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      What are some tips for adding users and groups?

      Before you get started with adding users and groups, take a moment to read through some helpful tips.

      Groups, Users, & Roles Tips

       

      GROUPS 2

      • You can give others the role of Org Group Manger so they can create and manage groups. (To learn more about this role, click HERE.)
      • You can give others the role of Group User Manager so they can manage groups that have already been created.  (To learn more about this role, click HERE.)
      • Groups can be created prior to uploading your users or you can create them on the spreadsheet and check the box to create new groups.
        new groups-1
      • You can create groups for content area, grade level, new teachers, or role in the building or district.

      REMINDERS

      Important Reminders when doing a bulk upload...

      • Anytime you need to add or edit users, you will download your full roster and then make any necessary changes. Make sure that you don't delete or add any columns from the spreadsheet.
      • Groups that you enter need to match the groups you created exactly or you can add new groups on the spreadsheet and check the box to create new groups.
      • Roles need to be entered in an exact way. For example, organization-admin, organization-creator, group-admin, group-creator, etc. When giving someone multiple roles, you will separate them with a comma and no space. These are listed on the bulk import page.
      • You do not need to add the job title to new users since they will do that during the onboarding process.
      • Do not change email addresses in a bulk upload. That will need to be done manually from HQ>Users.
      • If you are giving someone an org role, they do not need to have that group role. (More information on admin roles.)
      • Do not gve someone the role as creator AND drafter.

      Adding Users Manually…