News
Data Entry
Login
Paperless
Referral
Mar 22, 2024

New Feature Alert: Add Non-staff Users in SWIS

If you need to give non-school staff members access to your SWIS Suite account, now you can! Learn how to add these users in User Management.

Apple Podcast Button

Do you have a counselor, behavior specialist, bus driver, or another district-level person who needs access to a SWIS account? Starting today, set them up directly in the SWIS Suite as a non-staff user.

Here’s how.

Verify or Add the Person's Information

The first step is always to make sure the non-school staff person is on your school’s Non-staff List. Click the Tools menu at the top of your screen.

  1. Click Non-Staff List under the Person Management header. This opens your Non-staff List. If the person you’re looking for is already on the list, jump down to the next set of steps under Invite a Non-staff User. If you need to add them...
  2. Click Add.
  3. Enter the non-school-staff member’s first name, last name, and email address.
  4. Click Save. If the person you entered already exists in our system, follow the prompts to import them to your school’s Non-staff List.

Once you know the person's name and email address is entered on your non-staff list, you’re ready to invite them to be a user.

Invite a Non-staff User

From the Tools menu at the top of your screen:

  1. Click User Management.
  2. Click the Invite Users button.
  3. Click the Select Users button. A combined list of staff and non-staff members pops up.
  4. Locate the non-staff member you want to invite and double-click their name.
  5. Select the appropriate access level(s).
  6. Click Next.
  7. Click Send Invitation.

That’s it! The person you invited will receive an email asking them to complete the setup process.

Download Transcript

About