Where Supervisors can be assigned to multiple sites, or Clients, a Leader can only be assigned to a single site (Client). Therefore, you will go into the individual Client where those Leaders are assigned in order to manage them.

Getting Started

From your Leader Dashboard, click the Students tab. From the Students list page, you can add and edit individual student accounts, including updating logins and inactivating accounts.

Note that there are actually TWO student lists: one with Active students (i.e., those with active logins) and Inactive students (i.e., they can’t login, but their associated data is retained in the system). Simply toggle to the list you want to view and export data, as needed.

Use the Filter pull-down to view students from a specific Site at a time.

========================================

Student Data Fields

Required data fields:

  • First name
  • Last name
  • Gender
  • Site (e.g., individual school or town/neighborhood names)
  • Username
  • Password

Optional data fields:

  • Email
  • ID number (e.g., state ID, school ID, other unique identifier)
  • Race or Ethnicity
    • Hispanic/Latino
    • American Indian, Alaska Native or FNMI
    • Asian
    • Black or African American
    • Native Hawaiian or Other Pacific Islander
    • White
    • Two or more races
  • Target cohort graduation year (projected; even if not yet a high schooler)
  • Assign to Event (See other Help documents for more information about this field)

========================================

Adding New Students

There are two ways to add students: one-by-one manually and as a batch import (.csv).

Batch Import

Click the Upload Students button in the top-right corner of the page.

On the Upload Students page (below), you’ll see that the Expected Columns in CSV section lists how your spreadsheet (filed saved in the format of “Comma Separated Values” (CSV) not “Excel Workbook” (XLS)) must be setup with the appropriate column headers. Note there are required fields, while others are optional.

Once you have correctly setup the CSV file with the column headers and input the associated information for each student, you can Upload Students by selecting the file on your computer and clicking the Create Student upload button.

Common errors:

One error will stop the import process completely. You will be notified of errors if you see something similar to the screen below; individual errors are marked with a red X.

  • Site: A site listed in the CSV must match one that already exists for the Client in the system. To fix this issue, first check the CSV file to make sure that data field entry is correct; if it is, then a Supervisor will need to navigate to the Sites list for the Client and add or edit the Site name.

  • Username: A username must be unique within the Student Support Card system. Sometimes a username is already taken, resulting in an error. Try a different username for that individual that’s been flagged on the error page.

Manual Input

Click the + Add Student button in the top-right corner of the page.

On the Add Student page, complete the form - Required fields at minimum. Then, click the Create Student button to save.

========================================

Updating an Existing Student

From the list of Students, click the Name of the Student you want to update.

On that page, click the Edit button in the top-right corner. If you want to remove this Student from the Client, then click the Delete button. NOTE: That will also delete any associated data for that student.

To inactivate the student’s login and remove them from the list of “Active” students, while retaining all associated data: Unmark the “Active” checkbox on the Student Edit page, located between the Username and Password fields.