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Setting Up and Managing Users

PLEASE NOTE: Only Admin Users can set up, edit and delete users.

 

Set Up New Users

  1. Log in to the Know My School using your Admin details
  2. Click on the menu icon in the top left-hand corner
  3. Click Admin
  4. Click the icon under organisation users (if nothing happens, make sure that your organisation name is selected on the left-hand side)
  5. Enter the user’s email address
  6. Enter the user’s first and last name
  7. You can type the user’s display name manually; however, you can leave this blank, and it will automatically display as the user’s full name
  8. Leave the Password fields empty
  9. Select the User Type 
    • Organisation Staff – only able to access Improvement Hub
    • Organisation Admin – able to access Inspection Coach & Improvement Hub
    • Governor – only able to access tasks in Improvement Hub where the ‘Is visible for Governor’ box has been ticked
  10. Leave the Activate Account box unticked
  11. Click Create

A welcome email will automatically be sent to the user to set up their own password and activate their account (please note this email is only valid for 30 days before it expires).

 

Edit Users

  1. Log in to the Know My School using your Admin details
  2. Click the menu icon in the top left-hand corner
  3. Click Admin
  4. Click on your school name so that it highlights in blue
  5. Click on the user’s name so that it highlights in blue
  6. Click on the edit icon on the Organisation Users toolbar
  7. Make the required changes
  8. Click Save Changes

 

Delete Users

  1. Log in to the Know My School using your Admin details
  2. Click on the menu icon in the top left-hand corner
  3. Click Admin
  4. Click on your organisation name so that it is highlighted in blue
  5. Click on the user’s name so that it is highlighted in blue
  6. Click on the delete icon on the Organisation Users toolbar
  7. Click Delete – Please note that this user will be permanently deleted

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