Staff Management in the School Workspace

⚠️ Administrator role is required.

This guide describes how an Administrator can add, invite, import, edit, and remove teachers on the platform.

1. Log in to the platform using an Administrator account.

2. In the main menu, go to the Staff section.

The following options are available on the page:
- Archive
- Invite
- Import
- Add

Inviting a Teacher to Sign-up

1. Click the Invite button in the top-right corner.

2. In the invitation form, enter the teacher’s email address.

3. Click “Send Invitation”.

The teacher will receive a registration link to join the selected school workspace on the platform.

1. After a teacher completes the sign-up flow, a new record will appear on the yellow-colored background in the Staff section of the panel menu on the left.

2. Click on the blue three-dot context menu icon to the right of the new teacher record and select "Activate".

3. Now the teacher has been joined to the School Workspace and has access to Journals, Schedule etc.

Importing a List of Teachers

1. Click the Import button.

2. Upload a .csv file with the list of teachers according to the “Data Import” instructions.

This option allows to add the entire list of teachers to the platform at once.

Adding a Teacher Manually

1. Click the Add button.

2. Fill in the teacher profile fields:

   • Last Name
   • First Name
   • Middle Name
   • Phone
   • Role:
     • Administrator
     • Teacher
     • Principal
     • Deputy Principal
   • Subjects — select subjects from the list

3. After filling in all required fields, click Submit.

Fields marked with a red asterisk are mandatory.

A new teacher record will appear in the teachers list.

Managing a Teacher Profile

The following management options are available for each teacher record in the Staff list:

• Edit
  Allows you to modify previously entered teacher profile information.

• Credentials
  Contains the teacher’s login credentials for the platform:
  -Email
  -Login
  -Password

• Remove
  Removes the teacher from the selected school’s staff list.

Related User Guideline:
Change Teacher Login Credentials

Adding or Editing a Teacher’s Phone Number

1. Log in to the platform using an Administrator account.

2. Go to the Staff section in the main menu.

3. Find the required teacher in the list using filters such as Teacher’s full name, Phone, Email, or Role.

4. Click the blue three-dot icon to the right of the teacher’s name.

5. Select Edit.

6. In the opened teacher profile card, find the Phone field.

7. Enter or edit the phone number starting with the international country code.

8. Click Submit to apply the changes.

Removing a Phone Number

1. Follow steps 1–6 from the instructions above.
2. Completely delete all digits from the Phone field.
3. Click Submit.

The phone number will be removed from the teacher’s profile.

Assigning a Form Teacher

1. Go to the Settings section in the main menu on the left.
2. Click "Sections".
3. Choose a required section.
4. Click the blue three-dot-icon to the right of the required section.
5. Choose "Edit".
6. Look for the "Form Teacher" field.
7. Find the required teacher's name in the drop-down list of teachers.
8. Click "Submit".
9. The assigned Form Teacher immediately sees the *"My Section" in the main menu and all the options of section management.