will remain as they were created.
  • Existing responses to various blogs will be removed, but the blogs will remain associated with content.
  • Assessment reports do not retain data after the end session, while Most Engaging Book reports, Homework Progress reports, and Student reports persist.
  • Students recording page and Assign history page data are wiped out after the end session.

When students log in to the application after the end session:

  • The Library section will be blank.
  • No homework will be assigned/displayed.
  • The Assessments tab will not have any data.
  • No notifications will be displayed.
  • No blogs will be displayed.

Steps to End the School Session:

1. Log in to the portal.

2. Click on "Roster" from the left-hand side menu.

3. Click "Class" from the sub-menu.

  • You'll be redirected to the "Manage Classes" page.

DistAdmin_EndSchoolSession_1

4. Click "End School Session".

  • A confirmation message will appear.

DistAdmin_EndSchoolSession_2

5. By default, all checkboxes will be checked. You can uncheck any checkbox to deselect features. (You must select at least one feature)

6. Click "Yes".

Note: The "End School Session" button will be disabled until the current transaction is completed. Upon successful end of the school session, an email will be sent to the user who initiated the session end.

Add Teacher

Publishers and school/district administrators have the authority to include teachers within the school/district. Teachers possess a range of capabilities, including assigning content to students, forming groups, sending notifications to students, and more.

The school/district must possess an adequate number of licenses to roster both students and teachers.

  • If you are an admin and you are also a teacher, you will need to roster yourself as a teacher, using a separate email address.

To add a teacher, follow these steps.

1. Log in to the portal.

2. Click "Roster" on the left-hand side menu.

3. Click "Teacher" in the sub-menu.

4. (a) If you want to add one teacher at a time, click "Add Teacher".

(b) If you want to add teachers in bulk, click "Bulk Upload".

DistAdmin_AddTeacher_1

5. Click "Add Teacher".

Next - You will see the below screen appear:

DistAdmin_AddTeacher_2

6. Provide the following details (Fields marked with * are mandatory, while others are optional and can be left blank if preferred):

  • Enter the first name and last name.
  • Input the email address.
  • Set the password. You can either manually type it or select "Generate" for an auto-generated password. Check the box "Keep the same password for other teachers" if you want to use the same password for all teachers.
  • Select the classes to assign to the teacher by clicking inside the "Assign Classes" box. You can choose multiple classes by pressing the CTRL button and clicking each class. Ensure that these class names already exist on the portal. If a class is missing, add it before adding the teacher.
  • Choose the grade to assign to the teacher by clicking inside the "Grade Name" box. You can select multiple grades using the CTRL button. This field is optional and can be left blank.
  • Use the "Assign Language" drop-down to choose the assessment language. This selection determines the language in which the teacher accesses assessments.
  • Click the "Add More" link if you want to add more teachers from the same screen. You can add up to 5 teachers via "Add More".

7. Click 'Save'.

All the added teachers will now be displayed on the "Manage Teachers" page.

Bulk Upload Teacher

Publishers and school/district administrators have the capability to bulk upload teachers to roster a maximum of 500 teachers at once using the "Bulk Upload Teacher" feature.

To bulk upload teacher, follow these steps:

1. Log in to the portal.

2. Click "Roster" on the left-hand side menu.

3. Click "Teacher" in the sub-menu.

4. (a) If you want to add one teacher at a time, click "Add teacher".

(b) If you want to add teachers in bulk, click "Bulk Upload".

DistAdmin_BulkUploadTeacher_1

DistAdmin_BulkUploadTeacher_2

Next - Click "Bulk Upload." You will be redirected to the "Bulk Upload Teacher Information" page.

5. Click the "Download CSV template" or "Download xls template" button to download the template.

  • Find the template in your default download folder.
  • Open the file.

Please follow the instructions as mentioned on the portal to enter valid data into the csv/xls template for a successful file upload.

6. Click on "Browser" to Import the file on the portal from your system.

7. Click "Upload". After uploading, you will also receive an auto-generated status email that will include a description of any errors.

