In the People section, schools can efficiently manage staff members and their access to Cialfo. It’s essential to keep the People section updated and regularly review user roles and access permissions. It is recommended to review all settings and team structures at the beginning of the school year or whenever new members are added to ensure proper access and security.
On many campuses, certain individuals may hold hybrid or dual roles, such as Admin Counselor & Guardian, Counselor & Guardian, or Teacher & Guardian. To ensure proper account setup and access, it is essential to upload Guardians first before uploading Staff members for dual roles. This process helps avoid access issues and ensures that individuals with multiple roles can seamlessly manage their responsibilities on the platform.
There are two ways to add Team Members to Cialfo
Adding team members in Bulk
Adding a Team member manually one by one
Adding a Team Member Manually
Step #1 - In the upper right corner, click on the chevron and select People. Once in People, Click on the blue Add People and select "Staff".
Step #2: Complete the required fields
Step #3: Assigning Role
In Cialfo, there are three different roles a staff member can be assigned: Admin Counselor, Non-Admin Counselor or Teacher.
Important: If you do not select Admin or Teacher, then the role of Non-Admin Counselor will be assigned. A Non-Admin Counselor role is a great option for counselors who work with students in a socio-emotional role and does not provide university advising.
Team member accessibility and permissions are listed below:
Read here for full details on Team Roles & Permissions
Registration Emails to Team Members
When a team member's profile is individually added in Cialfo, then a registration email is automatically sent to the new team member.
If you add team members via the Uploader, then registration emails are not automatically sent. You have two options for registering new team members.
1) If you are a Google school, the user can go to your school's Cialfo URL and use Google Single Sign-on to register.
2) Within the People section, select all or specific individuals that you would like to send a registration email to and click on "Send Registration Email".
Here is a sample Registration email sent to teachers:
Cialfo Pro Tip
Note that emails must be unique. If a staff member is also a parent or guardian of a student at your school, that staff member can either use two unique emails (one for each Cialfo role) or you must upload the guardians before uploading staff members. Please reach out via Chat with Cialfo or directly to your Client Experience Manager if you need support with creating dual roles.
Removing a team member
There are 2 ways to remove a teacher at Cialfo.
Method 1:
Method 2:
You can also bulk deactivate users by selecting multiple users and clicking on "Deactivate People"
And you're done! The person is no longer part of your Cialfo account nor can they log in.
If you have any questions or need assistance, please feel free to reach out to us using the 'Chat with Cialfo' feature.