EducationLink gives all the control you need to manage your team. Learn more about how to do just that.
You can add, edit roles and remove users that have access to EducationLink at any time. To do that there is only one place you have to do, regardless if it's adding a new user, editing the roles of a current user or removing the access of another user.
To manage users (and offices) head to "Agency settings" which you can find when you hover the settings icon on the top-right corner. Click on "Offices & users". EducationLink will list all the offices in your agency.
To add a new user
Follow the steps above and click on the "+" of the Office you would like to add a user for. You will see a green button "Add new". Fill up the information required, such as First name, last name, email, phone, and roles.
Attention: roles are important
The roles will determine who and what they will have access to EducationLink. The "Admin" role is the most powerful and gives completely control of your EducationLink account. Use with caution.
To edit a user
You can only change the "Office" or the "Roles" of a user. Their personal data such as name and email can only be managed by them, to see how they can do that, read our article How to update my name, picture, email and email signature?.
To remove a user
You can remove/delete a user, preventing them to have access to EducationLink at any time. Follow the same steps to add/edit a user. As soon as you found the Office of the user you want to remove, click on the "+" sign right next to the user name.
Click in the red button "Remove".
EducationLink will ask you to type the name of another user. EducationLink will user the user you've typed to transfer any student currently assigned to the user being removed, thus making sure students always have counselors assigned to them.
I can't see "Agency settings"!
If you can't see "Agency settings" it's because your level of access to EducationLink (role) does not allow you to manage users or preferences of EducationLink. Ask your manager to change your roles, giving you access to "Admin".