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Creating personalized logins is really easy.  This allows you to use the Forgot Password link, assign pages and track staff activity.

 

When logging onto School Annual Online for the first time, use the username and password provided by email.  The username might be "adviser" or "register".  This is a temporary login.

If you do not have this information, just give us a call at 800-436-6030 and we can verify some information and get a personal login set up for you.

Once you have logged in, click Plan > Staff to create your new personalized login.  Only users with the Adviser role can manage other staff members.

Click Add Staff and add your personal information to the form.

  • Your Username must be unique.  You may not create (or recreate) the Usernames "adviser", "advisor", "editor", or "staff".
  • Your Password must be at least 6 characters and contain at least one number.
  • Your email address will be used in case you need to reset your password or for correspondence between staff members on your site, so it should be one you'll remember to check.

Remember to write down your new username information.  If you forget your password, you can use the reset link at the bottom of the login page.

Save the Add Staff form.  You will see a green (success!) or red (failed) login creation banner across the top of the screen.

Remember, if you have any difficulties, just give us a call.

 Now, log out and now try your new login information.

Adding more users under Staff Management

Adding more staff works the same way!  You can select different roles to allow less access than your Adviser role.

Here are the differences in the login roles:

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Safe and secure...

ONLY those with the Adviser role can see the Staff page.  This keeps personal information secure and you decide whose login is active or inactive.  To inactivate a user, click the Active slider and the user will not be able to login.  You can reactivate their login without updating their password.

 

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