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Staff account management

Staff account management

Owned by Mike Priest
Last updated: Feb 14, 2025 by Leo Yoon
2 min read

Overview

This section covers how to manage Staff accounts in the SchoolEngage platform.

Table of Contents

Staff management page

To access the list of staff users/profiles follow the steps below:

  1. In the main left-hand menu click “Users”

  2. Click “Staff”

Create a staff account

TIP: You can import staff from PowerSchool (see this section).

Once you are on the staff management page, you can follow the steps below to create a new staff account.

  1. Click the “+ Create” button at the top of the table

  2. In the popup, enter the required fields

  3. Click “Save”

Viewing a staff account

Once you are on the staff management page, click on the button to navigate to their profile page.

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.

  1. Click the “Add From PowerSchool” button at the top of the table

  2. In the popup, search for the name or email in the search box

  3. Click the ““ green plus button on person you would like to import, this will add the person to the section below

  4. Click the drop down “Role” under the “Staff to Add” section

  5. Select a Role you wish to apply to the staff import

  6. Click “Import” button to finish

Important: To import the user’s associated schools from PowerSchool, please click the “Add Staff With Access to PS Schools” button before proceeding with the import.

Edit a staff account

From the staff management page, you can edit account information by clicking the Pencil icon.

  1. Click the Pencil icon on the row you wish to edit

  2. In the popup, update the details you wish to change

  3. Click “Save”

TIP: Try using the Keyword search text box at the top of the page to find a specific contact.

Delete a staff account

From the staff management page you have the ability to delete a staff account.

  1. Click the Trash icon on the row you wish to delete

  2. You will be prompted to confirm the deletion of the account

  3. Click “Yes” if you wish to delete the account

WARNING: Once you delete the account, it cannot be recovered.

Setting staff as a Tester

If you want to assign Test forms, make sure that your staff account is a tester. To do this:

  1. Navigate to your profile

  2. Click on the “Actions” button to bring up the options

  3. Under User Flags, click “Is Tester?” to enable the staff account as a tester if it isn’t already.

Disabling staff account

Requires Disable Staff Accounts as an Administrator

If you want to disable the parent’s account in SchoolEngage:

  1. Navigate to the staff profile

  2. Click on the “Actions” button to bring up the options

  3. Under User Flags, click “Disable User?”.

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