How-To Add/Invite Staff to Your School

You must have school or tech-admin level access to add or invite staff to your school.

1. Log in to your Closegap staff account here.
2. Click ' Manage' from the navigation menu on the bottom left-hand side of the page.
3. On the Manage page, click 'Staff.'
4. Click '+ADD STAFF.'
5. Click 'DOWNLOAD OUR TEMPLATE HERE' under "Let's roster your school staff!"
6. Open the "educators_template" file and fill in with your staff's information. 

Note:  In order to add staff members, you must provide each individual's first name, last name, email, and role. Use the dropdown menu under role to select the role that best fits each staff member.

See FAQ below for more information on how role impacts staff access.

7. Save the completed educator template as a CSV file.  
8. Drag and drop your CSV file onto the register educators page or click to upload it from your files.
9. If your upload was successful, you'll be redirected to the Manage Staff page where you'll see all of your staff members listed.  The staff members you invited will receive an email from the Closegap Team welcoming them to Closegap.  All they need to do is follow the link in that email to set their password. 

Note:  If there was missing information or errors in your educator CSV file, a message will appear in the upload area describing the issue and row where the problem can be found.  Please make corrections to your educator CSV and try uploading again. 

You can also add staff members individually in the "Add an Individual" section at the very bottom of this page,  by entering their email address and clicking 'SEND INVITE.' 

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FAQ

How does a staff member's role in Closegap impact their access?

The role that you select for staff members in the educator CSV determines their default access-level on Closegap: 

• Technology Administrators default to tech-admin access and can manage school data but cannot view student check-in data.
• Teachers default to classroom-level access and can view check-in data for the students in their assigned classrooms.  
• All other school and district roles default to school-level access and can manage school data and view check-in data for all students.

You can update a staff member's access level at any time (see How-To Edit Staff Access Level).

I successfully added staff to my school and see their names on the Manage Staff page, but they haven't received the Welcome to Closegap email.  What should I do?

The Welcome email may have been filtered by your email provider.  Ask your team member to search their Inbox for messages from [e-mail].  We also recommend checking the Spam folder.  If they're still unable to find the Welcome email, let our team know by submitting a support request here. 

I'd like to add staff to my school but I don't have all of the required information in the educator template.  What can I do?

That's okay - we recognize that you might not have access to all names, emails, and roles for your team.  You can add staff members by email at the bottom of the Manage Staff page.  Find the "Add an Individual" section, enter a staff member's email address, and click 'SEND INVITE.'  Need to add more than one team member by email?  Click '+' to add as many team members' emails as needed before sending the invite. 

I'm having trouble with uploading the Educator CSV file.  What can I do?

Take a screenshot of the error message that appears above the uploader and of your CSV file.  Submit a support request here and attach both images.  This will help our team get to the bottom of the problem quickly!