New Year Process: Automated Rostering
How to prepare for the end of the year or beginning of a new school year in the Administrator Portal with automated rostering
The following steps 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 every school in the district. Learn how to switch to different schools: Switching School View
Within this article:
• Step 1: Revoking Content from Users & Classes
• Step 2: Deleting Users & Classes
• Step 3: Adding Users & Classes
• Step 4: Distributing Content to Users & Classes
• Get Help
Step 1: Revoking Content from Users & Classes
Tip: 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
Tip: 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: Adding Users & Classes
To add new classes and users, updated roster data must be sent over. First update and send the new roster from your chosen rostering platform. Next, start the sync and wait for data to sync. You can check the sync status within the Administrator Portal. Finally, confirm new classes and users have been added before moving on to the next step.
• Start Sync
• Checking Sync Status
• Selective Sync
Tip: If you have chosen ClassLink, OneRoster API, OneRoster SFTP, or PowerSchool Universal Rostering Plugin as your rostering method, you can use the Selective Sync tool to select which schools and classes are synced to the Administrator Portal.
Important: To ensure data privacy, we have entrusted rostering to schools and districts. This allows them to have complete control over their accounts and ensures the security of their data.
Step 4: Distributing Content to Users & Classes
Once new classes and users have been added, content can be distributed to them in bulk or individually.
• Distributing Content to Users & Classes
Get Help
Check out our Frequently Asked Questions regarding the end of year and new year processes.
We understand that you may need further assistance with preparing for the next school year. If you have any questions or require help with any of the steps outlined above, please do not hesitate to contact our help team by submitting a help ticket via the chat bot.