Adding a student

Students can be manually added to your tenant from the Student List page using the New Student button in the top right corner of the page.

The new student modal contains all the basic information needed to track a student in the unified training system. Be sure to fill out the account details section completely, this includes the First and last name, email, phone number, and Role.

See User Roles for more information

Notable Student Fields

• Position/Division/Shift/Squad/Rank - These dropdowns items are populated by your lookup settings. These fields are used to categorize students in order to filter them within various lists in the system or apply training mandates to specific groups of students.

• Supervisor - Supervisor is used by the approval flow process to determine who an approval should be routed to when a student signs up for a class.

• is Supervisor - This will allow the student to show up in the supervisor dropdown for other students

• Default Approver - There is only one default approver per tenant. This is the student that all approval flows will default to if an existing user is part of an approval flow but is deleted out of the system.

• is Active - This denotes whether a student is active in the system or not. Deactivating a student will remove them from the student list but their training history will remain intact.

When a student is added to a tenant with a per-user subscription, the student will recieve an email saying that they have a new user account. Admins do not have the ability to change a student's password, they must go through the forgot password process to access their accounts