Please review the below screenshot for the data required to Bulk Upload Teacher. Please do not change the structure or remove the column headings in the template.DistAdmin_BulkUploadTeacher_3

Edit Teacher

Once teachers have been added to the portal, publishers and school/district administrators can modify their information from the "Edit Teacher" page.

To edit teacher information, follow these steps:

1. Log in to the portal.

2. Click "Roster" on the left-hand side menu.

3. Click "Teacher" in the sub-menu.

You will be redirected to the "Manage Teachers" page.

DistAdmin_EditTeacher_1
 

4. Click the edit icon on the Teacher List.

Next, You will be redirected to the "Edit Teacher" page.

DistAdmin_EditTeacher_2

6. In this section, you have the option to modify the teacher's first name, last name, email, and password.

  • Email (Username) should be unique.
  • The password should be between 6-20 characters. You can also click on "Generate" if you want to auto-generate the password.

7. To remove a class from the "Assign Classes" section, click on the cross icon. Alternatively, you can assign a class by selecting from the pre-rostered class list.

8. To remove a grade from the "Assign Grades" section, click on the cross icon. Alternatively, you can assign a grade by selecting from the pre-rostered grade list

9. Select or unselect the language from the "Assign Language" drop-down list.

Deactivate Teacher

Publishers and school/district admins have the ability to deactivate teachers from the portal using the "Deactivate" feature. Once deactivated, teachers will be unable to log in to the portal as their account status is marked as deactivated.

  • Please note: Deactivation will free up the license consumed by the teacher. This license can be used to roster another user.
  • Please note: Deactivate will not free up the deactivated teacher's username, i.e., you cannot roster any other user with the same username.

After deactivation, the teacher's name will be taken off the Teacher List and transferred to the "Archived User" list. Publishers and school/district admins retain the ability to reinstate the teacher's account and data by switching the account status of the deactivated teacher to "Activated" from the "Archived User" page.

A deactivated teacher will receive an error message if they try to log in to the portal.

To Deactivate Teacher, please follow these steps:

1. Log in to the portal.

2. Click "Roster" on the left-hand side menu.

3. Click "Teacher" in the sub-menu.

You will be redirected to the below screen.

DistAdmin_DeactivateTeacher_1

4. Choose the District/School in which you want to deactivate the teacher.

5. Next, click the "Deactivate" button on the Teacher List to deactivate the teacher.

Delete Teacher

Publishers and school/district admins have the capability to remove teachers from the portal.

  • The username of the deleted teacher becomes available for assigning to new school/district users.
  • Upon deletion, the license tied to the teacher is released, allowing it to be used for rostering new school/district users.
  • It's important to note that the assessment data (visible data remains, responses are deleted), homework assignments, and evaluation data linked with the teacher's account cannot be recovered once the account is deleted.

To delete the teacher, please follow these steps:

  • Log in to the portal.
  • Click "Roster" on the left-hand side menu.
  • Click "Teacher" in the sub-menu.

You will be redirected to the "Manage Teacher" screen.

DistAdmin_DeleteTeacher_1

  • Choose the District/School from which you want to delete the teacher.
  • Lastly, click on the delete icon on the Teacher's List.

Assign License to a Teacher

A license can be assigned to teachers manually by the school/district admin, using the "Assign License" workflow.

Follow the below steps to assign a license to a teacher:

1. Log in to the portal.

2. Click "License" on the left-hand side menu.

You will be redirected to the "Manage License" page, on which you can see the list of licenses assigned to the school admin.

3. Click on the "Assign" icon in the Assign column for the license you want to assign to the teacher

DistAdmin_AssignLicenseTeacher_1

You will be redirected to the below screen.

4. Check the checkbox to select the teacher to whom you wish to assign the license.

DistAdmin_AssignLicenseTeacher_2

5. Click "Assign." The license will be assigned to the teacher.

On the "Library" page, teachers can access the content assigned to them through the license. If the license includes any content labeled as "Available for Teachers Only," the assigned content will be visible in the "Teacher Resources" section.

