How To Invite Users + Edit Enrollments Manually

Overview

This article is intended for System Administrators to manually roster the following users:

• Principals
• Counselors
• School Administrators
• Choose one of our other rostering methods to roster Teachers and Students. 
  • You may consider sending teachers or non-admin users a one-time manual invitation, especially if you use an automated rostering method and it is difficult to include them in your sharing rules.
• Email us at [e-mail] if you need to add another System Admin.

Rostering admin with Clever/ClassLink: If you are a Clever/ClassLink Admin, did you know you can roster your admin automatically via Clever or ClassLink? Add any admin to the "staff" user type in Clever or the "administrator" user type in ClassLink, and notify us at [e-mail] so we can set up user mappings for these users.

If you are a Principal or School Administrator: Please see Manual + Class Code Rostering and scroll down to the section "Adding School Admins."

How to Invite a User

1. Log in as a System Administrator to the Wayfinder Web App.
2. Click on the "System Admin" tab on the navigation bar.
3. Click on "User Administration" at the very right.
4. Click on "Add User."
   
5. Type in the First Name, Last Name and Email Address of the user
6. Use the dropdown to select a role. Click here to learn more about account types. 
7. Leave the "Send Invite" box checked if want to send the user an email invitation. 
8. Click on "Invite."

How to Adjust User Enrollments

Each user is provided an "enrollment" when they are rostered in Wayfinder. To grant them access to more than one role, you will need to add additional enrollments to their profile. We call this type of access "multi-role access." 

1. In User Administration, search for the user by their name or email. 
   
2. Click on the horizontal ellipses on the right-hand side, and click on "Edit Enrollments."
   
3. A user will have an enrollment for every unique combination of role, school, and term. For each enrollment, you can view the following information: 
   • School Name
   • Role
   • Term
   • User Data: Indicates which data is captured for each user to be viewed on your dashboard (learn more at How to Edit User Data on Admin Dashboards).
   • Classes: Indicates which classes a Teacher or Counselor is linked to. Principals, School Admin, and Counselors have access to all classes.
   • Source: Indicates the source of the data, whether through an import (flat files, SFTP, Clever, or ClassLink) or created manually. Manual enrollments will not be overwritten by imports, and need to be managed manually as well.
4. To add an enrollment, click on the "Add Enrollment" button at the top right of your screen.
   
5. Select a term. To manage your terms, see Managing Terms.
6. Select the school they need access to. To adjust your school list, contact [e-mail].
7. Select a role for the user. See Account Types Overview for a list of all the roles.
8. Leave the "content completions" and "content views" checked. For more information on user data, see How to Edit User Data on Admin Dashboards.
9. Click on "Submit."
   
10. A new row will appear for the enrollment you created, and the user will have access to their new role within the school and term you designated.
11. If applicable, send the user instructions on how to navigate their new roles: How to Change Your Role + How to Change Your Term.