1. Creating Staff Accounts

2. Objectives that will be covered; 1.Exporting the correct data from your school’s MIS system 2.Preparing the data for upload 3.Importing the data Objective 1: Exporting the correct data from your school’s MIS system Step 1: Run an export from your MIS database of the staff’s first name, last name and their marital status. *Please note that this image is an example and your spreadsheet may vary depending on the MIS system you use. Step 1: Run an export from your MIS database of the staff’s first name, last name and their marital status. *Please note that this image is an example and your spreadsheet may vary depending on the MIS system you use.

3. Objective 2: Preparing the data for upload Step 1: Open up an empty Excel spreadsheet. Create 7 columns with titles (these need to be copied exactly as they are written below). - Admission number - First name - Last name - Username - Password - Role - Nickname Step 1: Open up an empty Excel spreadsheet. Create 7 columns with titles (these need to be copied exactly as they are written below). - Admission number - First name - Last name - Username - Password - Role - Nickname

4. Step 2: Using the data that your school’s MIS system has produced; Copy and paste the staff’s first name and last name into the columns shown here. Copy and paste the staff’s marital status into the Nickname column. Step 2: Using the data that your school’s MIS system has produced; Copy and paste the staff’s first name and last name into the columns shown here. Copy and paste the staff’s marital status into the Nickname column. Please note: The Admission number column does not have to be completed but the heading is required in the spreadsheet for the upload. Please note: The Admission number column does not have to be completed but the heading is required in the spreadsheet for the upload. Step 3: If you leave the Username column empty the learning platform will automatically create the username for the staff member using the their first initial of their forename and the surname. You can specify a username if you wanted to. To do this then you will need to complete this column with the required username. Step 3: If you leave the Username column empty the learning platform will automatically create the username for the staff member using the their first initial of their forename and the surname. You can specify a username if you wanted to. To do this then you will need to complete this column with the required username.

5. Step 4: The staff members that you would like to have a normal ‘typing’ password can have their Password column left empty. This will instruct the platform to automatically generate a 6 letter word for the staff member. If you would like to specify the password for the staff member then you can complete this column and the learning platform will use this password. *Please note that we highly recommend that all the staff accounts have different passwords otherwise this could potentially cause an e-Safety issue! Step 4: The staff members that you would like to have a normal ‘typing’ password can have their Password column left empty. This will instruct the platform to automatically generate a 6 letter word for the staff member. If you would like to specify the password for the staff member then you can complete this column and the learning platform will use this password. *Please note that we highly recommend that all the staff accounts have different passwords otherwise this could potentially cause an e-Safety issue! Step 5: Support staff will need to have the role of Support. Teaching staff will need to have the role of Staff. Step 5: Support staff will need to have the role of Support. Teaching staff will need to have the role of Staff. Step 6: Save the spreadsheet on your computer as either an Excel Spreadsheet for 97-2003 format or as a CSV Comma Delimited format. Step 6: Save the spreadsheet on your computer as either an Excel Spreadsheet for 97-2003 format or as a CSV Comma Delimited format.

6. Step 1: Log into the learning platform using the ‘superadmin’ account. Click on the administration tool box. Step 1: Log into the learning platform using the ‘superadmin’ account. Click on the administration tool box. Objective 3: Importing the data Step 2: Click on the ‘Import’ button

7. Step 3: Click on the ‘Next’ button. Step 3: Click on the ‘Next’ button. Step 4: Locate the spreadsheet from your computer. Click on the ‘Next’ button. Step 4: Locate the spreadsheet from your computer. Click on the ‘Next’ button. Step 5: Check the ‘accounts’ and ‘memberships to be created’ match. Click Import If the numbers do not match – please contact DB Support on 01273 201701 Step 5: Check the ‘accounts’ and ‘memberships to be created’ match. Click Import If the numbers do not match – please contact DB Support on 01273 201701

8. Step 6: Scroll to the bottom of the screen and click on the Archive button to take you to a screen with the username and password on some business styled cards for the staff members. Step 6: Scroll to the bottom of the screen and click on the Archive button to take you to a screen with the username and password on some business styled cards for the staff members. Step 7: Click the ‘Print’ button. Click on the Export button to produce a spreadsheet of all the usernames and passwords. Save the spreadsheet to the computer. This will be your master file. Please note that if you manually update a password this will not update the passport or the spreadsheet. Step 7: Click the ‘Print’ button. Click on the Export button to produce a spreadsheet of all the usernames and passwords. Save the spreadsheet to the computer. This will be your master file. Please note that if you manually update a password this will not update the passport or the spreadsheet.

9. If you would like any more information then please click on your ‘Need help?’ button on your homepage. Otherwise please contact our support team on; Telephone – 01273 201 701 Email – support@dbprimary.comsupport@dbprimary.com