Bulk Update Student

Publishers and school/district administrators have the capability to simultaneously modify the class name, grade name, and user language for up to 1,000 students at a time. However, it's important to note that the usernames of the students cannot be edited. This restriction is in place because the username serves as a crucial identifier for mapping existing class/grade associations with students on the platform.

To bulk update students, please follow these steps:

1. Log in to the portal.

2. Click "Roster" on the left-hand side menu.

3. Click "Student" in the sub-menu.

4. Click "Bulk Update."

DistAdmin_BulkUpdateStudent_1

You will be taken to the "Bulk Update Students" page.DistAdmin_BulkUpdateStudent_2

5. Select the "Download CSV template" or "Download xls template" button to obtain the template.

  • Locate the template in your default download folder.
  • Open the file.

6. Follow the portal's instructions to input valid data into the CSV/XLS template for successful file upload.

7. Click on "Browser" to import the file from your system onto the portal.

8. Click "Upload." Upon completion, you will receive an auto-generated status email containing a description of any errors encountered during the upload process. The student information will be successfully updated on the portal. Please refer to the screenshot below for the required data for bulk updating students. Ensure not to alter the structure or remove the column headings in the template.

DistAdmin_BulkUpdateStudent_3

Here are some helpful tips for entering valid data into the CSV/XLS template:• Ensure to read and adhere to the "Bulk Update" instructions provided on the portal for a successful file upload.

  • Note that the "Username" field cannot be edited.
  • Class names must match exactly as they appear on the portal. You can verify class names by exporting class data.
  • "Grade" and "User Language" fields are optional. You can leave these columns blank but do not remove the column headings.

Add Student

Publishers, school or district administrators, teachers, and individual instructors all have the ability to enroll students in their classes. These enrolled students are empowered to engage in a range of activities such as reading content, taking notes, adding bookmarks, highlighting text, and completing assignments. For further information on student roles, please consult the respective guidelines.

It is imperative for school or district administrators and individual instructors to possess an ample
number of licenses to properly roster students and teachers.

Follow the below steps to add a student:

1. Log in to the portal

2. Click "Roster" on the left-hand side menu.

3. Click "Student" in the sub-menu.

4. (a) If you want to add one student at a time, click "Add Student."

(b) If you want to add students in bulk, click "Bulk Upload.TeacherRole_AddStudent_1

5. Click “Add Student."

You will be redirected to the "Add Student" page.TeacherRole_AddStudent_2

TeacherRole_AddStudent_3

6. Please complete the following details. All fields marked with an asterisk (*) are required, while others are optional and can remain unchanged.

  • First name and last name of the student.
  • Unique username: This can be an email address or an arbitrary username for privacy.
  • Password: You can manually enter a password or choose to auto-generate one. Passwords must be between 6-20 characters. If you wish to use the same password for multiple students, select the "Keep the same password for other students" option.
  • Click inside the "Assign Classes" box and choose the class(es) you want to assign to the student from the dropdown menu. You can select multiple classes by holding the CTRL button and clicking on each class.
  • Next, click inside the "Grade Name" box select the grade(s) you want to assign to the student.
  • Assign Language: Optionally, select the language for assessments from the dropdown menu.
  • Parent's or guardian's email address: If provided, a parent account will be created and an email will be sent to allow or deny permission for their child's access to the portal. This field is optional but may be required for compliance with COPPA and GDPR regulations. Please refer to the role of the parent for more details.

Please note: The "Parent's or guardian's email" field is optional by default. However, if you check the checkbox indicating that the student is "Below 16 years" old, this field will become mandatory.

  • Click the "Add More" link if you wish to add more students from the same screen. You can add a maximum of 5 students through "Add More."

7. Click "Save."

Bulk Upload Student

Publishers, school/district administrators, teachers, and individual instructors have the capability to upload up to 1,000 students simultaneously on the platform through the "Bulk Upload Student" option.

To bulk upload students, please follow these steps:

1. Log in to the portal.

2. Click "Roster" on the left-hand side menu.

3. Click "Student" in the sub-menu.

4. (a) If you want to add one student at a time, click "Add Student."

(b) If you want to add students in bulk, click "Bulk Upload."

