This setup guide walks through how to set up your Great Minds account. This guide applies to you if:
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This is your first year using Great Minds digital products
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Your organization is using Self-Serve Rostering
Role Required: School Administrator or District Administrator
If you are a returning Self-Serve Rostering Customer, see the School Year Preparation Guide for Returning Self-Serve Rostering Districts for school year setup instructions.
Resources mentioned in the video:
School Year Preparation Guide for Returning Self-Serve Rostering Districts
Upload Staff
Create Teachers
Upload Students
Create Individual Students
Upload Classes
Create Classes
Enroll Students in Classes
Additional Self-Serve Setup Resources
Guide Contents:
Manage Overview
To begin rostering, you’ll need an administrator login. If you are the designated digital administrator, you’ll receive login credentials and instructions via email. Otherwise, contact your digital administrator to request an account.
Your Manage dashboard is where you’ll access staff, student, and class data, as well as all licenses associated with your organization.
Once you’re logged in as an administrator, you’ll navigate to Manage from Great Minds In Sync using the waffle icon at the top right.
From the Great Minds Digital Platform, you can navigate to Manage by clicking the menu icon at the top left and then selecting Manage.
If you’re a district administrator, you can view staff and licenses at the district level, as well as all schools within the district. School administrators can be associated with one or multiple schools, and can only access data for their associated schools.
You can select one of the icons on your Manage dashboard or use the tabs at the top of the page to navigate between each category of data.
Step 1: Upload Teachers
The first step in setting up your school is creating teachers. We recommend using the CSV upload if you have multiple (5+) teachers to create.
1. Select the Staff icon from the Manage Dashboard.
2. Click the Options button on the left and select Upload Staff Users from the drop-down menu.
3. In the pop-up, select Download Template and follow the on-screen guidance to input the required information for each teacher into the template CSV file.
4. See Upload Staff for step-by-step instructions on how to complete and upload your teacher file.
If you have a small number of teachers to create, you can also create individual teacher accounts instead of using the CSV upload. See Create Teachers for more information.
Step 2: Upload Students
The next step in the setup process is creating student accounts.
1. From your Manage dashboard, select the Students icon.
2. Click the Options button on the left and select Upload Students from the drop-down menu.
3. In the pop-up, select Download Template and follow the on-screen guidance to input the required information for each student into the template CSV file.
4. See Upload Students for step-by-step instructions on how to complete and upload your teacher file.
If you have a small number of students to add, you can create individual student accounts instead of using the CSV upload. See Create Individual Students for more information.
Step 3: Upload Classes
The next step in the setup process is creating classes.
1. From your Manage dashboard, select the Classes icon.
2. Click the Options button on the left and select Upload Classes from the drop-down menu.
3. In the pop-up, select Download Template and follow the on-screen guidance to input the required information for each class.
4. See Upload Classes for step-by-step instructions on how to complete and upload your teacher file.
If you have a small number of classes to add, you can create individual classes instead of using the CSV upload. See Create Classes for more information.
Step 4: Enroll Students in Classes
The final step in the setup process is enrolling students in the classes we just created.
1. From your Manage dashboard, select the Classes icon.
2. Locate the class you need to update and click the kebab icon.
3. Select Update Student Roster from the drop-down menu.
4. Select each student you wish to add to the class. You can filter the list using these options or use the search to locate a specific student.
5. When you've finished selecting students, click Save to save your changes.
Repeat this step for each class on the Classes page until all classes have a complete student roster.
See Enroll Students in Classes for step-by-step instructions on how to enroll students in classes. Note that teachers also have the ability to enroll students in their classes. You can forward this resource to your teachers if they are responsible for enrolling students in their classes.
Step 5: Optional Setup Steps
You may want to add additional administrators to your school or district. See Create School Administrators or Create District Administrators for instructions on creating administrator accounts.
You may want to add additional teachers to the classes you rostered in Step 3 above. See Add Co-Teachers to Classes for more information. Teachers can also share their classes with other teachers, so you can forward this resource to your teachers.
Finally, some staff in your organization may require dual teacher and administrator roles. See Add Roles to Staff Users for instructions on adding roles to staff accounts.