Creating a Teacher Account

• This article advises how to create a new Teacher Account record in Schoolworks.

• Once a Teacher Account has been created and associated with the School, they can be assigned to Classes.

• For information on how to activate their Teacher Portal Account, please see here.

• Login to your Org and click on the Accounts tab.

• Click on New in the top right corner, then select the “Teacher” record type and Next:

Open

• This will open the new account screen.

  • The only mandatory field in this record is the teacher’s name, which is entered in the Account Name field.

  • Note: if you are using the Teacher Portal you will also need to add the email address they will use to log in to the portal.

• It is still recommended that you add the email address if you have it available along with any other contact details.

• Some schools may decide to create other custom or mandatory fields, e.g. Default School; these will be indicated by a red asterix next to the field.

• Click Save when complete. You can always come back to the record to add other details later.

Open

Assign your Teacher to School(s)

• Once the Teacher Account record has been saved, you need to add the Schools the teacher will be teaching in.

• The Account School record allows the teacher to be selected when setting up lessons in the Classes screen.

• In the Teacher Account screen, click on the Schools tab, then New and search for the School they will be teaching at, then Save.

  • Note: if the School Code is less than 3 characters, it will not immediately display - click “Show more results for “GE”” (for example) and then select the school. Do not use the “New School” option.

• It is possible for a Teacher to have more than one Account School record if they will be teaching across multiple schools or locations. Add as many as required.

• The Teacher will now be available to allocate to Lessons in your Classes.

• If you would also like to give the Teacher access to the Teacher Portal, please follow the separate guide here.

Deactivating Teachers

• When a teacher leaves your organisation, it is important to update their record so they no longer appear for selection in the Classes screen.

• Go to their Account record, double click on the Status Teacher field, change to Inactive and Save.

• You can change their status back to Active again in future if they return to work for you, instead of setting up a new Account.

• If you would also like to remove the Teacher access to the Teacher Portal, please follow the separate guide here.