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Students section

This section contains information about all students enrolled in the workspace of a selected school, as well as functionality for managing student accounts.

On the main page of the "Students" section, a general list of students studying at the selected school is displayed, along with filters that allow you to optimize the search for an individual student or a group of students.
The following filters are available to use:

  • Full name of the student
  • Phone number
  • Email
  • Student's personal file number
  • Programs
  • Tags
  • is inclusive?
  • is individual?
  • sections

You can manage the selection and display of columns for the aggregated students' table by clicking the “Columns” button in the top right corner of the page.

Registering a New Student in the School Workspace

There are three ways to add a student to the school workspace.

Option 1 – Invite

To invite a student to register in the school workspace, follow these steps:

  1. Go to the “Students” section in the left menu panel.
  2. Click the “Invite” button in the top right corner of the page.
  3. New form with two fields to fill in will appear:
    Field 1 – a link for students to register in the school workspace.
    Field 2 – a field to enter the email address of the student to be added.
  4. Enter all email addresses of the students you want to add to the platform in the “Email addresses” field.
  5. Click “Send Invitation”.
  6. Students whose email addresses have been entered will receive an invitation email to sign up.
  7. Students need to click the “Sign Up” button in the email they've received.
  8. After clicking “Sign Up”, the student will be redirected to the registration page in the school workspace obtaining a “Student” role .
  9. Student will need to fill in the following fields:

    • Last name
    • First name
    • Middle name
    • Email
    • Phone number
    • Password
  10. After completing the registration, the students will receive an email with their login credentials.

  11. Once the students log into their accounts, their name will appear in the “Students” list highlighted in yellow. This indicates that the new student account needs to be activated.
  12. Click the blue context menu button to the right of the student’s name and select “Activate”.
  13. After the account is activated, the student will see the school workspace at the top of their account panel.

Option 2 – Import

To import a list of students to add to the school workspace:

  1. Go to the “Students” section in the left menu panel.
  2. Click the “Import” button in the top right corner.
  3. On the import page, click “Add” in the top right corner and drag the file with the student list into the “File” field.

    Related User Guidelines:

    Import Student List

  4. After the import is completed (status “Completed”), you can send the sign-up link to the student. The sign-up link to the school workspace is provided to the School Administrator by the platform administrator while onboarding.

  5. If the student’s email address was added into the import file table, this bypasses the registration step via the school link. In this case, the school admin or teacher simply needs to send the login credentials to the student.
    Steps:
    5.1 Click the blue context menu icon to the right of the new student’s name and select "Credentials”.
    5.2 A new form will pop up with the following fields:

    - Login
    - Email
    - Password

    5.3 The email field will already be filled in, as it was imported from the file. The password field will be empty.
    5.4 Click “Change” to the right of the password field. The system will automatically generate a password.
    5.5 Click “Submit”.
    5.6 Once changes are saved, the student will receive an email with their login credentials.
    5.7 The student can later change this password via Settings -> Security in their account.

Option 3 – Add Manually

  1. Go to the “Students” section in the left menu panel.
  2. Click the “Add” button in the top right corner of the page.
  3. Fill in the new student record, which includes the following fields:

    - Last name
    - First name
    - Middle name
    - Phone number
    - Student's personal file number
    - Gender
    - Date of birth
    - Drop out information - Parents information
    - Parents' jobs information
    - Contact information
    - Is Inclusive?
    - Is Individual?

    Required fields are marked with a red asterisk.

  4. After the student is added to the school workspace on the platform, you can send them the sign-up link provided by the platform administration while onboarding.

    Related User Guidelines:

    Change Student's Email

Exporting the Students List

  1. To export the student list to a separate document with all information displayed in the “Students” section, click the “Export” button in the top right corner of the page.
  2. The document will be exported as a .csv table.