Add an educator account

To add an educator account: 

1. In the left menu, click Educators to open the list of all educators.
   

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2. From the top right corner, click Add educator.
   

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   Note: 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.

FYI: 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.

Assign further permissions

Once you've added an educator, depending on their role at the school, you may need to assign further permissions. For example, if you have Work-related learning enabled and you have an educator with additional responsibilities, you'll need to update their Work-related learning role.

To assign further permissions to an educator: 

1. In the left menu, click Educators to open the list of all educators.
   

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• Alternatively, you can search for a specific educator. If you're in a regional account and the educator is in more than one school, their name will populate separately for each school they're in. You'll need to update their permissions per school.
2. Click the educator's name to open their profile. Scroll to the bottom.
   

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3. Next to the setting you want to change, click the pencil icon.
4. Apply your changes and click Save.

To learn more about assigning the different roles in WRL, check out the below resource geared to Xello admin.