How do I link staff within a trust?

Create a New Account at the New School

You can now allow a staff member to view portfolio data from another school within your trust.

  1. Go to Users → Staff Members → Add New User.

  2. Create a new account for the staff member at the new school.

  3. Important: The Login Name must be unique to the new school.

Link the New Account to the Original School

After Linking

Note: The staff member must be active or archived in the original school for the data to be visible.
Recommendation: Archive the user in the original school to avoid confusion.