DistAdmin_BulkUpdateStudent_1

5. When you click "Bulk Upload," you will be redirected to the "Bulk Upload Students" page.

DistAdmin_BulkUpdateStudent_2

6. Download the template by clicking the "Download CSV template" or "Download xls template" button.

  • Find the template in your default download folder.
  • Open the file.
  • Follow the instructions provided on the portal to input valid data into the CSV/XLS template for successful file upload.

7. Select "Browser" to import the file from your system onto the portal.

8. Click "Upload." Upon completion, you will receive an auto-generated status email containing a description of any errors encountered during the upload process.

Refer to the screenshot below for the required data for bulk uploading students. Please refrain from altering the structure or removing the column headings in the template.

DistAdmin_BulkUpdateStudent_3

Here are some helpful tips for entering valid data into the CSV/XLS template:

  • Review and adhere to the "Bulk Upload" instructions provided on the portal to ensure a successful file upload.
  • Ensure that class names are entered exactly as they appear on the portal.
  • Optional fields such as "Last Name," "Parent's or Guardian's email," "Parent approval required," "Grade," and "User Language" can be left blank. Please refrain from removing the column headings.
  • Usernames must be unique, and while they can be email addresses, they are not required to be.
  • Passwords should contain between 6 and 20 characters.
  • In the "Parent Approval Required" field, enter either "Yes" or "No" accordingly.

Upon successful file upload, all students will be added. You can find the list of students on the "Manage Students" page.

Bulk Update Student

Publishers and school/district administrators have the capability to simultaneously modify the class name, grade name, and user language for up to 1,000 students at a time. However, it's important to note that the usernames of the students cannot be edited. This restriction is in place because the username serves as a crucial identifier for mapping existing class/grade associations with students on the platform.

To bulk update students, please follow these steps:

1. Log in to the portal.

2. Click "Roster" on the left-hand side menu.

3. Click "Student" in the sub-menu.

4.Click "Bulk Update."

DistAdmin_BulkUpdateStudent_1

You will be taken to the "Bulk Update Students" page.DistAdmin_BulkUpdateStudent_2

5. Select the "Download CSV template" or "Download xls template" button to obtain the template.

  • Locate the template in your default download folder.
  • Open the file.

6. Follow the portal's instructions to input valid data into the CSV/XLS template for successful file upload.

7. Click on "Browser" to import the file from your system onto the portal.

8. Click "Upload." Upon completion, you will receive an auto-generated status email containing a description of any errors encountered during the upload process.

The student information will be successfully updated on the portal.

Please refer to the screenshot below for the required data for bulk updating students. Ensure not to alter the structure or remove the column headings in the template.

DistAdmin_BulkUpdateStudent_3

Here are some helpful tips for entering valid data into the CSV/XLS template:• Ensure to read and adhere to the "Bulk Update" instructions provided on the portal for a successful file upload.

  • Note that the "Username" field cannot be edited.
  • Class names must match exactly as they appear on the portal. You can verify class names by exporting class data.
  • "Grade" and "User Language" fields are optional. You can leave these columns blank but do not remove the column headings.

Edit Student

Publishers, school or district administrators, and teachers have the ability to edit and update student information after students have been added to the portal's roster.

To edit student, please follow these steps:

1. Log in to the portal.

2. Click "Roster" on the left-hand side menu.

3. Click "Student" in the sub-menu.

You will be redirected to the "Manage Student" page.DistAdmin_EditStudent_1

4. Choose the "School/District" where you wish to update student information.

5. Click on the "Edit" icon next to the Student List.

This action will direct you to the "Edit Student" page.

DistAdmin_EditStudent_2

6. Edit the student's first name and last name.

7. Edit the student's Username. The username should be unique. It can be an email address, although it doesn't have to be. You can create arbitrary usernames to protect student privacy.8. Modify the password. Passwords must range between 6 and 20 characters. You may choose to click "Generate" to automatically generate a password.

9. Click the cross icon to remove the class from "Assign Classes" or assign a class by selecting the class from the pre-rostered class list.

