Create and manage educator accounts
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As a Xello Administrator, one of the critical things you’ll do is create and update educator accounts so that the right people have access to the right tools and information. If you’re a Xello administrator at a school, you can create accounts for your school. If you’re a district administrator, you can create accounts for your district or any of the schools within it.

Create an educator account

Educator accounts are manually added to Xello. Only educators with administrator access can add and deactivate educator accounts.

To add an educator account: 

  1. In the left menu, click Educators to open the list of all educators.
    Left menu in Xello. Educators is highlighted with cursor hovering over
    Click to enlarge
    Left menu in Xello. Educators is highlighted with cursor hovering over
  2. From the top right corner, click Add educator.
    Click to enlarge
    noteNote: If you don't have administrator access, you won't see this option.
  3. Enter the educator's email address and click Next.
    • If you're in a regional account and adding educators, you'll need to select the school the educator will be added to. If the educator is in more than one school, you'll need to add them as an educator to each school.
  4. Fill out their name, job title, and how they're known to students, then click Next.
  5. Select their permissions for that school. The available options are: 
    • Administrator - They make sure the program is configured to meet student and educator needs. Administrators can change system settings, create new educator accounts, approve educator assignments, complete student transfer requests, and access all features and student profiles. Each site should only have 2-3 administrators.
    • User - They work with students or other educators. Users cannot change system settings or create new educator accounts. These users can access full profile details for all students at their institution. This is the most common access type.
    • Limited access - These educators work with small groups of students and require access to only those student profiles. These users can see directory information (name, grade, student number) for all students; they can only access the full profiles of students for which they have an approved educator assignment.
  6. Click Add educator.
FYIFYI: Even if an educator already has an account, they can be added to another institution. You can access all of your associated sites under the same login.
How to add an educator account
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Access multiple institutions

Educators who work with more than one school can easily access all of their institutions in their account.

When you add an educator to a school who already has an account at another school (using the same email address), you’ll just need to select the permission level for the new school.

TipTip: Educators can have different permission levels at different schools.

In your educator account, view and focus on one school or institution at a time. If you're an educator or counsellor at multiple schools, you can switch between the different institutions as needed.

To view a different institution:

  1. In your educator account, from the top right of any page, click your name and select Change institution.
  2. View the list of institutions you have access to and click the one you'd like to view.
    • Your account with that institution will open.
How to view a different institution in your Xello account

Educator permissions

Xello has three educator access types, each providing a different level of access to program settings and student information.

In this article

Find out your permissions

To check your own permissions, click your name in the top right corner of your educator account, select Profile, and view the Permissions section.

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Xello's educator access types

The three permission levels for Xello are:

Administrator access

Administrators make sure the program is configured to meet student and educator needs. Administrators can change system settings, Add an educator account, Assign a student, Transfer a student account between districts, or Transfer a student account within a district, and access all features and student profiles. Each site should only have 2-3 administrators.

User level access

Users work with students or other educators. Users cannot change system settings or create new educator accounts. These users can access full profile details for all students at their institution. This is the most common access type.

Limited access

Limited access educators work with small groups of students and require access to only those student profiles. These users can see directory information (name, grade, student number) for all students; they can only access the full profiles of students for which they have an approved educator assignment.

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