In SchooX it is very easy for Academy Admins to assign their Academy Members with the needed locations and structure! The process can be completed through the Manage Members page.
Tip! Before assigning any locations to your Academy Members, make sure you have created the needed Above Units and Units on the Set Up Organization page: How can I set up my Organizational Structure?
Assign an (Above) Unit
Once you verify that you have all the needed locations created, head to the Manage Members page. To find the Manage Members page, head to the Administration Panel, click on Members and then select Manage Members.
The next step is to find the user you want to assign, by using the search bar or the available filters. Once you find them, click on the checkbox next to their name to select them! Then click on the Add (Above) Units button.
On the window that opens, two columns are displayed: on the left column, you can search for a specific Above Unit using the search bar or filtering by Above Unit Type. On the right column, you can search for a specific Unit using the search bar. To assign a user with an (Above) Unit you just have to select the relevant checkbox and click Save!
When selecting an Above Unit on the left column, the options that populate on the right column are the Above Unit and all the Units under this specific Above Unit. You can select to connect the user only with the Above Unit, only with Unit(s) of this Above Unit, or both with the Above Unit and Unit(s), according to your needs. Just select the needed checkbox next to your preferred location.
If you are looking for a Unit that is not connected with an Above Unit, just click the Not Connected with Above Units on the left column, and all the relevant Units will populate on the right column.
Please note that you may not be able to connect a user with multiple (Above) Units if this is not configured on the Academy Settings. Read more: Can I define if the employees are allowed to be associated with more than one (above) unit?
Don't forget to click Save when finished!
Tips!
- You can follow the same process to assign an (Above) Unit to multiple users. To do so, just click the checkbox next to the names of the users that you want to select. Once you have selected all the users that you need to update, follow the process described above, to assign them with the needed (Above) Unit.
- You can assign an (Above) Unit to multiple users using an advanced association process or an automated association rule. To learn more on how to achieve this read: How to associate an Above Unit/ Unit to multiple Users?
Remove an (Above) Unit
To remove an (Above) Unit from a user, select the user and click Remove Units. On the window that pops up, you can follow the same process you followed above, to remove an (Above) Unit from a user. Only the (Above) Units that the user is currently assigned to, will populate as options for you to remove.
Just select the checkbox next to the location you want to remove from the user. And don't forget to click Save when finished!
