Users within ClickView are created in two ways through the School Management option. This is only available to ClickView Administrators.
- Customers who choose Single Sign On as their preferred login method, will see user accounts for both staff and students are created automatically upon the first login to ClickView. This means that manual creation and management of users within ClickView, is not required. Users are managed within your schools active directory.
- Customers who choose to not use Single Sign On or want to add an ad-hoc user account, ClickView has an inbuilt User Manager where you can create, update, deactivate or delete users, either singularly or in bulk.
If you’re unsure whether your school uses Single Sign On, please click here.
Accessing Student or Staff Manager
The user management screens are accessed via your user profile picture in the top right of the screen, and then Settings:
From the settings screen, you’ll see the User Management options for Student manager and Staff manager:
Select Staff manager from the User Management options. Staff accounts can be created in bulk via an import, or singularly for ad-hoc user accounts.
Single User Creation
Click the button +Add new staff and select the 'Manually create account' option you’ll be presented with the create new staff form:
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The newly created member of staff will receive an activation email:
The activation email has a simple 'Activate' button for the user to Click.
The username is also given to the user.
Logging into ClickView can now be done by using the email/password, OR, username/password. |
Clicking on the Activate button, will present the user with the following screen where they can simply set a password, and once set - they are all setup! |
Bulk User Creation
Click the button +Add new staff and select the 'Upload a spreadsheet' option and you’ll be presented with information about the format required for uploading into ClickView. Download the template by clicking the ‘download’ button or construct your csv file in this format.
Once the list of users is ready to import, click the Upload .csv file button.
NOTE: Please check for leading or trailing spaces within your data prior to uploading
The next step of the process is to review the list of staff, prior to creating their user accounts. ClickView has inbuilt validation to capture common mistakes such as missing information or incorrect formats.
The Review screen can be toggled to show all students in the import, or just those with validation errors. ClickView allows Admin users to edit the incorrect information quickly and easily on the fly by clicking on the pencil icon.
Once all validation errors are resolved, click the Create accounts button to complete the process.
The newly created member of staff will receive an activation email:
The activation email has a simple 'Activate' button for the user to Click.
The username is also given to the user.
Logging into ClickView can now be done by using the email/password, OR, username/password. |
Clicking on the Activate button, will present the user with the following screen where they can simply set a password, and once set - they are all setup! |
Select Student manager from the User Management options. Student accounts can be created in bulk via an import, or singularly for ad-hoc user accounts.
Single User Creation
Click the button +Add new student and select the 'Manually create account' option and you’ll be presented with the create new student form:
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There are two options for setting up a student account in ClickView:
NOTE: An email address is NOT required for a student to access ClickView. However, a verified email address is required to reset the password, if the student clicks the 'forgot password' link from the login screen. |
Once the student account is created, you will receive a popup message to confirm the account creation. |
The student will receive an activation email. There is a simple 'Activate' button for the student to Click.
The username is also given to the student.
Logging into ClickView can now be done by using the email/password, OR, username/password. |
Clicking on the Activate button, will present the student with the following screen where they can simply set a password, and once set - they are all setup!
Completing the activation process will automatically verify the students email address. |
Bulk User Creation
Click the button +Add new student and select the 'Upload a spreadsheet' option and you’ll be presented with information about the format required for uploading into ClickView. Download the template or construct your csv in this format.
There are two options for setting up student accounts in ClickView:
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Student-set password accounts (Populated Email column): Students will receive an account activation email at the specified email address. They can activate their account by clicking the "Activate my account" button within the email. During activation, they will be prompted to set their own password, allowing them to personalise their account security. They'll be able to sign in with either their email address or username.
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Teacher-set password accounts (Empty Email column): If you prefer to pre-set passwords for students, you can leave the email column empty. In this case, students will not receive an account activation email. Instead, they can sign in using the password you have set for them. However, it is necessary to manually provide students with their username and password.
NOTE: An email address is NOT required for a student to access ClickView. However, a verified email address is required to reset the password, if the student clicks the 'forgot password' link from the login screen.
Once the list of users is ready to import, click the Upload .csv file button.
NOTE: Please check for leading or trailing spaces within your data prior to uploading
The next step of the process is to review the list of students, prior to creating their user accounts. ClickView has inbuilt validation to capture common mistakes such as missing information or incorrect formats.
The Review screen can be toggled to show all students in the import, or just those with validation errors. ClickView allows Admin users to edit the incorrect information quickly and easily on the fly by clicking on the pencil icon.
Once all validation errors are resolved, click the Create accounts button.
The students now exist as users within ClickView.
As the Administrator performing the import, you will be emailed a summary of the bulk import results which contains a csv of the student credentials. This will include any auto generated usernames and/or passwords so that you can then share the details with your students.
The student will receive an activation email. There is a simple 'Activate' button for the student to Click.
The username is also given to the student.
Logging into ClickView can now be done by using the email/password, OR, username/password. |
Clicking on the Activate button, will present the student with the following screen where they can simply set a password, and once set - they are all setup!
Completing the activation process will automatically verify the students email address. |
When adding users to your school, you may find that a user (or users) already exist within another school.
ClickView will allow you to invite a user to join your school meaning that import process can continue through to completion.
Select either 'Student manager' or 'Staff manager' from the User Management options.
Click on the + Add new students button and choose whether to manually add a single, or upload multiple student accounts.
