How To Create Sub-Account Profiles For A School Staff That Has Multiple Portal Roles
SchoolFocus EdTech Solutions
|
17 steps
|
2 minutes
Schoolsfocus
The **Staff Sub-Account Profiles** feature allows a single staff member that perform multiple roles that previously required different types of portal accounts to now have multiple portal account types under one login. They can easily switch between profiles depending on the task at hand.\ \ **Typical Use Cases:** - **Staff wearing many hats:** Instead of juggling multiple accounts, they log in once and switch roles seamlessly. - **Parent-staff scenarios:** A staff member who is also a parent can switch between their staff role and their parent portal, using the same login. - **Temporary or seasonal duties:** A staffer temporarily assigned some other non-teaching roles can get a dedicated sub-profile for that role, removed when the duties end.
Adding a sub-account profile
1
Navigate to your school portal and sign in as an admin (super-admin)
2
Click the "People" menu-group
3
Click the "Staff / Employees" menu
4
Click to open the list of the user category where the staff is currently enrolled.\ \ *In this example, the staff was already enrolled as an admin, and I want to also create a Teacher sub-profile for her. So I clicked the 'Administrators' sub-menu*
5
Find the staff you want to create a sub-profile for and click the corresponding profile options button.
6
Click "Go to Profile Page"
7
Click to switch to the "Profile" tab
8
At the top-right of the profile info page, click the button titled "**Linked Profiles...**"
9
You will see the list of any other sub-account profiles already linked to the user (if any).\ \ To create a new sub-profile, click "Create Sub Profile".
10
Select the category of the new sub-account you want to create for the staff.
11
Click "Create Sub Account"
12
Click "Yes. Go On." in the confirmation box.\ \ The new sub-account profile will be created and you will see a success message and the new account listed instantly on the page as a linked account.
Signing in to a sub-account profile
13
A staff user with multiple profiles can sign in the normal way they used to, with their portal login details.
14
Upon logging in, they will be presented with an initial screen to choose which of the profiles they want to continue with.\ \ Click "Continue" for any of the profiles to proceed to its account.
Switching account profiles
15
A user with multiple account profiles can easily switch from one profile to another in order to perform operations that relate to that other account profile.\ \ To switch profiles while already logged in to one, click on your account name at the top-left of the dashboard.
16
Click "Switch Profile"
17
On the profile selection screen, click to "Continue" with the next profile you want to switch to.\ \ You will be taken to that profile's account dashboard.
