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Creating student, teacher, and guardian user accounts
Creating student, teacher, and guardian user accounts

How to import and add new users, including adding students

Mike Hourahine avatar
Written by Mike Hourahine
Updated this week

Before students and teachers can access Headrush, they need to be set up as users in the system.  Create accounts by:

Importing New Accounts from a Spreadsheet

Creating the Import File

Below is a template you can use to help you get started:

For Google Sheets users:  Click File - Make A Copy to start editing
For MS Excel users:  Click File - Download As... - Microsoft Excel

Required Fields from Spreadsheet

These fields are required per account type (bold indicates a required field):

Students

firstName, lastName, role, username, password, email, preferredName, middleName, studentId, birthday, enrollmentDate, graduationDate, status, parentEmails, gradeLevel, gender, address

Advisors, Credit Managers, or Admins

firstName, lastName, role, username, email, password, salution, staffId

Guardians

firstName, lastName, role, username, email, studentUserName (must be username of an existing account), salutation, password

Notes:

  • Export a spreadsheet of your existing users, then use it as a template to update those existing users or add new users.

  • You can associate a person to multiple roles by separating the role title with a pipe character — '|' (e.g.- Advisor|Creditmanager|Admin would add all three of those roles to the respective person)

  • Currently, Advisory Group associations will NOT be updated when reimporting, but they will be exported.

Saving the Spreadsheet as a CSV

Once your spreadsheet is complete, download or save it as a comma-separated values (.CSV) file for import into Headrush.

Complete the Import

Import the CSV at Admin > Users & Groups > Import:

Notify Users

Once all the accounts are created, you can invite them via email. Click Bulk Invite Users. This will automatically send an invite email to any user who has an account but has not yet logged in.

Creating Accounts Manually

You can always create accounts individually at Admin > Users & Groups > Users > New User:

Quick start with automatic account creation through Google Suite

This method is recommended as good way to getting going quickly mid-school year.  It's not recommend as a standard practice at the start of the school year.
If your school is using GSuite for Education, we have probably already enabled Google integration.  When enabled, new users can simply go to your custom yourschool.headrushapp.com and click the Google button.  When they do this an account will be automatically created for them and they can proceed to planning projects.  

Note: When accounts are created this way, it will assume the user is a student and set up their account according.  As an admin, you will need to adjust their account manually and add them to their advisory group if necessary.

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