Getting your school set up with Populi is a big job, so the first thing you need to do is make sure you get other users on board as soon as possible. Here's what you need to do:
- Make sure your staff are in the system.
- Give them the appropriate user roles.
- Give them user access to Populi.
Step one: make sure they're in the system
If your school did not import data into Populi, the first thing you'll need to do is add other people to the system. Start by adding your staff users in Admin > Add New Person.
If we did import data for you, chances are the people you're looking for are already in the system. Look for them using the Search in the upper right of the main Populi screen.
As you work your way through the list of initial users, make sure that they have a valid email address entered on their Profile > Info view—you will need this to grant them user access.
Step two: give them the appropriate user roles
A person's user roles determine what they can do in Populi—what information they can see, what information they can change, and what activities they can participate in. For example, Faculty can see and change just about everything in a course they're teaching, but Students in that course can only see lessons, assignments, basic info, etc.
When we first created your own user account, we added all of the key "Admin" roles to your profile. Among other things, this grants you the ability to assign any Populi user role to anyone in your system. You'll want to make sure your various department administrators have the roles they need to complete their respective setup tasks. For example, you'll want to make sure your key billing people have the Financial Admin role so they can set up the Chart of Accounts, tuition, fees, etc.
Consult this list of Populi's user roles as you get your people set up.
Step three: give them user access to Populi
After making sure your people are in Populi and that they have the appropriate user roles, it's time to start granting them user access. This article has instructions for doing so. You should also review your Populi Account > Security settings, especially the settings for login approvals—these security settings affect how your users will be required to log in.
Step four: get everyone acquainted with Populi Support
We're here to help you and your staff get the job done with Populi—especially as you're getting started. Circulate this article so everyone at your school knows how to get help from Populi Support. And this article will get your users pointed in the right direction as they undertake to set up their particular areas of Populi.