Account Management – User Accounts

May 16, 2023

Getting Started

How-to | Onboarding Manuals

Set Up your Institution and Create Academic Periods | Onboarding Manual
How Can I Find Students Enrolled In Another Academic Period | Onboarding Manuals
Understanding Terminology and Set Up | Onboarding Manual
Understanding Classter Main Entities | Onboarding Manual
Create the List of Subjects (or Units/Modules) | Onboarding Manual
How to Create Classes (or Groups) | Onboarding Manual
Mass Student Upload and Invitation with Excel Files | Onboarding Manual
Mass Teacher’s Upload and Invitation to Sign-up with Excel FIles | Onboarding Manual
Enroll Students to One or More Classes & Subjects | Onboarding Manual
Allocate Educators to Classes (or Groups) & Subjects | Onboarding Manual
Create the First Session | Onboarding Manual
Enable Students to Self-Register | Onboarding Manual
Create A Digital Classroom | Onboarding Manual
Create Timetables | Onboarding Manual
Create Marking Periods & Ranges | Onboarding Manual
Integrate with Office 365 for Education | Onboarding Manual

User Types

Employee

User Actions | Employee’s Manual
Online “User” Accounts | Employee’s Manual
Student/Parents Meetings | Employee’s Manual
User Profile | Employee’s Manual
Quick Actions | Employee’s Manual
Create & Edit Reports | Employee’s Manual
Absences | Employee’s Manual
Marking | Employee’s Manual
Sessions & Homework | Employee’s Manual
Create a New CRM Action | Employee’s Manual
Enroll Subjects to Classes | Employee’s Manual
Allocate Teachers to Classes | Employee’s Manual
Enroll Students to Classes | Employee’s Manual
Create a New Employee | Employee’s Manual
Teacher’s Timetable | Employee Manual
Educator’s Financial Data & Remarks | Employee’s Manual
Create A New Teacher | Employee’s Manual
Student Profile – Add Relatives | Employee’s Manual
Edit Student | Employee’s Manual
Student List Actions | Employee’s Manual
Add a Student | Employee’s Manual
Manage & Edit Groups | Employee’s Manual
Create & Edit Calendars | Employee’s Manual
Message Center | Employee’s Manual
Admission | Employee’s Manual

Educator

Mentor Manual
Dashboard | Educator’s Manual
User Actions | Educator’s Manual
Calendar & Timetable | Educator’s Manual
Manage Events & Announcements | Educator’s Manual
Sessions | Educator’s Manual
My Groups | Educator’s Manual
My Students | Educator’s Manual
My Subjects | Educator’s Manual
Absences | Educator’s Manual
Classwork/ Homework | Educator’s Manual
Assignments & Assessments | Educator’s Manual
Term Marking | Educator’s Manual
Descriptive Marking | Educator’s Manual
Entrance Assessments | Educator’s Manual
Student’s – Parent’s Meetings | Educator’s Manual
Remarks & Actions | Educator’s Manual
Analysis | Educator’s Manual
Quiz Management | Educator’s Manual
Library | Educator’s Manual
Reporting | Educator’s Manual

Student

Dashboard | Student’s Manual
User Actions | Student’s Manual
Registrations & Enrolments | Student’s Manual
Financial | Student’s Manual
Timetable | Student’s Manual
My Subjects | Student’s Manual
My Teachers | Student’s Manual
Homework | Student’s Manual
Academic Data | Student’s Manual
Sessions | Student’s Manual
Students’/ Parents’ Meetings | Student’s Manual
Remarks & Actions | Student’s Manual
Progress | Student’s Manual
Attendance | Student’s Manual
Requests | Student’s Manual
Transportation | Student’s Manual
Library | Student’s Manual
Quizzes/ Surveys | Student’s Manual
Reporting | Student’s Manual
Useful Links | Student’s Manual

Parent

Dashboard | Parent’s Manual
User Actions | Parent’s Manual
Registration & Enrolments | Parent’s Manual
Financial | Parent’s Manual
Timetable | Parent’s Manual
Homework | Parent’s Manual
Academic Data | Parent’s Manual
Sessions | Parent’s Manual
Student/Parents Meetings | Parent’s Manual
Teachers | Parent’s Manual
Remarks & Actions | Parent’s Manual
Progress | Parent’s Manual
Attendance | Parent’s Manual
Requests | Parent’s Manual
Transportation | Parent’s Manual
Quizzes/Surveys | Parent’s Manual
Reporting | Parent’s Manual
Useful Links | Parent’s Manual

