Directions for Refreshing Your Staff Roster in the 7 Mindsets Platform

As a Group Leader, you can add and remove users to help maintain a current staff roster through the Leader Dashboard. There are two options to do this:

Option A - Remove and Add Individual Users

• When might I need to do this?

It may be easier to add and remove individual users if your staff roster in the platform is mostly up-to-date and you only have a couple minor updates to make. You can make individual updates throughout the year or at the beginning of a new school year.

Option B - Bulk Remove and Bulk Add Users

• When might I need to do this?

If there are a lot of updates that need to be made, this is the most efficient method to remove a large group of users that should no longer be part of the group and/or add a group of new teachers to the group.

Frequently Asked Questions

________________________________________________________________________________________________________________

Navigating to the Leader Dashboard:

In the top menu, using the drop-down arrow next to the Account Management tab, select Leader Dashboard.

Option A: Remove and Add Individual Users

You may choose this option if your staff roster is mostly up-to-date, and you only have minor changes to make.

Step 1: Once in the Leader Dashboard, select Manage Educators.

Step 2 – Removing Individual Users: To remove individual users, scroll down to view your staff currently in the group. Use the Remove button to the far right to delete anyone that should no longer be part of your group.

Step 3 – Adding Individual Users: To add individual users, first select Enroll New User.

Next, enter the staff member’s first name, last name, and email address to add them to the group. They will automatically receive an email notifying them about their account.

Option B: Bulk Remove and Bulk Add Users

You may choose this option if you have not updated your staff roster in the platform in a while and you need to make many changes.

Step 1: Once in the Leader Dashboard, select Manage Educators.

Step 2 – Bulk Remove Users: To remove all users or a large group of users at one time, scroll down to view the staff currently in the group.

To remove a group of users, select the users that you want to remove, then select Bulk Remove.

To remove all users in the group, check the box at the top to auto select all users, then select Bulk Remove.

Step 3 – Adding multiple users at one time: To upload a group of users at one time, first select Enroll New User.

Then, select Upload via CSV. You have the option to download a sample CSV file to fill in your staff information for upload. (First column = first name, second column = last name, third column = email address). Once you select your file to upload, select Upload. Depending on the size of your file, it may take a few minutes to complete. All new users to the platform will receive an email notifying them of their account.

____________________________________________________________________________________________________________

Frequently Asked Questions:

1. What if a staff member does not receive the welcome email?

If any staff member does not receive the welcome email:

1. First, please have them check their spam/junk folder.
2. If the email still cannot be located, please have the staff member use the "Lost Password?" option on the login screen at www.7mindsetsportal.com. It will prompt them to enter their email address. They will receive a password reset email where they can follow the directions in the email to change their password and gain access to their account.
3. If the steps above did not work, please have them reach out to our Solutions Support Team by submitting a support request.

2. What should I do if the temporary password in the welcome email does not work?

If the temporary password sent in the welcome email does not work for a teacher (they expire after a certain amount of time), please direct that teacher to go to www.7mindsetsportal.com and select "Lost Password?" They will receive a new email to their inbox with a link they can use to set a new password of their choosing and gain access to their account.

3. How do I add a new Group Leader?

All staff members with Group Leader access must be managed by the 7 Mindsets Solutions Support Team. Please click her to submit a support request if you have any questions or need to make any updates to the group leaders for your district/school/organization.