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Overview

This section details the available settings for customizing and managing your SchoolEngage platform to better suit your district’s needs.


Table of Contents


Getting Started

Preliminary Steps

  • Permissions: Before managing district settings, please ensure you have the “District Options” permission located under the “District” section.

  • To access District Settings: simply navigate to “Settings > District”.


District Branding

You have several options to personalize your SchoolEngage page and align it more closely with your district's brand. For a comprehensive list of what elements can be customized, please see our list of Customizable Elements below.

Customizable Elements

Personalization

Description

District Name

The title displayed on the home page, above the greeting message and district logo.

District Logo

The logo displayed on the login and home page.

Login Message

The message shown on the login page.

Registration Message

The message displayed on the account creation page.

Default Greeting Message

The default message on the SchoolEngage home screen after user login.

Managing your Branding

  1. Begin by clicking the (blue star) Edit button located at the top of the District Settings page.

  2. Make any necessary changes.

  3. Click the 💾 Save button at the bottom of the window to apply your changes.


Custom Greeting Messages

If you want to have a different message for a specific user type, you can use a custom greeting to replace the default greeting message used for all user types.

Note: Each user type can have only one custom greeting message. If there is no custom message for a particular user type, they will see the default greeting.

Adding a Greeting

  1. Begin by clicking (plus) Create button located below “Default Greeting Message”.

  2. Select the type of user you wish to apply this message to.

  3. Enter the text you’d like to appear for this user type.

  4. Click the 💾 Save button to apply the message.

Editing a Greeting

  1. Click the (blue star) Edit button next to the greeting message.

  2. Make any necessary adjustments.

  3. Click the 💾 Save button to save your changes.

Removing a Greeting

  1. Click the (blue star) Remove button next to the greeting message.

  2. Click Yes to confirm your removal.


District Options

There are various toggles within the district settings window, below is a detailed list on what each toggle does.

Option

Description

Allow parents to create student accounts

Grants parents the ability to add students to their account.

Prevent SchoolEngage accounts from being made

Disables the SchoolEngage registration page, preventing anyone from creating a new SchoolEngage account.

Parent portal username format

Specifies the username format used when creating parent portal accounts during writeback.

Force authentication through SSO

Requires all users connected to PowerSchool to log in via the access portal.

Allow independent student account creation

Enables the option to register a SchoolEngage account as an independent student.

Managing District Options

  1. Begin by clicking the (blue star) Edit button located at the top of the District Settings page.

  2. Make any necessary changes.

  3. Click the 💾 Save button at the bottom of the window to apply the changes.


Security Settings

Security settings provide you with a way to control the level of password complexity when registering a SchoolEnage account. These settings are also used when creating parent portal access accounts.

Setting

Description

Minimal password length

Specifies the minimum length required for the user's password. If no minimum is specified, the default minimum will be set to 8.

Minimal number count

Determines the minimum number of numeric characters required in a password.

Minimal letters count

Specifies the minimum number of alphabetic characters required in a password.

Minimal symbols count

Specifies the minimum number of special symbols required in a password.

Note: The minimum password length must be equal to or greater than the total sum of specified letters, numbers, and symbols.

Managing Security Settings

  1. Begin by clicking the Security Settings button located at the top of the District Settings page.

  2. Make any necessary changes.

  3. Click the 💾 Save button at the bottom of the window to apply the changes.


Address Auto Completion

If you want to enhance your users' experience with address auto-completion using Google Maps, you can integrate your own Google Places credentials.

Managing Credentials in SchoolEngage

  1. Click the (blue star) Edit button above the Google credentials section.

  2. Add, edit or remove your credentials in the provided text fields.

  3. Click the 💾 Save button to confirm your changes.

Please note that this service is not provided by SchoolEngage, and any associated charges will be incurred directly through Google. For more information, please visit the Google Places page.


Upload Mapsource Extension

This section allows you to directly import custom PowerSchool extensions into SchoolEngage. Simply select your .zip or .xml file using the "Browse" button and then click "Upload". You will then be able to map form fields to your newly imported extension.

For more information on how to acquire PowerSchool extensions, please visit our article on Importing Customizations into SchoolEngage.


Contact Sync Settings

This section allows you to adjust the contact information that is synced into SchoolEngage from PowerSchool.

To make changes, the staff must have rights to change the Contact Sync.

The Contact sync is enabled by checking the “Contacts” check box.

The Contact checkbox must be checked prior to other toggles to be enabled

Toggles

Contacts

This is the base contact sync which will pull in the contact from PowerSchool

Student-Contact Relationship

This toggle will bring in the student and student-contact relationships from PowerSchool along with their relationship details.

Selecting the different flags (Active Contacts, Emergency Contacts, Lives With, etc.) will let you fine tune which relationships you want to bring in.

Example

image-20240709-210548.png

This setup will pull in:

  • Contacts

  • Relationships where the contacts have the at least one of the following flags in PowerSchool:

    • Active

    • Emergency

If a contact doesn’t have either Active or Emergency flags, they will be skipped during the sync.

Contact Phones

This toggle will bring in contact phone numbers from PowerSchool

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