With your new School Lead account, you have access to new, exciting features and greater administrative control over your school. This article will go over account creation, new features and how to onboard additional members.
Creating Your School Lead Account
You should have received an email from support@characterstrong.com that includes an invitation link to create your account! Once you click the link, you will be prompted to create your individual account. Here is the video tutorial for the District Lead setup, this process will be identical to the School Lead process, however, you will only have administrative control at your school and not the full district.
- Please note: this invitation link should be used ONLY by you as it is personalized to your email
What's New?
The biggest difference you will see in your new School Lead account is the "School Management" tab on the left-hand side. Below is a high level summation of what each of these tabs are for!
- Members: this tab is where you can see and manage all members that are your school! From here you will be able to manage staff roles and add members.
- Activity: this tab allows you to view your school's data usage activity! You can view activity as a whole but there are also filters that allow you to view the data usage by grade level and product.
- Billing: this tab shows you all invoices associated with your school
If your school purchase was included in a district purchase, your invoices may show up under the district account rather than under your school account. For any billing questions, please reach out to billing@characterstrong.com!
- Security: this tab allows you to manage your school's authentication methods and enhance security measures. If you have a designated IT staff member, you can invite them under the Members tab as a Security Manager!
Inviting Your Staff
If you are opting to use an SSO/SAML configuration to invite your staff, you can provide your IT staff member with this SSO guide that outlines the setup process! Otherwise, the first step is getting your staff invited! Here is a tutorial that shows how to invite additional School Leads and your educators.
You may notice when you click the green "+ Add Members" button there are multiple options. Please click here to view an in depth explanation of these options!
Invitation tips and tricks!
- Pending/needs approval invites: when viewing the members for a school, there is an "Active Members" page and an "Invitations" page that you can toggle between. On the invitations page you can see all pending and needs approval invites. A pending invite means the educator has received their email invitation but has not yet created their account. A needs approval invite will show an approve/decline option.
- Please note: staff members who are awaiting approval will only see samples until their request is accepted by a lead.
- Does a staff member needs access to more than one building? Please reach out to your District Lead to get them moved. If you do NOT have our Tier 3 Solution that staff member can be moved under the district. If needing administrative capabilities they can have the District Lead role, otherwise they can have the Educator role under the district to allow them to view the curriculum for all their buildings.
- For additional video tutorials for leads, click here!
CharacterStrong Tier 3 Solution Users will require additional setup. Please click here to view our Tier 3 tutorial pages!
For any additional questions or need related to individual account setup, please contact support@characterstrong.com. We are happy to support you!