Adding/Editing/Removing Individual Students
- Under “People”, click “Students”
- To Add, click the green “+ New” button towards the top right of the screen
- To Edit, find the student listed, click the pen icon (Edit) to Edit.
- To Remove, find the student listed, click on the trash can (Delete) icon.
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Adding Students in Bulk
Under “People”, click “Students” Click “Import” to open a pop-up Click to download the XLSX file Fill the XLSX sheet Upload the XLSX Choose desired “Import Settings” in the lower left corner, then click “Continue” Review the data and click “Continue” ...
Editing Individual Contacts
Click “Contacts” Use the search bar to locate the contact to be edited. Click pen (Edit) on the line of the desired contact. Complete necessary edits. Click “Ok” to save.
Adding an Individual Contact
Under “People”, click “Contacts” Click “+ New” to the far right Add all information including first and last name, title, phone, phone extension, email, etc. To add a picture, click on the blank picture under “Image” and select a photo that is ...
Adding/Removing Recipients to a Form
Add a recipient: Click "Forms" Choose "Edit" on the desired form Click the + button next to "Send responses to" Add the email of the person that you are wanting the responses to be sent to Click "Ok" Remove a recipient: Click "Forms" Choose ...
Adding Accounts to Secured Access
Add New Accounts(s) Individually Click “+New” Enter first name, last name, email, and role. - Check “Lock Profile” to keep users from editing their name and email and “Lock Role” to keep users from editing their role. Click “Create Accounts” *To ...