HOW TO ADD STAFF MEMBERS

There are two ways to add staff members, either one at a time or importing via a CSV, which allows you to add them ‘en masse’. 

Adding one at a time

Navigate to Admin > Staff and click on Add New User. 

Fill out all of the relevant fields.

For setting or recovering lost passwords it is important to complete the email field in a staff record and to keep this up to date.

For more information on User Types, see ‘Horizons User Access Levels‘. 

Further staff information can be added by choosing to edit individual profiles in ADMIN > STAFF. To change login details select User Access. Click EDIT for personal information:

Adding multiple staff users via a csv. import

To mass import users into Pupil Asset, the following fields must be completed: 

  • First Name
  • Surname
  • Title 
  • E-mail (default)
  • Username (school email address recommended)
  • Teacher Type (T=teacher, TA=TA, HLTA=High Level TA)
  • User Access Level (please note this field must be capitalised)

When all fields are complete, save the CSV file and navigate to Admin > Import. 

Click Choose File and then locate the file to be uploaded.

Click Continue. 

At the top of the next page, choose STAFF from the What are you importing? section. 

Select This row says what the data is for the column headers and select This row is data for the data columns. 

Click Next.

Match the columns with the drop down options.

Click Next to import all the staff members.