How to configure 'Access Settings' for staff account creation?

Configuration

Within the 'Requesting access' menu, there are three available options for how staff members can request access to use ClickView at your school:

• 'No one can request to join your school' - This setting prevents teachers from submitting requests to join the school, essentially disabling the feature. Users attempting to log in will be directed to contact their schools ClickView Administrator for access assistance.
  
  
• 'Allow teachers with a specific email address to request to join your school' - This option enables Staff members with email addresses falling within specific domains designated by a ClickView admin, to request access.
  
  NOTE: Common email domains like Gmail or Outlook cannot be used to prevent non-school users from joining
  
  
• 'Allow any teacher to request to join your school' - With this option, there are no restrictions on the type of email address used. Staff members are free to send a request to ClickView admins to become a part of the school's ClickView.

Manage Access

Note: In this example, we're allowing users with a specific domain to request to join ClickView.

1. Staff can request access to ClickView by selecting the 'Sign up for free' button on the top right of the ClickView.net page:

2. Staff would click on the 'I'm an Educator' button:

3. They will then be guided through quick and simple steps activate their ClickView account.  Firstly, they will enter their school email address and click 'Continue':

4. Then select the postcode or suburb of the school:

5. Then select the school and click on the Get Started button:

6. ClickView identifies that your school already has a ClickView account and prompts the staff member:

For users where the email domain matches the setup of ClickView, users can request access:		For users where the email domain does not match the setup of ClickView, users are prompted to contact the ClickView Administrator:

7. Once these steps are completed, a confirmation notification is displayed on screen.  The request to join the school is now ready for approval by the schools ClickView administrator.

See our Granting Access section below.

Granting Access

Ultimately, all access requests are managed through the Staff Management screen within ClickView. 

1. ClickView Administrators can reach the staff management screen by clicking the bell icon next to your name, then clicking on the notification:

Or, you can access the staff management screen through the access settings screen and clicking on the link below:

Or lastly, you can navigate straight into the Staff Manager screen through settings:

2. Within the Staff Manager screen, click on the 'Access requests' button to see any pending requests which need approving:

3. Access can be either approved or denied by clicking the relevant button:

Rejecting requests

1. When a request is rejected, the teacher will simply receive an email notification denying their access request:

Approved requests

1. When a request is approved, the Administrator is prompted to confirm:

2. Upon Approving the request, the new staff member receives an approval email with a sign in link:

Toggling on this option grants teachers the ability to invite their colleagues to join ClickView.

Once enabled, teachers can invite their colleagues by following these steps:

1. Click on their own name located at the top right corner and choose the 'Invite a colleague' option:

2. Complete the fields 'First name' and 'Work email address,' and then proceed by clicking the 'Send invite' button:

3. A confirmation popup will appear:

4. Alternatively, teachers can also create a link, click on 'copy' and then share with colleagues:

5.  Teachers can check their pending invites by clicking on the Pending tab from the invites screen:

6. Once an invitation is sent, invitees will automatically receive an accept invitation button:

7. New teachers are prompted to complete their name, and set a password before clicking the 'Get Started' button:

8. New teachers can now view ClickView!:

8.

In the automatic access menu, you will have the ability to enable teachers to join the school themselves without having to request ClickView admins for manual approval. You will be notified whenever teachers become part of your institution.

When the "No Access Requests Allowed" option is chosen, ClickView prevents anyone from automatically joining the school, and teachers are instructed to get in touch with a ClickView admin to request access.

1. To use this feature, simply select the 'Allow teachers with specific email addresses to automatically join your school' option, you can then input the relevant school-specific email domains, authorising any teacher with that email address to access ClickView.

NOTE: Common email domains like Gmail or Outlook cannot be used to prevent non-school users from joining

2. After adding the preferred school domain, teachers can request access to ClickView by selecting the 'Sign up for free' button on the top right of the ClickView page:

2. Staff would click on the 'I'm an Educator' button:

3. They will then be guided through quick and simple steps activate their ClickView account.  Firstly, they will enter their school email address and click 'Continue':

4. Then select the postcode or suburb of the school:

5. Then select the school and click on the Get Started button:

6. ClickView identifies that your school already has a ClickView account, and that automatic access is enabled.  The new teacher receives and notification popup:

7. The new teacher receives and activation email:

8. Clicking on the Activate button, will prompt the new member of staff to fill out their name and set a password before being logged into ClickView: