Profile Settings

My Profile

As an adult, you can update your profile at any time. From the dashboard, click the gear icon underneath the name of your school.

On the Profile Settings page, you can make adjustments to your profile (My profile) and/or associate yourself with locations (My locations) in your building.

To make adjustments to your profile, click the gear icon underneath the name of your school, click My profile, and make any adjustments necessary to your profile settings. The following items can be adjusted on this page:

• Photo (#1)

• First and/or Last name (#2) (If provisioning users via a 3rd party, you can change your name, but it will revert back to the previous name during the next sync.

• Questions regarding appointments and passes (#3)

  • If your school has enabled student requested appointments, toggle the switch to the right (blue) if you want students to be able to send requests to you. Toggle the switch to the left (white) if you do not want students to be able to send requests to you. (This is an optional feature that may not be enabled in your school.)

    • Student Appointment Request Notifications

      • Email Notification - Toggle to the right (blue) if you would like to receive email notifications of student appointment requests when the request is made or if a request is edited or canceled.

        
        

      • Bell Notification - Toggle to the right (blue) if you would like to receive browser push notifications of student appointment requests when the request is made or if a request is edited or canceled.

  • In order for students and adults to create passes To/From you, toggle the switch to the right (blue) to allow adults and students to be able to create passes to/from you?” Toggle the switch to the left (white) if you do not want adults and students to be able to create passes to/from you (Please know that Appointment Passes can still be made to you even if you select “No”.)

  • You can choose to get Appointment Pass reminder emails 20 minutes and/or 5 minutes prior to your appointments. Slide either/both toggles to the right to receive the reminder emails.

  • Both teachers/staff and students can receive multiple reminders for appointments via in-application notifications and email. Adults manage their own reminder preferences, while school administrators set the reminder options for students.

• PIN (#4) (used to APPROVE/END passes from a student’s device)

  • Enter a PIN that is 4 to 6 characters long: numbers, letters, or characters, with no spaces.

  • Use a PIN that is complex in nature and unique to you (e.g., 1006PA, Soup44, P2O2E2).
    Do NOT use easily recognizable PINs (1111,1234, ABCD).

  • When creating your PIN, a complex PIN (1006PA) is much better than a simple one (1234, 1111, 2002). You can change this as often as you wish.

• Save Changes (#5)

Please see the screenshot below for more details.

IMPORTANT NOTE: Make sure your PIN is unique to you. DO NOT use an easily recognizable PIN (1111, 1234, etc.).

REMEMBER: If you happen to choose a PIN that is being used by someone else, you will receive the following message: “Error - Unable to update profile. PIN already assigned to another adult.”

My Locations

Any adult (teacher, staff, admin) can associate with a location. Once associated with a location, when a student creates a pass to/from that location, adults will see the pass on the “My passes” tab on the Dashboard.

Follow these steps to associate with a location:

• Click the gear icon (under the name of your school).

• Click My locations.

• Click on the Select Location drop down list and select the location(s) OR start typing the room name you want to link yourself to, then select the location by clicking on the room.

• Click on the Add location to link yourself to more locations.

• Click the blue edit pencil to add a Student Check-In PIN, if your admin has enabled this feature. See below for instructions on how to set up the Student Check-In PIN.

• To delete a location, click on the blue trash can.

• Remember to click on the blue Save changes button.

  
  

If the Auto Check-in is enabled and your admin has given permission to utilize this feature, you can assign that location a Check-in PIN that students’ will enter on their device when they enter that location. To add a location PIN, click the Edit pencil, click in the PIN field, and add the PIN. Then click Save changes.

My locations - Setting an Auto Check-in PIN

Student’s Device using the Check-in PIN

REMEMBER: You can update your Profile Settings at any time.