How do I Create School Specialist Accounts and Grant Access to Campus Data?

This article explains how to create a School Specialist account and give the user access to campus data.

Prerequisites

School must be active in CLI Engage

Get approval from a district administrator or principal/director with the community/district

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

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

Follow these steps to create one School Specialist account at a time.

From your Dashboard view, find the Administrative Tools banner, then select Class and Student Management.
Select User Management.
Select the School Specialist tile.
Select Add School Specialist.
Enter all required fields:
1. Community name
2. School name
3. School Specialist’s first and last name
4. School Specialist’s email address
5. Optional: In the Comments field, enter Created by [your initials] on [date created] (mm/dd/yy).
Select Submit & Invite.

After the page refreshes, find the user’s account under School Specialist. Then grant access to campus data.

Select the Assign Classes action button on the right side of the user’s account.
On the left side, select each class that the user needs to access.
Select the red arrow button, Assign User to Selected Classes.
Select Back.

The user will now have access to all assigned classes.

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