Alumni

Dashboard | Alumni’s Manual
User Actions | Alumni’s Manual
My Classmates | Alumni’s Manual
Personal Data | Alumni’s Manual
Application Management | Alumni’s Manual
Requests | Alumni’s Manual

Modules

Core

Basic Institution Set-up

My Institute
How Can Students and Parents See Enrollments (My Subjects / Courses)
Creating a New Academic Period
Customize & Edit Terminology
Custom Tabs
Academic Periods
Levels
How Do you Disable Academic Periods for Students, Parents and Teachers?

Module Configuration

Dropdown Lists
General Settings

In General

How can I Create a Username and an Email Using Only the First First Name and the First Last Name, for a Multiple Name User?
What is the time the end user sees in Classter
How Can I Upload Student Data from an Excel Sheet?
How Can I Define which Employee Receives Notification when a Consent form Is Submitted?
How Can I Send an Email Invitation to Fill in the Consent?
Can I Change the Default Language to Global?
How Can an Email Address be Automatically Synced Once I Register a Student?
How Can I Change Usernames and Passwords for Users (All Types)?
How Do I Set Up the Automatic Email Notification for Students, Parents and Teachers?
How Can I Add External Links on the Dashboard?
How is Password Strength Measured?
How to Change the Price/Cost for a Specific Academic Year/Grade from Classter Portal
Why Some Students Dont Receive Bulk Emails While Others Do?

Educational Programs, Subjects and Services

How Can I Edit the Educational Program for a Group of Students?
How Can I Massively Change the Educational Program for Many Students?
Educational Programs
Subjects
Services
Classifications
How Do I Enable the Registry Category and where Is It Used?
How Do I Set Constraints for a Course?
How Do I Upload Files to a Specific Subject and where Can the Files Uploaded be Viewed by Students?

Students, Classes and Enrollments

Student User Credentials Management
I Cannot See a Student in the Student’s List. Why?
Which are the Alternatives to Enroll Classes/ Subjects to Students?
How Can I Filter Students Based on Given Consents?
How Can I Find Which Students Had an X Status During an Academic Period?
Transferring Students to New Academic Period
How Can I Reclaim Deleted Subjects for a Student?
How Can I Change the Status from Student to Alumni?
How Can I Mass Assign Students to Classes and Subjects (K12 Schools)?
How Can I Divide a Class Into 2 Sub-groups for a Subject?
Student Registration Statistics
What is the Purpose of Contact Date and Status Date When I Create a New Student and When I Edit the Students Educational Program?
How do I Bulk Enroll Students to Services?

Relatives Management

Student Management | Relatives & Siblings Management
Relative Management
Sibling Management | Relatives & Siblings Management

Educators and Allocations

How Can I Allocate More Than One Teacher to a Subject?
How Can I Create a Working Hour Report for Teachers?
How Can a Teacher See a Student’s General Academic Progress

Roles & Rights Management

How Can I Convert an Employee to Admin?
How Can I Add a User Role to a Classter User?
How Can I Define Which Users Have Access in Personal Files?
A User Holds Multiple Roles in Classter. How Can They Choose Which Role to Log in?
Role Management
How an Admin Can Login as Any User Type (Ιmpersonation)
Introduction | Roles & Rights Management
Editing Roles
Creating New user Roles
Account Management – User Accounts
How Can I Allocate the Role Technician to a Teacher?
How Can I Copy Settings from an Existing to a New Role?
How Can I Change an Employee to Admin?
Why Can’t My Students Sign in to Classter (Role Issue)

Reporting

How to Create a Custom Report

Student Card Management

Card Templates
Card Management
Use of QR codes in the system | Student Card Management

CRM Module

Events & Announcements

I want the participants to reply whether they will attend my event or not. Is this possible through Classter?
What is the difference between an announcement and a central announcement?
How can I create an event category
How can I measure attendees’ satisfaction in an event?
How to configure create and view events
I want to categorize my institution’s events and announcements in different categories. How can I do that?
I want to view available classrooms when scheduling an event. Is this possible?
I want to plan an event. How can I see the available timeslots?
I want to book available resources for my event