Creating Affiliations in Class+

Once you’ve logged in, locate and click the Affiliation tab:

After clicking add affiliations, we’ll begin by creating a Parent Affiliation. One of the first things you’ll notice the parent affiliation drop down box. This is where you would assign a parent affiliation. Genius uses a hierarchy system, referred to as parent and child, as it relates to organization. Affiliations affect actions and view permissions, which refer to a user’s ability to access information at their (parent) affiliation level, and any (child) or sub affiliations nested under it. If you are creating a parent affiliation or would like to create a stand-alone affiliation, you will leave this blank.

For this example, we will use a School District as the Parent affiliation and other buildings within the district as sub affiliations or children to the parent affiliation. The Parent Affiliation used in this instance would be setup for users such as a super-intendant or Central office user since they would be over all the district’s buildings, so we’ll leave it blank. When you are finished creating the affiliation, click save at the bottom.

Next, we will create a child affiliation called High School with the Parent Affiliation being the school district itself. After clicking add affiliations, the process will be similar. The parent affiliation box is used to associate your new child affiliation under a parent affiliation. The contact information could be the high school principal or administrator who would have permissions pertaining to the high school. When you’re finished, click save at the bottom.

Affiliations can be set up in many ways and are crucial when managing who has access to what data. As mentioned above, leaving the parent affiliation blank can also create a stand-alone affiliation, which could be useful for creating a unique group of users that need access to the same data. By grouping users into an affiliation, you are granting them access to the data based on their role. In these examples, we created a School District (Parent) and High School (child/sub) affiliation. The main page under the affiliations tab will display active affiliations and basic information such as the affiliations contact name, email address, and more. If you click on a parent affiliation, it will display the child or sub affiliations that are associated under it.

If you ever need to edit an affiliation, locate the affiliations profile page, and click “edit information.” This will allow you to change the basic information associated with the affiliation when necessary, such as changing phone numbers or contact names.