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End-of-Year Process

All steps in this article must be completed in the Administrator Portal.

Important: If you are using a District Level account, you must revoke content from and delete classes and users for each school in the district. Learn how to switch between schools: Switching School View

Within this article:

Step 1: Revoking Content from Users & Classes
Step 2: Deleting Users & Classes
Step 3: Pause Sync (Automated Rostering Only)
Step 4: Prepare for the New Year
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Step 1: Revoking Content from Users & Classes

If content is revoked from a class, it will also be revoked from all users within the class, including teachers. The fastest way to revoke content is with the Bulk Revoke Content tool.

Bulk Revoking Content
Revoking Content from Users & Classes

 


 

Step 2: Deleting Users & Classes

Deleting a class does not delete the users within the class. The fastest way to delete users and classes is with Bulk Delete.

Important: Deleting a user will also delete their associated data. This action is irreversible.

Bulk Delete
Deleting Classes
Deleting Users

 


 

Step 3: Pause Sync (Automated Rostering Only)

We recommend this step to avoid sending unnecessary data between sessions.

Pause Sync

 


 

Step 4: Prepare for the New Year

Once the end of year steps have been completed, you can begin the new year process using one of the guides below, depending on your rostering method:

Automated Rostering
Manual Rostering

 


 

Get Help

Check out our Frequently Asked Questions regarding the end of year and new year processes.

Frequently Asked Questions