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

CREATE A PRINCIPAL.mp4

 

Prerequisites 📋:

  • School must be active in CLI Engage

  • 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

If the user has an existing account, please submit a help ticket and request to have their existing account updated to a different account type, school, or district.

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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