Create Users and Assign Roles in Class+

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

First, click on the affiliation that the user is going to be assigned to. When you’re on that affiliations profile or details page, click add users. Here, you will enter the user’s basic information, such as their first and last name, and their username and password. If you leave the username and password fields blank, Genius will automatically assign them for you. When you’re finished, clicking create will create the user with the affiliation role.

Next, we’ll go over the steps to create a user with the teacher role. Click on the Teacher's tab, then click add teachers.

You’ll be entering information similar to what we did before, but with a few extra fields to fill in under the various sections. If you are an affiliation user, the affiliation options you can assign when creating any user are limited to your own affiliations. The teacher’s enrollment cap can be assigned here as well.  When you are finished, click save, and your teacher should now appear under the affiliation they were assigned to.

Now, let’s create a student user. Click the Students tab, then click add student.

You’ll notice that students have more information that can be associated with their accounts when compared to the other two roles we’ve covered. The Guardian Contact Information section will not only record the Guardians information, but also creates accounts for them as well. Additional Information is another important section that can be used to reference any “Additional Educational Identifiers” a student may have. Once you are finished, click save and the student should now appear under the affiliation they were assigned to.

Lastly, let’s look at adding a Coach. Unlike the other users, a coach is not added via the Coaches’ tab, it must instead be added by an Administrator under the administration tab. Start by clicking the administration tab, then click add user.

 

It is important to note that if you DO NOT assign an affiliation at this step, the user created will have access to ALL affiliations in Genius. Once a coach is created, they can be associated with students throughout the system by going to a student’s main page and clicking “Associate to Coach.”