Create user accounts for all of the users/employees in your district who will be using any part of Eduphoria. There are two ways user accounts can be created:
- Use a wizard to create individual accounts.
- Import a data file to add a large number of users.
Creating New User Accounts Using the Wizard
Manually adding user accounts is best when there are a few new users to add.
Log in to Management.
Under the Organization tab, select Manage Users, then select Create a New User to launch a wizard that will guide you through the process.
Creating New User Accounts by Importing Users
Create new user accounts from a CSV (comma delimited) file. This method is best for adding a large group of users at one time.
Under the Organization tab, select Manage Users, then select Import Users to launch a wizard that will guide you through the process.
Any time you perform an import, remember to be very precise with the formatting of the file. Select Download Template to access a CSV file in the recommended format. Open the file in your preferred spreadsheet application. If you are using Google Spreadsheets, create a new spreadsheet and import the template into the spreadsheet. When you are ready to import, you will need to save the file as a CSV.
Refer to this sample import file for additional guidance.
The following are required fields to create user accounts:
- First Name
- Last Name
- Email Address
The school name column must exactly match the name of a school that already exists under your Manage Schools tool. For multiple schools, use a quoted, comma-separated list of school names, for example: “School Name1,School Name2”.
The remaining fields are optional to fill out but are necessary column headers for the spreadsheet. For the import to be accurate, all column headers must be included even if their fields are left blank.
Once you have prepared the CSV import file, select Choose File to begin.
Upon importing, the wizard will immediately notify you if there is an error in the file by providing you with basic error messaging to help you pinpoint the problem.
Choose the Back arrow and select the file again after correcting the mistake.
Here are some basic troubleshooting tips:
- Ensure all required fields are filled out.
- Match school names exactly as they are shown in School Management.
- Follow the required formatting, especially for date fields.
- Make sure you have all the column headers exactly as listed in the User Import.
- Do not include an asterisk (*) in the required field columns.
With an error-free file, continue following the wizard’s instructions. When asked for a password, select a default password for new users to input during the initial login. Users with new accounts will be prompted to change this password during the initial login. Inputting a default password will not impact existing users.
You can also fix capitalization and send a welcome email to new users if desired. Eduphoria recommends that you choose to fix names if the user data is in all caps. Selecting Next will complete the wizard and create all new user accounts.
You will receive a confirmation that the list of users was imported.