This article outlines the various ways that you can onboard all your institution's users, helping you to decide which method suits you best.
This article is for ADMINISTRATORS. 💾
Our digital tools are built to offer you flexibility. 😀
When it comes to adding users to your Engage platform, there are a few different methods. The option you choose will depend on your institution's unique setup and needs. 🤔
To make the decision easier, we've outlined your options and provided you with a few things to consider:
|Google Directory integration or
Note: This feature is only available for ENGAGE ENTERPRISE tier clients.
Microsoft/Google institutions signed up for Engage are able to pull all accounts from their Directory and link these to Snapplify so that individuals can use their accounts to sign in to Engage.
The sync is live, making this a powerful tool for streamlined user management.
Students use the same account for school emails and other systems to access the Engage platform and Snapplify Reader app, simplifying access for students and educators.
|Currently no grade data is pulled across from directory integrations so Organisational Units (OU) should be imported one at a time and assigned to relevant groups in Engage. Failing this, each individual will need to join a group manually in Engage when all accounts have been imported in bulk.|
|User invites||Bulk-inviting users via email addresses allows your students and educators to create their own accounts on your Engage platform.||
Each individual will be automatically sent an email with step-by-step instructions to create their own account on your school platform:
If the individual is a member of staff and needs a user role other than Learner, your administrator will need to update their access once they have joined the platform.
|CSV imports||Creating accounts for each individual and bulk-importing these to your platform so that they can sign in.||
Importing gives you the power to assign classes and groups, passwords and account logins if you do not have a school directory.
You can use a generic password, which students can reset as required.
By creating the accounts, you can immediately set up class groups and prepare for end-of-year purchasing.
|You'll need to ensure that your user data is formatted correctly before proceeding with the bulk import. We can help you with a template to structure your CSV file.|
|Authorised domain||Authorise specific domains so that anyone with an email address ending with that domain will be able to register and join your Engage platform quickly and painlessly.||
Authorising your domain allows your students and staff to be recognised as part of your Engage platform.
You will need to email everyone who uses this domain to let them know that they now have access. We can help with an email template.
If you share a domain with other schools in your school group, authorising your domain gives everyone access.
If the individual is a member of staff and needs a user role other than Learner, Admin will need to update their access once they have joined the platform.
Need help? Use the live chat in the bottom right corner of your screen or email us at firstname.lastname@example.org.