How to Use the Check for Principal Accounts in CLI Engage Under School Management
Use this guide when a principal or director is not appearing correctly in CLI Engage, cannot be selected in a tool, or needs to be connected to a school. This is especially helpful in School Management and Texas Rising Star workflows, where a missing principal/director connection can block assignments or limit access.
When to use this: If a director checkbox is grayed out in the Caseload Management Tool, or a school appears to be missing its principal/director connection, go to School Management and use Check for Principal Account.
Best practice: Before creating a new principal/director account, always verify whether the person already has an existing CLI Engage account. This helps prevent duplicate accounts.
Quick steps
Log in to CLI Engage.
Open Administrative Tools.
Select Class & Student Management.
Open School Management.
Search for the school.
Open or edit the school record.
Click Check for Principal Account.
Review whether a principal/director account is already associated with the school.
If needed, create or update the principal/director account in User Management.
Return to the school and confirm the account is now linked.
What the button does
The Check for Principal Account option confirms whether the school already has a principal/director account associated with it in CLI Engage. Several tools rely on this connection being in place.
If an account is linked: the principal/director should appear where the system expects a school leader account.
If an account is not linked: the user may not appear in School Management workflows, and some assignment options may remain unavailable.
A common example is the Texas Rising Star Caseload Management Tool. If you cannot select the Director for assignment and the checkbox is grayed out, the Director’s CLI Engage account is likely not yet associated with the school.
Detailed procedure
Go to School Management
From the dashboard, open Class & Student Management, then select School Management from the left-side menu.Find the school
Search by school name, district/community, or other available search fields. Be sure to select the correct school record.Open the school record
Click the school name or use the available open/edit action to view school details.Select Check for Principal Account
Use the button or action labeled Check for Principal Account on the School Management page.Review the result
The system should indicate whether a principal/director account is already tied to that school.Confirm the matching information
The person’s name must match exactly as it appears in CLI Engage if they already have an account. The email listed must match the user’s primary email address on the account. The email address cannot be a shared email address.If no account is found, create or correct it
Go to User Management and verify whether the user already exists. If not, create a new Principal/Director account. If the user exists but is tied to the wrong school, district, or account type, update the existing record through the appropriate process or submit a help ticket if needed.Return and verify
Go back to School Management, run the check again if needed, and confirm the principal/director is now associated with the school.
If the account does not exist
If the principal or director does not yet have an account, create one in User Management.
Important: Use the email analyzer in User Management before creating a new account. If the user already has an existing CLI Engage account, do not create a duplicate.
Open Class & Student Management.
Select User Management.
Use the email analyzer to search the user’s email address.
If no matching account exists, open the Principal or Principal/Director area.
Choose Add Principal or the equivalent add option.
Community name
School name
Principal/Director first and last name
Email address
Click Submit & Invite.
If the user already has an existing account but it is tied to the wrong account type, school, or district, follow the account update process or submit a help ticket.
Troubleshooting
If this happens | Likely cause | What to do |
|---|---|---|
Director cannot be selected in Caseload Management | The director’s CLI Engage account is not associated with the school | Go to School Management and click Check for Principal Account under the Primary Contact section |
Principal/director does not appear in User Management search | No account exists, or the search used a different email or name | Use the email analyzer and search alternate names or emails before creating a new account |
User exists but is still not connected to the correct school | The account may be assigned to the wrong school, district, or role type | Correct the account assignment or submit a help ticket for account updates |
Director receives CQIP email but cannot access the link | The school’s primary contact email may not match the director’s account email, or the user may be signing in with the wrong account type | Verify the school page email and confirm the user is logging in with the correct Principal/Director account |
Director receives Mentor Visit Form email but cannot access the link | The school’s primary contact email may not match the director’s account email, or the user may be signing in with the wrong account type | Verify the school page email and confirm the user is logging in with the correct Principal/Director account. |
The email was updated but the Director still cannot sign/view the form | The email was updated after the CQIP or Mentor Visit Form was sent. | Duplicate the CQIP or create a new Mentor Visit Form with the same visit date and information to enable a signature |