Clever/ClassLink schools should never manually add portfolios - that happens automatically for you.

The passwords you create using this option will be **temporary**. The first time a student/user logs in with this password they will be prompted to update that password, which they might not remember for the next time. This is not our first recommendation for creating student/user accounts.

From your site admin/staff account click "Portfolios & Groups" and "Add One Portfolio"

Enter the required information. Usernames must contain at least 6 characters and are NOT case sensitive. Passwords must be at least 8 characters and include one capital letter, one lowercase letter, and one number. Then click "Add"

You'll now be able to search for the portfolio you just created. Click the home icon to return.

The passwords you create using this option will be **permanent**. A student/user will not be prompted to change their password when logging in for the first time. This is our recommendation when adding portfolios, whether you're adding 1 portfolio or 1,000 portfolios.

From your site admin/staff account click "Portfolios & Groups" and "Create and Update Portfolios"

Click "Portfolio Upload Template", download the excel document when prompted, then click "Enable Editing"

Enter the required information (green columns). Grad Year is also required even though it is a yellow column. Usernames must contain at least 6 characters and are NOT case sensitive. Passwords must be at least 8 characters and include one capital letter, one lowercase letter, and one number.

Tips: Make school/organization email addresses the username, everyone can have the same password, you can copy/paste most of this information from your SIS.

Do not edit the document in any way other than adding the required information. For example, do not delete, rearrange, or edit the name of the columns.

When complete, click "File" and save the document to your device

Navigate back to Missouri Connections and click "Choose File" to find and select the file you just created and saved

Click "Trial run" and "Upload Portfolios"

CIS - Upload Portfolios - NWRPDC - Region 5

If there are any upload errors, a red status code will appear. If there are no errors you can proceed. If there are errors click "Status Codes" to see what the error is. After identifying records with errors, update the excel document as needed and re-save it. You can complete as many trial runs as you need.

Click "Choose File" again to find and select the file you just created and saved

Click "Trial run" to de-select it, then click "Upload Portfolios"

You'll see a record of successfully updated portfolios

This guide provides essential instructions for adding student/user portfolios, offering two efficient methods: creating a single portfolio or batch uploading multiple portfolios. The batch upload method is particularly recommended, as it allows for permanent passwords and minimizes the likelihood of login issues for students. By following this guide, administrators can streamline the portfolio creation process, ensuring that all necessary information is accurately entered and easily managed.

Add Student/User Portfolios

Option 1 - Add a Single Portfolio

Option 2 - Batch Upload Portfolios