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:
Option | Description | Approach | Considerations |
Google Directory integration or | Automatically sync user accounts from Google or Microsoft directories. This integration keeps your user data up-to-date in real-time, reducing administrative tasks and ensuring seamless access for students and educators. | The live sync simplifies user management, letting students use their school email accounts to access the Engage platform and Snapplify Reader app. | Requires initial setup and permissions. Best for institutions already using these directories. Ensures real-time updates and accurate user data. Reduces manual administrative tasks. |
| Email invites to each user | Send email invitations for users to create their accounts. This method supports single sign-on (SSO) with Google or Microsoft or allows user to create their own username and password. | Each individual will be automatically sent an email with step-by-step instructions Users need to check their email for invites so this is only Ideal for smaller groups or when personalization is needed. | This is a Manual process but supports bulk sending. If the individual is a member of staff and needs a user role other than Learner, your admin will need to update their access once they have joined the platform. |
| CSV imports | Import users in bulk using a CSV file. This allows for quick setup of multiple accounts, with flexible options for assigning passwords. Ideal for efficient large-scale user management. | Importing gives you the power to assign classes and groups, passwords and account logins if you do not have a school directory. By creating the accounts, you can immediately set up class groups and prepare for end-of-year purchasing. | Requires preparation of a correctly formatted CSV file. Useful for adding large numbers of users quickly. Allows control over password setup. Best for institutions familiar with CSV file handling. |
| Authorised domain | Authorize a domain to automatically recognize users during sign-up. This simplifies account creation and grouping, making it easy to manage users from large institutions without manual intervention. | Authorising your domain allows your students and staff to be recognized 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. |
| Sign-up links | Generate secure sign-up links for users to create their accounts. Share these links directly with users, providing a convenient and secure way to onboard new members while maintaining control over user roles and groups. | Each individual can use the sign-up link to add themselves to your Engage platform | Links need to be distributed securely. Convenient for user-initiated sign-ups. Good for flexible, on-demand user additions. |
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