Assign Roles to Staff for Schoolnet

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Once Schoolnet single sign-on is configured and enabled, you can then mass assign Schoolnet roles at the staff level for existing PowerSchool users, which allows PowerSchool users to launch Schoolnet from within PowerSchool and PowerTeac her based on their user roles.

To mass assign Schoolnet roles:

1. Generate a tab delimited text file for a selected group of PowerSchool staff members within a specified school or district.
2. Update the tab delimited text file to include the appropriate Schoolnet roles for each PowerSchool staff member.
   
   Note: Single school and role can also be assigned per user. This is done by listing the school number followed by a colon followed by the role. For example, 2125 Amy Bailey 3300401 0 3300401:Teacher. In this example, user Amy Bailey is assigned a Schoolnet Teacher role at school 3300401.
   
   Note: Multiple schools and roles can also be assigned per user. This is done by listing multiple school number role combinations separated by a semicolon. For example, 2125 Amy Bailey 3300401 0 3300402:Teacher;3300402:Leadership;3300401:Teacher;3300401:Leadership;3300400:Teacher. In this example, user Amy Bailey is assigned a Schoolnet Teacher and Leadership role at school 3300402, a Schoolnet Teacher and Leadership role at school 3300401, and a Schoolnet Teacher role at school 300400.
3. Import the updated tab delimited text file back into PowerSchool.
   
   Notes:

• • The schoolnetroles field is now available when using Quick Export or Export Using Template with the Teachers table.
  • Mass assigning Schoolnet roles can only be used for updating existing PowerSchool staff members. To import new PowerSchool staff members, contact PowerSchool Technical Support.
  • The import matches PowerSchool staff members by first name and last name. Therefore, it is recommended that PowerSchool staff members' names be unique. Otherwise, only the first record will be imported and any successive staff members with the same name will be rejected.
  • A maximum of 50 Schoolnet roles may be assigned to a PowerSchool staff member. Exceeding 50 Schoolnet roles per PowerSchool staff member may cause the import to fail.
  • For more information about importing and exporting, see the Import and Export User Guide available on PowerSource

Generate a Tab Delimited Text File

To start, generate a tab delimited text file for a selected group of PowerSchool staff members within a specified school or district.

Note: The Export Using Template page is now also accessible via Start > System > Page and Data Management > Export Using Template.

1. On the start page, search for and select a group of staff members. For more information, see Staff Search.
2. Click Functions. 
3. Click Export Using Template. 
4. Choose Schoolnet Staff Roles Export from the Export template pop-up menu.
5. Click Submit. The following exported, tab delimited data appears:
   • teachers.id
   • teachers.first_name
   • teachers.last_name
   • teachers.schoolid
   • teachers.psaccess
   • teachers.canchangeschool
   • schoolnetroles

Update the File to Include Schoolnet Roles

Once you have generated the text file, you can then update the file to include the appropriate Schoolnet roles for each PowerSchool staff member.

1. Open the tab delimited text file.
2. For each existing staff member, enter the appropriate Schoolnet roles using the following format: schoolid:role;schoolid:role. Note that a colon separates schoolid and role and a semicolon separates each pair of schoolid and roles.
   Note: PowerSchool currently supports the following four predefined Schoolnet staff level roles: Employee, Leadership, Staff, and Teacher. At least one of these roles must be included for each staff member.
3. Save the export file.

Import Schoolnet Roles Using Quick Import

Once you have updated the file, you can then import the updated file back into PowerSchool.

When importing the file into PowerSchool, staff IDs included in the file are updated with their associated Schoolnet roles.

If any of the staff included in the file have existing Schoolnet roles associated to them, the values in the file override any existing Schoolnet roles in PowerSchool.

Note: You can also use the Import Using a Template function to import Schoolnet roles. For more information, see Import Schoolnet Roles Using a Template.

Note: While this procedure can be performed at the district level, it is recommended that you import Schoolnet roles at the school level. Upon signing in to PowerSchool, the name of your default school (or district) appears. Before beginning this procedure, be sure you have selected the school in which you want to work.

Note: The Quick Import page is now also accessible via Start > System > Page and Data Management > Quick Import.

1. On the start page, click School in the navigation toolbar. 
   Note: You can enter the first couple of letters of the school to take you to a specific menu item.
2. Choose the school for which you want to import Schoolnet roles from the School pop-up menu. 
3. Choose Special Functions under Functions in the main menu. 
4. Click Importing & Exporting. 
5. Click Quick Import. 

6. Use the following table to enter information in the fields:

   Field	Description
   Table	Choose Teachers from the pop-up menu.
   Field delimiter	Use the default setting of Tab.
   End-of-line marker	Use the default setting of CR for carriage return.
   Character Set	Use the default setting of Mac Roman.
   File to import	Enter the file path and name of the file to import or click Choose File (or Browse), navigate to the data file, and click Open.
   Suggest field map	Use the default setting (checkbox selected).
   School	Verify you have selected the school you want to import into.

7. Click Import. 
8. Select the Check to exclude first row checkbox.
9. Select the Update teacher records if an imported teacher number matches an existing teacher record checkbox.

10. Click Submit. 

11. Verify that the imported Schoolnet roles appear correctly for each staff member on the Manage Schoolnet Roles for [Name] page. For detailed information, see Assign Schoolnet Roles to an Individual Staff Member.

Import Schoolnet Roles Using a Template

Note: You can also use the Quick Import function to import Schoolnet roles. For more information, see Import Schoolnet Roles Using Quick Import.

Note: While this procedure can be performed at the district level, it is recommended that you import Schoolnet roles at the school level. Upon signing in to PowerSchool, the name of your default school (or district) appears. Before beginning this procedure, be sure you have selected the school in which you want to work.

1. On the start page, click School in the navigation toolbar. 
   Note: You can enter the first couple of letters of the school to take you to a specific menu item.
2. Choose the school for which you want to import Schoolnet roles from the School pop-up menu.
3. Choose Special Functions under Functions in the main menu. 
4. Click Importing & Exporting. 
5. Click Import Using Template. 

6. Use the following table to enter information in the fields:

   Field	Description
   Import template	Choose Schoolnet Staff Roles Import from the pop-up menu. Note: Click template to link to the Templates for Importing page, where you can view, create, edit, and remove templates used for importing.
   File to import	Either enter the data file path and name in the field, or click Browse... to select the data file.

7. Click Submit. 
8. Select the Skip This Row checkbox.
9. Verify that the data correlates to the fields from the template. If it doesn't, click the link to modify the template. For more information, see Edit an Import Template. Otherwise, click Import. The Importing: [data file name] page appears, and the data is imported