How do I manage accounts in my institution as an admin for the Curriculum solution?

These instructions are for if your school is subscribed to just the Curriculum solution. You can find instructions on how to add accounts for subscriptions that include Instruction in this support article. For the Assessment Solution, account creation is done through CSV uploads.

If your Chalk account has an Admin role, you can invite teachers and add new accounts to your school or institution. You can only add accounts up to the user limit according to your current subscription. The following article will show you how to add or manage accounts from your Admin panel with the proper permissions, set up Schools and Groups, and set the default roles for members of your institution.

If you receive any error messages or encounter issues when adding accounts, please reach out to us at support@chalk.com.

How to manage users

Step 1:

Click the Admin button in the top header menu.

Step 2:

You will automatically be taken to the Users tab. Click the Add Users button in the top-right corner.

Note: If your institution uses Schools or Groups, you can navigate to the School or Group you would like to add users to and use the Add Users button you see to add the users directly there. You can find more information about this below.

Step 3:

In the box that appears, enter the emails of the accounts you would like to add, with each email on a separate line. For example:

Step 4:

Click Add to add the accounts with the default permissions set for your institution.

If you would like to add different permissions for these accounts, click the Assign New Roles text at the bottom of the window.

Next, select the permissions you would like to assign to all of the accounts being added. If you are adding users to a School or Group, you will see information regarding permissions for the specific School or Group as well. Click Save to apply these changes.

Click Add when you are ready.

For more information about the available permissions, see the "What are the different account permissions?" section below.

Note: If you need to add accounts with different permissions, you will need to do so in separate actions. For example, if you need to add some accounts with Admin access and some without, add all the Admin accounts at once and then click the Add Users button again to add the remaining accounts.

Step 5:

The accounts have been added to your institution, and the teachers will receive invitation emails within the next hour with instructions on how to access their accounts.

Step 6 (Optional):

Once a user has been added to your institution, you can click the Expand icon to the left of their email to manually edit the permissions for the account, or add the account to a School or Group.

You can also select multiple accounts using the checkboxes on the left-hand side, then choose from one of the following bulk actions at the top of the user list:

How to edit Schools and Groups

Within the Admin application, you can create and edit two types of smaller sub-groups within your institution called Schools and Groups. Having a School or Group allows you to set permissions and content specific to selected people within your institution, such as having school or department-specific off-days, and determining which curriculum maps are accessible.

For more information about Schools and Groups, see this support article. To create and edit Schools and Groups, follow these instructions:

Step 1:

Click on the Schools or Groups tab in the top-left of the Admin view, depending on your need. For this example, we'll create a School.

Step 2:

To create a new School, click Add School in the top-right corner.

Step 3:

Enter a name for the School. If you need to change the default role for its members, click the Edit button and select a new level of curriculum access. Click Add School when finished.

Step 4:

You'll see the newly-created School appear in the list. Click on its name to view and manage its users.

You can click the back arrow at the top of the page to return to viewing users for your institution, or to select another School or Group to view.

How to set the default role

The default role determines the base level of curriculum access that applies to all users within the institution, and can be also be set for particular Schools or Groups. You will still be able to manually edit permissions for specific accounts to levels of access above or below the default role, but setting the default role can save time when adding accounts.

To edit the default role for your institution, follow these instructions:

Step 1:

Click the Edit button in the top-right corner, to the right of the current default role for the institution.

To edit the default role for a specific School or Group, first navigate to the School or Group you want to edit and then click the Edit button in the top-right corner.

Step 2:

In the window that appears, click the checkboxes to set the default role that will apply to the institution, school or group that you are viewing. For more information about the different permissions and what they have access to, keep reading below.

Step 3:

Click Save to apply the changes.

What are the different account permissions?

Assigning permission levels within a school or district can ensure that users have access to the appropriate features for their roles. As an Admin, you can assign roles when bulk adding accounts or by managing permissions through your Admin Users panel.

The following permissions are part of the Curriculum solution, and you only need to apply one appropriate permission for each account. For example, a Publisher can do all the actions that a Creator and Viewer can do, so you can select just the Publisher permission rather than selecting all three.

  • Admin: This permission will enable the Admin app for these accounts, allowing users to see and access Admin from both the Dashboard and the main navigation menu for the entire institution. A user with the Admin role can add and remove accounts for the institution, manage permissions for existing accounts, create Schools and Groups, and manage off-days. An Admin will also have access to all of the permissions included with the Curriculum Publisher role.
  • Curriculum Publisher: This permission gives the ability to edit map content, create new maps/drafts and has the ability to publish, archive, and restore archived maps. This role is recommended for administrators or subject area experts involved in the review and publishing process.
  • Curriculum Creator: This permission has the ability to edit map content, create new maps/drafts, but does not have the ability to publish, archive or restore archived maps. This role is recommended for subject area experts and teachers actively involved in the curriculum development process.
  • Curriculum Viewer: This permission can only view content in published curriculum maps. It does not allow for users to create/edit maps or enter drafts. This role is recommended for teachers who are not actively involved in the curriculum development process but will access and utilize the curriculum content.

If your institution uses Schools or Groups, you may see an option to add permissions specific to that School or Group, as shown below:

A user with Admin for a School or Group will only have those permissions within that particular School or Group, and will not be able to manage or view accounts for the entire institution.

If you have any questions regarding permissions or how to set up your necessary accounts, please reach out to us by emailing support@chalk.com.