How to manually add a Staff member to SchoolsBuddy

The SchoolsBuddy Team
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Quick answer:

Staff should come from your MIS. Only add someone by hand if there is a reason they are not in your MIS, and contact us if staff stop importing.

Please note, staff members should be imported from your MIS/ SIS unless you have agreed otherwise with the Onboarding team. If staff members are not being imported automatically please contact SchoolsBuddy to resolve.

Staff should only be manually added if there is a reason they cannot be created in your MIS.

For example, with PowerSchool integration only Teaching Staff are imported.  Other staff should be manually added.

  1. Click on Reception

    Screenshot: For example, with PowerSchool integration only Teaching Staff are imported

  2. Click on Users

    Screenshot: For example, with PowerSchool integration only Teaching Staff are imported
    For example, with PowerSchool integration only Teaching Staff are imported.

  3. Click the '+' button
  4. Click Add Staff. If you wish to limit their permissions, use Add External User

    Screenshot: Click Add Staff. If you wish to limit their permissions, use Add External User

Staff User: Access to all data within the system including taking attendance for other teacher's classes when they are off. See Staff Roles for additional permissions.

External User: Can only see information related to their group or activity. They have granular permissions for messages, registers, guardians & medical information which can be configured for the External user group (see this article for more details). Please contact Support if you have any questions.

  1. Fill in the details and click Save. The only required fields are First name, Last name and Email address.

    Screenshot: External User: Can only see information related to their group or activity

System generate email - If you are adding a staff member for display purposes only and don't wish them to have SchoolsBuddy access you can create a dummy email by clicking System generate email

MIS Id - Leave this blank. Staff with MIS records should not have additional records created as this causes issues in the system. New members of staff will be imported on a daily basis.

Once you have added staff, set up their permission under the Staff Roles tab.

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