Create Users and Assign Roles in Class+

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

To begin the process, you will first need to select the affiliation that the user is going to be assigned to. Once you are on the profile or details page of that specific affiliation, you should look for the option labeled add users and click on it. This step will allow you to enter essential information about the user, including their first name, last name, username, and password. If you prefer not to fill in the username and password fields, the Genius system has a convenient feature that will automatically generate these details for you. After you have completed filling in the necessary information, you can finalize the process by clicking the create button, which will successfully create the user with the designated affiliation role.

Next, we will outline the steps required to create a user with the role of a teacher. To start, click on the Teacher's tab, and then proceed by clicking on Add Teachers. This will take you to a new interface where you can input the relevant details for the teacher.

The information you will enter here is similar to what was previously required for creating a user, but there will be a few additional fields to complete in various sections. It is important to note that if you are logged in as an affiliation user, the options for affiliation that you can assign when creating any user will be restricted to your affiliations. Additionally, you will have the opportunity to set the teacher’s enrollment cap at this stage. Once you have filled out all the necessary fields, make sure to click save. After doing so, the teacher should now be visible under the affiliation to which they were assigned.

Now, let’s move on to the process of creating a student user. Start by clicking on the Students tab, and then click on the option to add a student.

You will observe that when creating student accounts, there is a greater amount of information that can be associated with their profiles compared to the other two roles we have discussed. The Guardian Contact Information section is particularly noteworthy, as it not only collects the guardians' information but also facilitates the creation of accounts for them. Furthermore, the Additional Information section is crucial as it allows you to reference any “Additional Educational Identifiers” that a student may possess. Once you have entered all the relevant information, click save, and the student should now appear under the affiliation they were assigned.

Finally, let’s discuss the process of adding a Coach. It is important to note that, in contrast to the other user roles, a coach cannot be added through the Coaches’ tab. Instead, this action must be performed by an Administrator within the administration tab. Begin by clicking on the administration tab, followed by clicking Add user.

It is crucial to understand that if you do not assign an affiliation during this step, the user created will have access to all affiliations available in Genius. After the coach has been created, they can be linked to students throughout the system by navigating to a student’s main page and selecting the “Associate to Coach” option.