Support: Managing Staff Profiles and Roles

The Manage Staff screen allows administrators to easily update staff information, activate or deactivate accounts, and assign roles.

Use the left-hand menu (or bottom navigation on mobile) to open the Manage screen.
Select the Staff tab at the top of the Manage screen (selected by default).

Use the Search box to find specific staff by name.
Toggle the Inactive button to include deactivated staff members.
Click the Download button to export the staff list to Excel.
Note: If using a mobile device, the staff list will be sent to your registered email address.

The staff list updates automatically. If it doesn’t look correct, click the button in the top-right corner of the screen.

Click or tap the button in the bottom-right corner of the Manage Staff screen.
The Add Staff screen will appear, fill in the staff member’s Name, Email Address, and any additional Notes.
Toggle the Admin switch to enable administration privileges for the the staff member's account.
Press the ADD button (bottom-right) to create and save the staff record.

Click or tap a Staff Card to open it in VIEW mode.
Click the Edit Staff button (top-right) to update a staff details, active status or notes.
Use the button (bottom-left) to remove the staff record.
If changes are made, click the SAVE button (bottom-right) to apply them.

Note: The staff email address is used to uniquely identify staff when using the Staff Upload function.

Click the Manage Roles button in the top-right corner of the Manage Staff screen.
The Staff Roles screen will appear, listing all roles for the current year.
Use the filters to view roles by Year or Role Type (Administrator, Coordinator/Principal, or Home Room Teacher).
Click the Add Role button to create a new Coordinator or Principal role.
Note :Administrator roles are created by turning on the Admin switch in the Edit Staff screen, Home Room Teacher Roles are created in Classroom Management.
Click the button to update the role’s name, active status or notes.
Click the button to remove the role.

Note: At least one active Administrator role must be maintained at all times.

Home Room Teacher roles can only be deleted from the Classroom Management screen.