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All About Your District Lead Account

With your District Lead account, you have access to greater administrative control over the schools in your district. This article will go over account creation, account features, and how to onboard additional members.

Creating Your District Lead Account

You should have received an email from support@characterstrong.com that includes an invitation link to create your account! Once you click the link, you will be prompted to create your individual account. Here is a video tutorial! 

  • Please note: this invitation link should be used ONLY by you as it is personalized to your email.

Account Overview

  • School Management: This tab is where you can see and manage all members who are at your school! From here, you will be able to manage staff roles and add members.
    • Schools: This tab shows you all the schools in your district! Please note: some schools that are visible may not have a CharacterStrong purchase; only invite School Leads to schools that have purchased curriculum!
    • Members: This tab is where you can see and manage all members that are under the district and each school. You can use the dropdown menu to change the school you want to view the members for.
    • Billing: This tab shows you all invoices associated with your district.
      • If a school purchased separately from the district, their invoices may show up under their school rather than under your district account. For any billing questions, please reach out to billing@characterstrong.com!
    • Security: This tab allows you to manage your district's authentication methods and enhance security measures. If you have a designated IT staff member, you can invite them under the Members tab as a Security Manager!
  • Analytics: This tab allows you to view your school's data usage activity! You can view activity as a whole, but there are also filters that allow you to view the data usage by grade level and product.

Inviting Your Staff

If you are opting to use an SSO/SAML configuration to invite your staff, you can provide your IT staff member with this SSO guide that outlines the setup process! Otherwise, the first step is getting your School Leads invited! School Leads will have similar administrative control as a District Lead but only for their designated school. Once a School Lead has created their account, they can get the rest of their staff onboarded! Here is a tutorial that shows the steps below.

  1. Navigate to the "Members" tab
  2. Use the dropdown menu to select the school
  3. Click the "+ Add Members" button -> input emails option
  4. Copy and paste the email of the School Lead
  5. Change the "invite as" dropdown to the School Lead role
  6. Send invite!

You may notice that when you click the "+ Add Members" button, there are multiple options. Please click here to view an in-depth explanation of these options!

Invitation tips and tricks!

  • Pending Invitations: When viewing the members for a school, there is an "Active Members" page and an "Invitations" page that you can toggle between. On the invitations page, you can see all pending invites. A pending invite means the educator has received their email invitation but has not yet created their account. You can choose to resend or cancel the invitation.
  • Need to remove a member? Under the "Active Members" page, you can navigate to the educator you want to remove and click the three dots next to their name.
  • Does a staff member need access to a new building or to more than one building? You can send them an invite from each school they need access to. 
  • For additional video tutorials for leads, click here!

CharacterStrong Tier 2 and Tier 3 users will require additional setup. Use these links to view our Tier 2 and Tier 3 tutorial pages!

For any additional questions or needs related to individual account setup, please contact support@characterstrong.com. We are happy to support you!