Scope
Steps to manage new and existing users.
Instructions – Add Users
- Go to Admin > Users.
- Click Add to open the Add User window.
- Enter the Username and Password.
- Note: The username/password must be at least six characters long and include two numbers.
- In Teacher Name, type in the user’s name e.g., Mr Smith.
- Note: This name can be appended to the end of your messages. Read our guide for further information: Teachers2Parents: Append User’s Name to Messages.
- Tick Admin Access if the user needs to use the admin settings.
- Tick Report Access if the user needs to view the delivery reports.
- Tick Text Access if the user will be sending messages via Teachers2Parents Text Service. This option cannot be ticked if your school does not use this product.
- Tick Email Access if the user will be sending messages via Teachers2Parents Email Service. This option cannot be ticked if your school does not use this product.
- Tick Forms Access if the user needs access to the Teachers2Parents Forms module. This option cannot be ticked if your school does not use this product.
- Click Save.
- Note: When the username has been created, it may automatically apply a prefix e.g., library. Always include the prefix when logging in with this user.
Instructions – Edit Users
- Go to Admin > Users.
- Double-click on the relevant user or select them and click the Edit button.
- This will open the Edit User window where you can change the password, the user’s name, and add/remove their access to parts of the accounts.
- Click Save to apply the changes.
Instructions – Delete Users
- Go to Admin > Users.
- Select the user you want to remove to highlight them.
- Click Delete.
- In the confirmation window, click OK.
- This user will be deleted from that list and can no longer be used to log into Teachers2Parents.