Adding educators to your portal will allow them to get started with creating experiences, matching with projects, and ultimately facilitating these projects for your learners.
General
Adding educators
There are several different methods to bring educators into your portal and you can choose any combination of them, so be sure to pick the best ones that meet your needs.
Invitations - often the easiest way to bring in a small amount of educators at any given time is simply be email invitation.
Member requests - if you would like educators to request access to your portal on their own while you manage the requests and approve or decline who gets let in.
Single sign on - if your institution has a centralized authentication platform it is already using, you may integrate it with your portal to allow your educators to simply join your portal via this integration and get started as quickly as possible.
Magic link - if you want to add many educators as quickly as possible, you will be able to send out a magic link to those you want to add and all they have to do is click the link to get started.
Roles
Your portal supports the ability to add and manage custom roles you assign to your educators or subsets of educators. These roles allow you to determine all possible permissions a group of educators have within the portal and what actions they are permitted to take.
Managing educators
Once educators have joined your portal, you will be able to track their activity and further manage their access to your portal.
You can change an educator's role
You can create notes and leave them attached to the educator for other portal administrators to see
You can direct message an individual educator
You can remove an educator from the portal
How To
Add educators via invite
You can invite an educator to join your portal with these steps:
Click "Educators" below the "Portal" group in the main navigation.
Click on the "+ Invite" button
Now simply fill in the email or emails of those you wish to have join your portal. The invitees will receive an email with instructions on how to accept the invite.
If you have any custom roles defined, you will be able to select which type of role will be assigned to the invitee as part of the invite. If you do not have any custom roles, each invitee with be assigned to the default "Educator" role.
If you have any departments defined for your portal, you will be able to invite the educators to a specific department. You can change their departments later at any time.
View educator invites
If you wish to view all existing invites issued to educators for your portal:
Click "Educators" below the "Portal" group in the main navigation.
Click on the "Invites" tab
Delete a pending invite
If you wish to cancel or delete a pending invite for an educator to your portal:
Click "Educators" below the "Portal" group in the main navigation.
Click on the "Invites" tab
Click on the delete icon next to the invite you wish to delete
Enable educator member requests
To allow educators outside of your portal to request to become members of it:
Click "Settings" below the "Portal" group in the main navigation.
Click on "Educators" below the "Members" group of the available settings
Check the "Enable educator member requests" option
Click "Submit" to save this setting
Accept or decline an educator member request
To accept or decline a member request, either click the notification you received to view the request, or:
Click "Educators" below the "Portal" group in the main navigation.
Click on the "Requests" tab (this tab is only present when educator member requests are enabled)
Click on the request you would like to accept or decline
Now simply click the "Accept" button to accept the user as a new educator of the portal, or press "Decline" to decline the member request.
Add educators via magic link
With a magic link, you can pass it out to colleagues or trusted users which you want to have join your portal. They can simply click the link and will be added as an educator of your portal.
Magic links are great for ease of use, but remember that anyone who has this link can join your portal, so make sure to share it wisely. If you do get in to trouble with it, you can always turn it off or rotate it (see below).
Magic links are turned off by default, but to enabled it, follow these steps:
Click "Settings" below the "Portal" group in the main navigation.
Click on "Magic link" below the "Members" group of the available settings
Check the "Magic token enabled" option
Click "Submit" to save this setting
You can now pass out the provided magic link URL provided on this same page.
Rotate the educator magic link
If you believe your magic link has gotten into the wrong hands, but want to continue using it as a feature, you can rotate or change your link by following these steps:
Click "Settings" below the "Portal" group in the main navigation.
Click on "Magic link" below the "Members" group of the available settings
Click on "Generate" under the "Generate new link" section.
Rotating your link will render your previous link invalid and you will need to pass out your newly provided link provided in the magic link URL.
Set an educator email footer
To set a custom footer that appears in any email notification sent to educators in your portal:
Click "Settings" under "Portal" in the main navigation
Click the "Educators" tab in the "Members" group
Set your "Email notification footer" text
Click "Submit" to save
View an educator
To view an educator that is a member of your portal:
Click "Educators" below the "Portal" group in the main navigation.
Click the educator you want to view.
From this page you will be able to see all of their activity within your portal.
Editing an educator
To edit an educator:
Click "Educators" below the "Portal" group in the main navigation.
Click the educator you want to edit.
Click the edit icon.
Make any modifications you want to make
Click "Submit" to finish editing.
Note that changing an educator's portal role only affects the permissions on the portal itself. If that educator is a member of experiences, their role on the experience still reflects their abilities on that particular experience.
Manage an educator's departments
If your portal has at least 1 department created, you can add or remove an educator to / from a department by following these steps:
Click "Educators" below the "Portal" group in the main navigation.
Click the educator you want manage the departments of.
Click the "Manage" link under the "Departments" section
Click the "Add to department button" to add to a department or click the trash can icon next to an existing department to remove them from it.
Deleting an educator
To delete an educator from a portal:
Click "Educators" below the "Portal" group in the main navigation.
Click the educator you want to delete.
Click the delete icon.