Proserva

Cam Bayly

Justin Hume

Nora Donovan

Manage district-wide users, data, learning, and reporting.

Network Admin

How to Manually Add Users

Updating a User's Role

For Administrators – Deactivating a Teacher’s Account

Find guidance for managing users, roles, permissions, and account access.

Managing Users and Access

Learn about the three core roles in Proserva: Standard Teacher, Site Admin, and Network Admin. What each one can do, and common scenarios for how districts assign them.

Understanding Roles in Proserva

Find introductory guidance for navigating and using the Network Administrator view.

Getting Started and Navigation

Comprehensive Guide to CSV File Uploading for Proserva

Uploading and Updating District Data

SFTP Upload

Find guidance for uploading, updating, and managing district data in Proserva.

District Data and Integrations

Creating and Managing Conferences

Feedback can be kept private until coaches are ready to release it. Here's how that works.

Keeping Conference Feedback Private Until You’re Ready to Release It

Find guidance for creating, managing, and reviewing conferences and feedback.

Conferences and Feedback

District Level User Reporting

Rubric Reporting by Group

Find guidance for accessing and using network-level reports and data.

Reporting

How to Create and Manage Rubrics in Proserva

Find guidance for creating and managing rubrics, forms, and evaluation resources.

Rubrics and Evaluation Tools

How to Export CEUs to PELSB

Export training and recorded hour data directly from the Licensing tab

Exporting Bulk Added CEUs and Certificates

Admin Renewals for Districts

Bulk Add CEUs

District requirements provide a centralized way to track required professional learning and training initiatives, such as READ Act training.

How to Track READ Act and Other District Requirements

Find guidance for managing continuing education, licensure, and renewal-related processes.

CEUs and Licensure

Build a New-Hire Resource Course in Proserva

Find guidance for creating courses and new staff in Proserva.

Courses and Staff Onboarding

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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