There are several options for creating accounts for new users, including manually adding users, onboarding users via a spreadsheet, and/or giving users the option to self-register.  User accounts can be created at anytime, regardless of the user type. 

Note: If your district uses COMPLY, know that the user database is shared between PAETEP and COMPLY. This means that an account created in PAETEP will also appear in COMPLY. However, additional role configuration will be required for COMPLY.

Table Of Contents

• Step-by-Step Guide
  
  • Option 1: Adding Individual User
  • Option 2: Bulk Onboarding User(s)
  • Option 3: User Self-Registration
• Frequently Asked Questions (FAQs)

Step-by-Step Guide

Option 1: Adding Individual User

Summary:

District Administrators have the option to create new accounts for any employee (i.e., supervisors and non-supervisors). Through this process, only one account is created at a time.

After an account is created, the new user must reset their password to login for the first time or login using SSO. 

Step 1: While logged in as a District Admin user, navigate to the User Management > All Users page. Then, click on the Add User button.

Step 2: Fill out the appropriate user account details

Step 3: Navigate to the User Roles page and make the appropriate selections for this user. 

For more information on roles, see PAETEP User Roles.

Note: If your district uses COMPLY, the Paraeducator role cannot be configured in PAETEP and must be selected in the user management page of COMPLY

Step 4: Click "Add User"

If you would like to send this user the account details and instructions for resetting their password, you can choose to do so by selecting the "Send User Account Details" checkbox on the User Profile page.

Step 5: The account is now created! 

The employee may log into PAETEP by using one of the following options:

1. Reset their password from the PAETEP login page
2. If the email used to create the account has an SSO Provider's credentials (i.e. a Microsoft or Google account), then the employee can access PAETEP by logging in using the appropriate Single Sign-On options on the PAETEP login page.

Option 2: Bulk Onboarding User(s)

Summary:

District Administrators have the option to create multiple new accounts through an onboarding process. This option will work for any employee type.

After accounts are created, new users must reset their password to login for the first time or login using SSO.  

Step 1: Logged on as a District Administrator, navigate to User Management > User Onboarding

Step 2: Download the Bulk Upload User Template. The template will download as a CSV file.

Step 3: Update the downloaded template.

Indicate the appropriate role for each employee by marking the desired field with an X. To learn more about roles, see PAETEP User Roles.

Note: All tenured employees need only one user role (i.e. teacher, counselor, nurse, social worker, etc.). Only non-tenured employees should be given two roles (i.e. teacher and non-tenured).

Step 4: Save the file as a CSV file.

Step 5: Upload the revised template file. To upload, select "Choose File" then locate the revised template file. Then, click "Upload".

Note: If you are uploading a very large number of users at once (300+), you may want to consider uploading your users in batches.

Step 6: The accounts are now created! 

The employees may log into PAETEP by using one of the following options:

1. Reset their password from the PAETEP login page
2. If the email used to create the account has an SSO Provider's credentials (i.e. a Microsoft or Google account), then the employee can access PAETEP by logging in using the appropriate Single Sign-On options on the PAETEP login page.

Option 3: User Self-Registration

Note: This method cannot be utilized to create accounts for Supervisors (Principals, NTP Supervisors, etc.) or District Administrators

Summary:

Employees have the option to create their own account in PAETEP.  This process will only work for non-supervisor level users, such as Teachers, Paraeducators, and various NTP roles (i.e., Nurses, Counselors, etc.). 

After an account is created, the user can login using either the username and password generated during the process, or by using the appropriate SSO option.

Step 1: From the PAETEP Login Page, click Create New Account

Note: If a user would like to create an account using Single Sign-On, they should click on the appropriate "Continue with _____" option and sign in.  The system will recognize that the user does not have an account and direct the user through the account creation workflow.

Step 2: Enter your email address, and click "Begin".

Note: When creating account with a school district issued email address, the system will recognize the domain and automatically link the user to the correct portal. If a user attempts to create an account using a personal email address, they will be prompted to provide a registration token. Users must contact their district administrator to secure the registration token.

For more on tokens, see How can I find a token for my district's portal?

Step 3: Check your email for registration link. Click on the link.

The email will be sent from no_reply@mail.edulinkinc.com. If you did not receive this email, ensure that you entered the correct email address, or check your Spam/Junk folder.

Step 4: Fill out your account details, and click "Submit".

Please ensure that you are entering the same email address you received the link from. Otherwise, the registration process will not proceed.

Password requirements are listed in the help icon, located to the left of "Password". If your password does not meet these requirements, you will not be able to proceed.

Note: When choosing your User Type, ensure that you are picking your appropriate designation according to Act 13. For more in roles, see PAETEP User Roles.

Step 5: Your account is now created! 

You can now into PAETEP by using the newly generated Edulink Credentials.

Frequently Asked Questions (FAQs)

• Q: How can I find a token for my district's portal?
• Q: Why can I not choose "Principal" or "Supervisor" when creating my account?
• Q: How do I create an account configured for SSO?

Q: How can I find a token for my district's portal?

Portal registration tokens can be viewed by any supervisor or administrator in PAETEP. To locate the token, click on the Administration tab in the navigational menu.

For security reasons, portal tokens should not be made publicly available and Edulink will not provide you with your district's token. Please contact a supervisor or administrator at your district.

If you still have questions, please Submit a Ticket.

Q: Why can I not choose "Principal" or "Supervisor" when creating my account?

For security reasons, users with supervisor level access in PAETEP cannot be created using the self-registration process. If you need to have an account created with supervisor access, contact an administrator at your district.

If you still have questions, please Submit a Ticket.

Q: How do I create an account configured for SSO?

Any account can be configured to work with SSO. Here are instructions specific to each registration option:

Option 1: Adding Individual Users

After the account is created, the employee can log in using a Single Sign-On option with the email used to create the account.

Option 2: Bulk Onboarding User(s)

After the accounts are created, the employees can log in using a Single Sign-On option with the emails used to create the accounts.

Option 3: Self-Registration

To create an account with SSO using the Self-Registration option, instruct your users to enroll by clicking on the appropriate "Continue with ____" option, rather than "Create Account". 

After logging in with their SSO account, our system will recognize that no user exists with those credentials. This will prompt the user to register an account, choosing their role, building, etc.

If you still have questions, please Submit a Ticket.

Q: How do I add a user to my district's portal who already has a PAETEP account in another portal?

A user can belong to more than one district's portal. To add a new district to an already existing user, you can utilize the "+" button next to the portal name while logged on as that user.

Then, you will be prompted to provide the registration token for the portal you wish to connect to. Contact a supervisor or administrator at the portal you would like to join to receive the registration token. For more on registration tokens, see How can I find a token for my district's portal?

If you still have questions, please Submit a Ticket.