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Add people to your district

Invite teachers and staff by email, then set their school.

Written by Justin Hume

Before you start: you need the Network Admin role. That's what Proserva calls a district admin.

Invite someone

  1. In the top bar, click Manage.

  2. Click Users.

    Top bar with Manage marked 1 and Users marked 2
  3. Click Add Users.

  4. Click Invite User. To add a whole school from a spreadsheet, pick Upload CSV instead.

    Add Users menu with Add Users marked 3 and Invite User marked 4
  5. Type their email address in the search box. You can paste several addresses at once.

  6. Click Invite next to the address.

    Invitation window with the search box marked 5 and the Invite option marked 6
  7. Check that Invite to Northwind Schools is ticked. You'll see your own district's name here.

  8. Click Invite.

    Invitation window with the Invite to Northwind Schools box marked 7 and the Invite button marked 8

Set their school

  1. Find the person in the list and click their name to open their profile. Click Edit.

    Profile buttons with Edit marked 1
  2. Open the Current Position tab.

  3. Pick their school in School / Site.

  4. Click Save Changes.

    Edit Profile window with Current Position marked 2, School / Site marked 3 and Save Changes marked 4

Making someone an admin or a coach? In the same window, open the Profile tab. Set Role to Network Admin for a district admin. For a school admin, set it to Site Admin, then add them to their school: Manage › Schools, then + under Site Admin(s). Tick Give Coaching Access if they coach others. Roles in Proserva has the details.

What happens next

  • New people join your district straight away.

  • People who already use Proserva with another organization get an invitation. They join once they accept it.

Proserva doesn't email new people when you add them. Tell them to sign in at app.proserva.co with the email you used. They don't need a password: Proserva emails them a sign-in code.

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