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Create school-level user accounts
Create school-level user accounts
Follett Software avatar
Written by Follett Software
Updated over 3 months ago

School Admins can create accounts for others, including bookkeepers, teachers, boosters, and other fundraiser organizers. You can also edit an existing account.

1. In the top-right corner, hover over the down arrow, then click Settings.

2. Under Account Management, select the type of account you want to create.

3. Do any of the following:

If you selected…

Then…

Teachers

a. Click Create New Teacher. A pop-up appears.

b. Fill in the information.

Note: This URL becomes the new teacher’s Public Page URL.

c. Click OK.

School Admins

a. Click Add Additional Account. A pop-up appears.

b. Fill in the Email and Password, then repeat the password.

c. If you want this account to be a Sub-Admin, select the checkbox.

Notes: Sub Admin accounts can manage school-level user accounts.

d. Click Submit.

Boosters

a. Click Create New Booster. A pop-up appears.

b. Fill in the information

c. Click OK.

Financial Account (Bookkeeper)

Note: Only one Financial Account (Bookkeeper) can be added per school.

a. Click Add Financial Account.

b. Fill in the information.

c. Click OK.

PTA

Note: Only one PTA account can be added per school.

a. Click Create New PTA. A pop-up appears.

b. Fill in the information.

c. Click OK.

For additional help, contact support@livingtree.com.

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