District Settings

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

Managing your Branding

1. Begin by clicking the 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.

Adding a Greeting

1. Begin by clicking 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 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 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.

Managing District Options

1. Begin by clicking the 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.

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 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.

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

The Contact Sync Settings allow you to configure which contact information is synced from PowerSchool into SchoolEngage.

How to Enable Contact Sync

1. Enable Contacts Sync:
   To activate the Contact Sync, check the “Contacts” checkbox.

2. Prerequisite for Toggles:
   The Contacts checkbox must be selected before enabling any other toggles.

Toggles and Criteria

Contacts

This is the core contact sync, which pulls in contact information from PowerSchool.

Criteria for Contact Sync:

• The contact must have at least one active student (enrollment status of 0).

• The contact must have a PowerSchool Guardian ID.

• The contact must have a PowerSchool Contact ID.

Student-Contact Relationship

This toggle syncs the relationship between students and their contacts from PowerSchool, along with their relationship details.

• You can refine the sync by selecting specific flags, such as Active Contacts, Emergency Contacts, or Lives With, to determine which relationships to include.

• Communication Behavior: When a message is sent, all contacts associated with a student will receive the message. Note that these flags are not displayed on user profiles.

Example

Open

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