Overview
This section covers how to manage Staff accounts in the SchoolEnage platformfind forms submitted by your end users.
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Table of Contents
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Review page
To access the list of staff users/profiles follow the steps below Review page:
In the main left-hand menu click “Users”
Click “Staff”
Create a staff account
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Once you are on the staff management page, you can follow the steps below to create a new staff account.
Click the “+ Create” button at the top of the table
In the popup, enter the required fields
Click “Save”, click “Review”
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Searching for form submissions
Once forms have been assigned or submitted, they can be found on the Review page. At the top of the review page is a search form.
Basic search
Listed below are the options in the basic search form:
Field name | Description | ||
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Keyword | Filters forms by the “Assignee” first and last name | ||
Form | Filter results based on a particular form.
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Status | Filters forms based on the different form statuses | ||
School | Filters forms based on the assigned school |
Advanced search
To access more search options, simply click the “> Advanced Search” button located beneath the basic search fields on the Review page.
Listed below are the options in the advanced search form:
Field name | Description | ||
|---|---|---|---|
Assigned to me | Display forms assigned to you | ||
Created by me | Display forms created by you | ||
Apply student selection | This search only applies to student-based assignees.
For more information on creating queries view the “Creating student selections” page. |
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Import a staff account from PowerSchool
Once you are on the staff management page, you can follow the steps below to create a new staff account.
Click the “Add From PowerSchool” button at the top of the table
In the popup, search for the name or email in the search box
Click the “
“ green plus button on person you would like to import, this will add the person to the section belowClick the drop down “Role” under the “Staff to Add” section
Select a Role you wish to apply to the staff import
Click
“Import” button to finish
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Edit a staff account
From the staff management page, you can edit account information by clicking the Pencil icon.
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TIP: Try using the Keyword search text box at the top of the page to find a specific contact. |
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Delete a staff account
From the staff management page you have the ability to delete a staff account.
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