How to Create a New User in the Platform

✅Step 1: Open the Profile Menu

1. Click the Menu button (☰) in the top-left corner.
2. Select Profile from the menu.
3. Click Add User.

   

    

✅Step 2: Fill in User Information

1. Role: Select one from the dropdown
   • District Admin
   • School User
2. School Associations:
   • Leave blank if the user is a district level user.
   • If the user is at the school level user, select the correct school.
3. Account Enabled:
   • Leave this set to Yes.
4. App Access:
   • Select ALL reports/apps available by checking each one:

     

      

✅Step 3: Enter User Details

• Email:  Enter the user’s email address.
• First Name and Last Name:  Enter the user’s full name.
• Initial Password: Type a generic password to share with the user.

✅Step 4: Finish Setup

1. Click Add User to complete the process.
2. Send the login information (email and password) to the new user directly via email.