Guide to Adding New Admins

This help guide will assist with steps to set up your new administrators. If you are using the BigSIS Admissions/Leads module then you normally do not need to add people into the system manually. However, adding new administrators and sometimes teachers and other employees (if they are not already parents with the school), requires you to add people manually. 

After you add the new person into the system you can invite them and follow the steps to add their user permissions based on what they need to access in the system. We have listed a few other helpful items to consider based on what your new admin will be responsible for in BigSIS.

PRO TIP! These instructions can also be used as a review of steps you might consider if you have an administrator that has a new position or if an administrator leaves the school and responsibilities are changing. 

1. Start by adding them as a person. 
   • Adding Student and Person Records.
2. After you add the person you will want to add the appropriate roles. If this person is just an administrator then you only need to add the Employee role but you may add additional roles if necessary. This will guide you on how to add these roles for them. 
   • Roles, Records, and Relationships.
     PRO TIP! In many cases you will be able to skip ahead to the Tying a Student, Alumnus, Teacher, and/or Employee Role to a Person section of the above article. 
3. Once you have added their roles you will then want to send them an invitation to sign up for BigSIS.
   • Sending Signup Links (this article reminds you how to edit your signup link templates if necessary)
     IMPORTANT: An important step of sending the signup link to an admin is to make sure they tell you once they have completed their signup. This is imperative so that you know when you can complete the next step. 
4. Once you have confirmed the new admin has signed up for BigSIS you can set their permissions.
   • Adding or Changing a User's Permission Level
5. Either before or after you set up the permissions for the new user you can start getting their email account set up if they are going to be emailing from the system.
   • How to Connect Gmail Using OAuth (Direct Connect)
     PRO TIP! If you do NOT use Gmail use this article on Setting up New Email Accounts to Send From BigSIS.
6. After setting up a new email account you can consider whether the admin should be set up to send your End-user notifications or tied to any of your email alerts. You may also consider providing them with help information on sending email or editing email templates if these are tasks they will be involved with.  
   • How to Set Up End-User Notification Email Account
   • Setting Up General Alerts
   • Sending Email - Templates, including markers
   • How to Edit Email Templates
   • Update your alerts tied to Letter of Recommendation
     • How to Create Letters of Recommendation
7. Next, will be to get some training material for your new admin. You can send them to our help center to explore hundreds of help articles and the below will be the best place to start!
   PRO TIP! After you get your new admin introduced to BigSIS you can use the help center to have them review help material based on other admin responsibilities they may have.
   
   • BigSIS Help Center
   • Getting to Know BigSIS Help Center
   • Overview 1 Training: Getting Started with BigSIS Help Guide
   • Admin/Portal Help Guide