The ClassReach Documentation for admins

Creating a Person

As an Admin you may be able to create a person. This is a permissions based action, if you do not see some of the options and/or buttons mentioned in this documentation you may need to contact an admin for your school with proper permissions. After you have completed the steps to create a person you will need to send them a Welcome Email to allow them to set credentials for their account. To add them to a Family, you will first need to create the family.

  • Sign in to your Admin ClassReach account.
  • Navigate to the People tab at the top of your screen.
  • Click +Person in the left hand column.
  • Fill out the relevant fields:
    • First Name: Their first name as you would like it to appear in the system and on any reports.
    • Middle Name:┬áTheir middle name as you would like it to appear in the system and on any reports.
    • Last Name:┬áTheir last name as you would like it to appear in the system and on any reports.
    • User Name: They can use this to log into their account.
    • Email: This will be the email they receive notifications about their account and can also use this to log in to their account.
    • Role: This will determine the different authorizations the user has within the system. A user can be assigned multiple roles.
      • If you assign the roles Guardian or Student a drop down will appear to allow you to assign the user to a Family Unit.
  • Click Save once all relevant fields are complete.

Documentation Related to Creating a Person:

Persons Overview

Editing Persons

Sending Welcome Emails