How do I create sending school accounts?

1. Navigate to the sending schools management page

2. Click on the action button beside the sending school you'd like to add school accounts to

3. Click on School Accounts

4. Click on New

5. Add a First Name

6. Add a Last Name

7. Enter their job title

8. Choose a username for the account

9. Specify the user's email address

10. If you check "send email with password", an email will be sent to the users email upon successful account provisioning

11. Specify a temporary password

The user will be asked to change this password on their first login.

12. Choose a disable on (optional)

If you only want the account to be usable until a particular date, you would specify that date here. If you'd like the account to be active indefinitely, leave this field blank.

13. Choose any custom roles for this account

14. Choose all of the sending schools this user should have access to

15. Click on Add School Account

Updated on: 20/03/2024