Single User Creation
From the create new student screen, enter the students email address:
ClickView will search our database of existing users when you click away from the email field, and if an existing user is identified, the following popup message will appear:
Select the year group for the student and click 'Add':
A confirmation popup will appear:
The student will receive an invitation to join the new school. There is a simple 'Join' button for the student to Click. |
A confirmation for the student will appear. Click 'Continue' to go to the login screen |
The student will login using their existing credentials and once authenticated, the student will be a part of your schools ClickView community. |
Bulk User Creation
Click the button +Add new student and select the 'Upload a spreadsheet' option and you’ll be presented with information about the format required for uploading into ClickView. Download the template or construct your csv in this format.
There are two options for setting up student accounts in ClickView:
-
Student-set password accounts (Populated Email column): Students will receive an account activation email at the specified email address. They can activate their account by clicking the "Activate my account" button within the email. During activation, they will be prompted to set their own password, allowing them to personalise their account security. They'll be able to sign in with either their email address or username.
-
Teacher-set password accounts (Empty Email column): If you prefer to pre-set passwords for students, you can leave the email column empty. In this case, students will not receive an account activation email. Instead, they can sign in using the password you have set for them. However, it is necessary to manually provide students with their username and password.
NOTE: An email address is NOT required for a student to access ClickView. However, a verified email address is required to reset the password, if the student clicks the 'forgot password' link from the login screen.
Once the list of users is ready to import, click the Upload .csv file button.
NOTE: Please check for leading or trailing spaces within your data prior to uploading
The next step of the process is to review the list of students, prior to creating their user accounts. ClickView has inbuilt validation to capture common mistakes such as missing information or incorrect formats.
The Review screen will notify you where existing users have been detected. Click 'Next' to continue:
Confirm the addition of the student/s by clicking on the 'Create' button:
The students now exist as users within ClickView.
The student will receive an invitation to join the new school. There is a simple 'Join' button for the student to Click. |
A confirmation for the student will appear. Click 'Continue' to go to the login screen |
The student will login using their existing credentials and once authenticated, the student will be a part of your schools ClickView community. |
Depending on whether you want to disable/delete a student or a member of staff, select either 'Student manager' or 'Staff manager' from the User Management options.
Identify the student or staff member that you wish to deactivate, click on the three dots to the right-hand side of the screen, and select 'Deactivate account' from the popup menu. (In this example, we're deactivating a student):
A popup confirmation box will appear, if you're sure, click 'Deactivate account':
NOTE: Deactivated accounts will still show in ClickView, but users will not be able to access the system
Deactivated accounts are easily identified in the list of users due to the word 'Deactivated' appearing in a red box:
To delete the user, select the three dots to the right-hand side of the screen, and select 'Delete'. Deleting the account will remove the user completely from ClickView:
NOTE: Only deactivated users can be deleted
When a student leaves your school, you have the option of removing them.
What's the difference between 'Remove' and 'Deactivate'?
Removing a user will remove them from your school, but NOT delete the student account from ClickView. It leaves the users account (including content), so it's available for other schools to add. Deactivated accounts will still show in ClickView, but users will not be able to access the system.
Select either 'Student manager' or 'Staff manager' from the User Management options.
Identify the student or staff member that you wish to remove, click on the three dots to the right-hand side of the screen, and select 'Deactivate account' from the popup menu.
A popup confirmation box will appear, if you're sure, click 'Deactivate account':
NOTE: Deactivated accounts will still show in ClickView, but users will not be able to access the system
Deactivated accounts are easily identified in the list of users due to the word 'Deactivated' appearing in a red box:
To remove the user, select the three dots to the right-hand side of the screen, and select 'Remove user'.
NOTE: Only deactivated users can be removed
The Bulk Actions feature provides you the ability to perform updates for multiple student or staff accounts at once. This makes the process more efficient and easier, therefore saving you a lot time.
These are the following actions that the bulk actions feature can achieve:
- Change Year Group
- Reset Password
- Send an account activation email
- Deactivate/Reactivate Accounts
- Remove Accounts
- Add to classroom
- Annual year group rollover - This action can only be performed once a year. If it is greyed out, this means it has already been used for this year.
- Send Password reset email
Prior to performing a bulk action, you'll need to select the user accounts to perform the bulk action on. Selecting multiple records can be done manually by simply ticking the box at the left-hand side of the screen, for your list of users.
Alternatively, you can select multiple users via csv, which is a quick way to select school leavers (regardless of year), and bulk deactivate, then delete.
In the user management screen, click on the three dots adjacent to the search box:
Download the template or construct a .csv in the same format. You could use an export from your Active directory to populate the email address and/or username. With the csv populated, click on the 'Upload .csv file' button.
With multiple users selected, you can click on the 'Selecting a bulk action' button:
You will then be taken to a simple step-by-step process to assist you perform your desired bulk action. Once you're satisfied with the selected user accounts, click 'Next' on the top right, then you will be then taken to step 2 where you will choose which bulk action you would like to perform.
The bulk actions available will determine whether you are making changes on staff accounts or student accounts:
Bulk Actions Options for Students:
Bulk Actions Options for Staff:
Example updating the Year Level:
For this example, we have selected students, and the bulk action 'Change year group' as we are updating the year 5 students to year 6.
From the Student review screen, click 'Next' and select your bulk action:
Enter the year group value that you wish to move students to, and the screen dynamically changes to reflect your input. Click the Next button.
You're now at the confirmation stage. The screen presents a full summary of your chosen changes. To make edits, select the Back option, or to proceed, select the Confirm button.
You'll be sent an email summarising the result of the changes made including a csv file attached with more detail, and now you're all done!
Bulk action history
Any bulk action performed will be documented and logged to assist in keeping track of any bulk changes made to the user list. We can access the bulk action history by selecting the 3-dot icon and clicking 'Bulk action history':