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Edit existing school-level accounts
Edit existing school-level accounts
Follett Software avatar
Written by Follett Software
Updated over 3 months ago

School Admins can manage accounts for others, including bookkeepers, teachers, boosters, and other fundraiser organizers. You can also create a new 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 edit.

3. Do any of the following:

If you selected…

Then…

Teachers

Do any of the following:

  • To view a teacher's personal Public Page, click the view icon.

  • To turn a teacher’s access on or off, use the toggle.

    Note: Teachers with their access turned off will still be attached to the school, but won’t be able to log on until their access is restored.

  • To edit the user information, click the edit icon. A pop-up appears.

a. Make any changes you want.

b. Click OK.

School Admins

Do any of the following:

  • To set the user as a Sub Admin, turn on the toggle.

    Note: When this toggle is turned on, this user can manage school-level user accounts.

  • To allow the user to approve fundraisers, turn on the Approve Emails toggle.

    Note: When this toggle is turned on, this user can approve fundraisers for the school.

  • To edit the user information, click the edit icon. A pop-up appears.

    a. Make any changes you want.

    b. Click Submit.

Boosters

Do any of the following:

  • To suspend the account, click the Suspend toggle. You can reinstate the account at any time.

  • To edit the user information, click the edit icon. A pop-up appears.

    a. Make any changes you want.

    b. Click OK.

Financial Account (Bookkeeper)

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

a. Click the edit icon. A pop-up appears.

b. Make any changes you want.

c. Click OK.

PTA

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

Click the edit icon.

A pop-up appears.

a. Make any changes you want.

b. To change the password, under User Credentials, select the checkbox. A new field appears.

c. Enter the new password.

d. Click OK.

For additional help, contact support@livingtree.com.

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