Enabling User Account Access

You can enable a Teachworks account for your users on the individual's profile.

Enabling a User Account

In order to enable a user account for a student or family, you'll need to follow the steps below:

1. Click on Students and then click on Students or Families.
2. Edit the profile by clicking on the "Edit" button next to the user's profile.
3. Scroll down to the "User Account" section.
4. Check the box next to the "Enable User Account" setting.
5. Save your changes.

To enable a user account for an employee, you can follow the steps below:

1. Click on Employees and then click on Employee List.
2. Edit the profile by clicking on the "Edit" button next to the employee's profile.
3. Scroll down to the "User Account" section.
4. Check the box next to the "Enable User Account" setting.
5. Select the account permissions you'd like to set for the employee.
6. Save your changes.

You can find information about the employee account permissions and what each controls here: Account Permissions.

After the user account has been enabled, a confirmation email will be sent to the user's email address. They will need to click the link in the email to confirm their account and set their password.

TIP: You can view the timestamp of a confirmation by clicking on a user's profile and scrolling down to the "User Account" section.  There will be two fields:

1. "Confirmation Sent" will show the last time a confirmation email was sent
2. "Confirmed At" will show the time the user confirmed their account.

Enabling User Accounts in Bulk

It's also possible to enable user accounts for your families, independent and child students in bulk.  You can find more information in our Bulk Enable User Accounts Add-on.

NOTE: When sending the welcome email from an individual's profile, the default email template includes instructions to wait for a follow-up email to enable the user account. If the template has not been modified, make sure to activate the individual's account immediately after. 

You can find the steps for disabling an active Teachworks account here: Disabling a User Account.