Adding a Student Connect Account
From the school level, the student must have a student record in the system before they can have a Connect account created. If needed, you can add a new student record from Student Tools> Add New Student.
To add a Connect account, go to More Tools, and click the edsembli Connect Card.
Click the + button to add a new account.
You'll see the Add account screen:
Select the appropriate Group type from the dropdown, eg. "Student" for a Student account.
Click the "Change" button which will bring up a student search screen so you can find the student member to associate the account to. Select the student.
The selected student will show up in the "Active Person" field.
Set an Account name which will be the student's login username to the Connect portal. This can also be edited after the account has been created.
Enter Student's display name in the Full Name field.
Click the Save button at bottom of screen to save the account. You'll see the notification pop up "New account created!", indicating a successful save. You can then exit out of the add/edit account screen.
Once an account has been created, you’ll be able to find it from the Accounts list in edsembli Connect Security. You should select/click the newly created account and click "Change Password" to set a password for the account.
To edit account permissions/settings, click an account and select Edit.
In the edit, from the Permissions tab, you can modify the account permissions to the Connect portal.
In the edit, from the Policies tab, you can edit general account settings (Lockout account, Must change password at next login, etc.)
To delete an account, Edit account, and click the Trash icon in the top right to delete.
Adding a Parent Connect Account
Alternatively, to add a Teacher Connect account, select Parent from the Group dropdown.
Click the Change button to find the parent contact to associate the account to. It will bring up a Search screen, where you can search for a student, to bring up a list of their contacts.
Select the Contact type (Mother, Father, Guardian) from the dropdown, and check off an access type option to narrow down the search results. At least one option must be selected.
The selected contact will show up as the Active Person.
Set an Account name which will be the parent's login username to the Connect portal. This can also be edited after the account has been created.
Enter the parent's display name in the Full Name field.
Click the Save button at bottom of screen to save the account. You'll see the notification pop up "New account created!", indicating a successful save. You can then exit out of the add/edit account screen.