10. Click the cross icon to remove the grade from "Assign Grades" or assign a grade by selecting the grade from the pre-rostered grade list.

11. Select or unselect the language from the "Assign Language" drop-down list.

12. Modify the parent's or guardian's email address. If you select the "Resend email to reset the password" checkbox, a password reset email will be sent to the parent/guardian at the new email address.

Note: "Parent or Guardian's Email" is optional. However, if you mark the checkbox for "Below 16 years," this field will become mandatory. This action triggers an email to be sent to the parent's email address, enabling them to grant or deny permission for their child's access to the portal. If permission is denied by the parent, the student will be unable to log in. This feature is included in the portal to adhere to COPPA and GDPR regulations. (Optional feature)

13. Click "Save."

Delete Student

Publishers, school/district administrators, and teachers have the ability to remove students from the portal. Upon deletion, all associated content licenses, assessments, homework, notifications, and class associations will be permanently removed from the portal and cannot be recovered.

  • The username of a deleted student can be reused to roster new school or district users.
  • After deleting the student, the license associated with the deleted student is also released. These licenses can be used to roster new school/district users.
  • Students that are rostered by the publisher or school/district administrator cannot be removed by the teacher.
  • Students that are rostered by the publisher can be deleted by the school/district admin.

To delete the student, follow these steps:

1. Log in to the portal.

2. Click "Roster" on the left-hand side menu.

3. Click "Class" in the sub-menu.

You will be redirected to the "Manage Classes" screen.

DistAdmin_DeleteStudent_1

4. Click on the class name in the "Class" column in the table.

You will be redirected to the list of students present in the selected class.

DistAdmin_DeleteStudent_2

6. Next, check the checkbox of the student you want to delete.

7. Click the "Delete" button or click the "Delete" icon in the Delete column. This activity will delete the student account.

Please note that students who are rostered on the portal through third-party integrations, such as One Roster, Google Classroom, LTI, etc., cannot be deleted using the platform's user interface. These students can only be deleted through the respective third-party integration mechanism.

Deactivate Student

Publishers, school/district administrators, and teachers have the ability to deactivate a student from the portal using the "Deactivate" feature. When a student's account status is marked as deactivated, they will no longer be able to log in to the portal.

  • Deactivating a student will release the license previously consumed by the student. This license can then be utilized to roster other users.
  • Deactivating a student will not free up the deactivated student's username. Therefore, you cannot roster any other user with the same username.
  • Once the student is deactivated, their name will be removed from the Student List and will be moved to the "Archived User" list. Publishers and school/district admins can restore the student account and data by enabling the account status of the deactivated student as "Activated" from the "Archived User" page.
  • If a deactivated student attempts to log in to the portal, they will receive the following message: “Please contact the administrator.”

To deactivate a student, please follow these steps:

1. Log in to the portal.

2. Select "Roster" on the left-hand side menu.

3. Select "Student" in the sub-menu.

You will be redirected to the below screen.

DistAdmin_DeactivateStudent_1

4. Choose the "District/School" from which you want to deactivate the student.

5. Select the "Deactivate" button on the Student List.

Please note that students rostered on the portal through third-party integrations such as One Roster, Google Classroom, LTI, etc., cannot be deactivated from the platform's user interface. Deactivation of these students can only be performed through the respective third-party integration mechanism.

Send Notification to Student

Publishers, school/district administrators, and teachers have the capability to send messages (up to 500 characters) to students using the "Notification" feature. These messages will be displayed to the students in the Notification section of the student portal.

To send a notification, please follow these steps:

1. Log in to the portal.

2. Select "Roster" on the left-hand side menu.

3. Select "Student “located in the sub-menu. You will be redirected to the "Manage Students" page.

4. Choose the "District/School" the student belongs to.

DistAdmin_SendNotificationToStudent_1

5. Select the bell icon in the "Notification" column for the student to whom you wish to send a notification.

Next, you will be redirected to the "Send Notification" page.

6. Enter your message in the message box (up to 500 characters)

DistAdmin_SendNotificationToStudent_2

7. Click "Send Notification."

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