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 Invitations button in the upper-right corner.
2. A page will open displaying all teachers and school staff who have been invited via invitation links.
3. Click the "Invite" button in the upper-right corner.
4. A new form to fill in will be opened:
   • Field 1 — selected role (Teacher, Administrator, Vice Principal, Principal, etc.).
   • Field 2 — a field for entering the email address of the staff member to be added to the workspace.
5. In the "Email Addresses" field, enter all email addresses of the teachers you want to invite to the platform.
6. Click "Send Invitation". By default, the invitation link remains valid for one week from the date it is sent.
7. Teachers whose email addresses were entered in the field will receive a registration invitation email at the specified email address.
8. The teacher must click the "Register" button in the email they received.
9. After clicking "Register", the teacher will be redirected to the registration page of the school's workspace with the "Teacher" role.
10. The following fields must be completed:
    • Last Name;
    • First Name;
    • Email Address (this field will already be filled in automatically);
    • Phone Number;
    • Create a Password.
11. After completing registration, the teacher will be redirected directly to their new account. The account has not yet been added to the school's workspace. This request must be approved by the educational institution administrator. The teacher will also receive an email containing their account login credentials.
12. After the teacher logs in to their account, their first and last name will appear in the invited staff list with the "Accepted" status.
13. The teacher's request to join the school's workspace will appear in the "Teachers" section highlighted with a yellow background. This means that the new teacher account must be activated.
14. Click the blue context menu button to the right of the teacher's name and select "Activate". Confirm the action.
15. After these actions, the teacher will gain access to the school's workspace, Journals, class schedule, and other available features.

Invitation statuses:

• accepted — the teacher followed the invitation link and registered on the platform;
• pending — the teacher has not yet completed registration;
• revoked — the invitation link was revoked by the administrator.

Actions Available for Invitation Links

The educational institution administrator can:

• resend the invitation link - if the teacher did not complete registration within one week. A new link will be generated and the previous one will be deactivated.
• copy the link — copy the invitation link and send it through other communication channels besides email (messengers, etc.).
• revoke — revoke an active invitation link. The teacher will no longer be able to register using that link after it has been revoked.

For performing these actions:

1. Go to the Teachers section.
2. Click the Invitations button at the top of the page.
3. Select a teacher from the list.
4. Click the context menu button on the right and select the desired action:
   • resend
   • copy link
   • revoke
5. Confirm the action.

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.