In People, schools can manage staff members and to Cialfo. It is important to keep Teams/People up to date and review roles and access periodically. It is advised to review all settings and Teams at the beginning of the school year or when new members are added.
On many campuses, certain individuals have hybrid or dual roles. Such as Admin Counselor & Guardian, Counselor & Guardian, or Teacher & Guardian. It is essential that you upload Guardians before uploading Staff members for dual roles.
There are two ways to add Team Members to Cialfo
Adding team members in Bulk is done through an Uploader titled - "General - Create Users - Staff." Check out this help article for using Uploader for new users 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 New Member.
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 team section, select all or specific individuals that you would like to send a registration email to, then select bulk actions and click on Apply.
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 Customer Success Manager if you need support with creating dual roles.
Removing a team member
To remove a Team Member (counselor, teacher), follow the below steps:
Select the person's name that you want to remove
Click on "Edit"
Select "Deactivate"
And you're done! The person is no longer part of your Cialfo account nor can they log in.