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Getting Started with Tier 3 - School Lead

This article outlines our recommended first 3 steps to set up your Tier 3 teams for success!

First 3 Steps - School Leads

School Leads can also support with these steps from the building level!

Step 1: Confirm Your Team’s Individual Accounts

  • Objective: Ensure all staff members have created their accounts.
  • Actions:
    • Click the "School Management" tab on the left-hand side then click the "Members tab" this will show you all the members under your school.
    • Verify all intended Tier 3 users are present.
      • Be sure to check the invitations tab and resend any pending invitations or approve waiting members.
    • Add any missing users via the Add Members button or see additional ways you can invite here.

Step 2: Assign Tier 3 Team Permissions

  • Objective: Assign the appropriate Tier 3 permissions to your staff.
  • 🌟Note: All District and School Leads will automatically have Tier 3 permissions.
  • Actions:
    • On the Members Page the School Management tab, identify a staff member needing Tier 3 permissions. Scroll over on the table and toggle on the Tier 3 Permission toggle.
  • Here is an additional step-by-step if needed!

Step 3: Provide Support and Training for Staff

  • Objective: Equip staff with the knowledge to use the platform.
  • Actions:
    • Direct Staff to start their journey on the Training and Resource Hub Page.
    • Have staff watch pre-recorded PD on the Overview Page or Sign Up for upcoming PD Sessions that are included in the CST3 Solution
      • Upcoming Events can be found here.

Need Help?

If you need any additional account support:

Don't know who your Custom Success Manager is? Reach out to support@characterstrong.com