Create User Accounts: Staff, Parents, and Students

Creating user accounts for different roles such as Staff, Parents, and Students is a fundamental task to manage your organization efficiently. This guide outlines the step-by-step process to create users with specific details based on their roles.

Step 1: Access User Creation Options #

1. Log in to your organization’s platform with a Local Administrator account.
2. Navigate to the sidebar and look for the options labeled “Staff,” “Parents,” and “Students.”  This is found under the “Directory” option.
3. Click on the corresponding option based on the type of user you want to create.

Step 2: Start User Creation #

1. After selecting the appropriate user type, find and click on the “Create New” button in the user-type section. This action will lead you to the user creation form.

Step 3: Fill in Common User Details #

In this section, you will provide information that is common to all user types:

• Local ID (Unique ID for your organization): Enter a unique identifier for the user within your organization.
• First Name and Last Name: Enter the user’s first and last names. These are required fields.
• Middle Name (Optional): If applicable, provide the user’s middle name.
• Phone Number: Enter the user’s contact number.
• Email: Enter the user’s email address.

Step 4: Additional Details Based on User Type #

1. Staff Accounts:

• Roles (At least one required): Specify the role(s) that the staff member holds within the organization. This could include positions like “Teacher,” “Administrator,” etc.

2. Parent Accounts:

• Driver’s License Number (Required): Enter the parent’s driver’s license number.
• Connect Student (Required): Search for a student by their Local ID or name and connect them to the parent’s account. This establishes the parent-student relationship.

3. Student Accounts:

• Grade Level (Required): Indicate the grade level of the student.

Step 5: Optional Details #

For all user types, you have the option to provide additional information:

• Social Security Number: May be added if required for your organization.
• Texas State ID: May be added later once assigned to the user by the state.

Step 6: Review and Confirmation #

1. Review the information you’ve entered for accuracy.
2. If everything is correct, click on the “Save” button to finalize the user creation process.

Step 7: Confirmation and Further Steps #

1. Upon successful creation, the new user will be added to the appropriate section (Staff, Parents, or Students) and can be updated by selecting the eye icon, or updated by selecting the pencil icon.
2. If you need to create more users of the same type, follow the same process starting from Step 2.
3. If you wish to create users of different types, return to the sidebar and choose the respective user type, then proceed with the creation steps.

By following this guide, you can efficiently create user accounts for Staff, Parents, and Students, while ensuring that specific details required for each role are accurately provided. This process contributes to effective user management and smooth organizational operations.