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Group Management

Groups (ex: Districts, Schools, Classrooms) help keep your data organized to streamline user access, reporting, and managing students.

Shawn Wood avatar
Written by Shawn Wood
Updated over a week ago

How to Access Group Management

  1. Browse to your Group

    After logging in, browse to the group you would like to work within

  2. Select the Groups tab

    NOTE: If you do not see the "Groups" tab, you may need to navigate up a level by clicking on the school name toward the top "path"

    Once you select a group, you will be on the "Dashboard". From there, look for a tab labeled “Groups”, “Schools", "Classes, or similar.

Adding a New Group

  1. Select “Add Group”
    To add a group, look for a button labeled “Add Group”, “Add School", "Add Class, or similar.

  2. Enter Group Details

    • Group Name: Provide a clear, descriptive name that follows your organizations naming convention.

    • Type: Typically this will be "Class" and affect how the information is displayed for that group

    • Additional information can be added for reporting purposes

Editing an Existing Group

  1. Find the Group
    In the list of groups, locate the group you want to modify.

  2. Click the Edit Icon
    Click the pencil (“✏️”) icon or “Edit” action next to the group’s name.

  3. Update Group Details

    Change the Group Name, Type, or other information.

Adding Users/Educators to a Group

  1. Select the "Educators" or "Users" Tab
    For the selected group, you will see the current Users assigned to that group.

  2. Select “Add User" or "Add Educator"
    Email: Email address they use for their organization (work email)

    Status: Active

    First and Last Name

  3. Select the Role:

    Choose from a list of roles. Typically Teachers will be "Examiner Level 3".

  4. Assign the Educator/User to group(s)

    Check the box of the group(s) that you want them to have access to.

  5. Save the user

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