Unlike supervisors, admins have access to the “Students & Staff” page, allowing them to assign students to supervisors, manage those students from their profiles, and add or remove students and staff from the organization.
To assign students to supervisors:
From the “Students & Staff” screen, click an instructor’s name to view their profile
Click Edit in the "Assigned Students" section.
Click the checkboxes next to all the students the instructor is working with
Click Save Assignment
To assign supervisors to students:
From the “Students & Staff” and click a student’s name to view their profile
Click Edit in the "Instructor" section
Click the checkboxes next to all the instructors the student is working with
Click Save Assignment
To add a new student to the organization:
From the “Students & Staff” screen, click Students to view the list of current students
Click Add People
Click One Student
Complete all fields, including guardian information.
Click Add Student
Assign instructors to the student, as detailed above
To add a new instructor to the organization:
From the “Students & Staff” screen, click Add People
Click One Staff Member
Complete all fields, including staff member role and personal data
Double-check the staff member’s email address to ensure the invitation to set up a password to access Thread
Click Add Staff Member
Assign students to the instructor, as detailed above
To deactivate a student or staff member:
From the “Students & Staff” screen, click either the Staff or Students tabs and then select the contact
Click Make Inactive
Deactivated accounts will be removed as users from billing in subsequent months. Once a student or staff member has been deactivated, users can view certain information within the account, or choose to reactivate or remove the account.
To check the status of Thread contacts:
From the “Students & Staff” screen, locate the staff member by using the search bar or scrolling through the list of staff members
Under “Status,” view the contact status on the right-hand side
Pending: the invitation has not been accepted and a password has not been created
Active: the invitation has been accepted and a password has been created
Inactive: former students and staff whose accounts have been deactivated