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This article will explain how to upload and create principal accounts in CLI Engage.

 

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Prerequisites 📋:

  •  School must be active in CLI Engage

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  •  Must have user’s required information (name, school, and email address)

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  •  Ensure user doesn’t already have an account - using the email analyzer under user management

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\uD83D\uDCD8 Instructions

The following steps will go over how to create one principal account at at time:

  1. Look up the school/ISD on the website.

  2. Confirm that the individual is listed.

  3. If the individual is not listed, then we need to reach out to a CDU/CDS for the district.

  4. Choose ‘Class and Student Management’ from your dashboard under ‘Administrative Tools

  5. Choose ‘User Management

  6. Choose ‘Principal

  7. Choose ‘Add Principal’

  8. Input all required fields:

    1. Community Name

    2. School Name

    3. Principal's Name

    4. Principal's Email Address

    5. Comments ‘Created xx/xx/xx’ - Optional

  9. Choose ‘Submit & Invite

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If you need further assistance, please submit a help ticket.