Organizations Overview

Organizations page allows you to create custom groups to assign users to.


Create a New Organization

  1. Navigate to School Settings > Organizations.
  2. Click on Add New.
  3. Complete the Organization Name, Description and mark if this should be Active.
  4. Click Save.

Adding Roles to the Organization

Now that you have created your custom Organizations, navigate to the Roles page to create Roles within that Organization and assign to users. 

FOR EXAMPLE

Organization - PTA/PTO Officers

  1. Navigate to School Settings > Roles. 
  2. Click on Add New. 
    1. Role Name - PTA/PTO job like President, Treasurer or Secretary.
    2. Connected To - Select Organization since this was an organization we created.
    3. Role Description - Add a description if needed. 
    4. Organization - This field will populate when Organization is selected from the Connected to field.  Select the Organization this Role should be linked to.  
    5. Can Email - Check this box if you are allowing a user who is assigned to this Role to send emails through the software.
    6. Active - Mark Yes or No to activate this Role.
    7. Click Save. 
  3. Once this Role has been added, you can assign users to this Role by clicking on the Roles Users column. 
  4. Click on the Add New button to add a new user.
    1. Select From - Select the type of user (Parent, Teacher, etc).
    2. This Person - Based on the Type of User selected, this field will list the users that are under that type.
    3. Connected To, Role As and For - These fields are populated because you are adding a user directly from the Role.
    4. Click Save. 
  5. The users added to this Role will be listed on this page to view, edit or delete if needed. 

TIPS

Create even more organizations to identify groups within your school. 

  • Chess Club (Create Roles like Team Leader or Team Members and assign any users to this organization including students).
  • Volunteer Board 
  • Directory Chairs
  • Newspaper Committee 
  • Patrol Team 
  • Book Club
  • Fall Soccer Team

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