Creating a new director

Here's a quick guide to setting up a user account for directors in your region.

Check Existing Accounts:

Before creating a new login, verify if the director already has one for the specific school and program they manage:

• If they do, they can simply reset their password (provide password reset instructions).
• Ensure any previous usernames associated with them haven't been set to "inactive".

Unique Logins per Program:

Directors need a separate username for each school and program they oversee.

Example: Mr. Smith, director at Jones High School, manages both band and choir. He'll need a unique username for each program (one for band and another for choir).

Creating a New User Login (if applicable):

If no existing or deactivated accounts were found, let's create a new user login for the director!

Here's a step-by-step guide using your Executive Regional Secretary Account:

1. Log In and Access Director List:
   • Log in to your Executive Regional Secretary Account.

   • On the homepage, locate and select the "Director List" tile.

     

2. Create New Director Entry:

   • Click the green "+" icon in the upper right corner (this opens the "Director Creation" page).

     

3. School and Director Information:
   • Select the school from the dropdown list. (The address will automatically populate)

     • NOTE: If the school is missing, navigate to the "School List" page and create the school entry (including address and TEA Code).

       

       

   • Enter the director's full name.
   • Create a username following the standard format:
     • First initial + Last name + School type (e.g., "HS" for High School) + Program type letter (e.g., "B" for Band)
     • Example: Tom Smith, director at the High School for Band - username: tsmithhsb
   • Ensure Uniqueness: This username needs to be unique. If it's already taken, adjust it slightly (e.g., tsmithhsb1).

   • Enter the director's email address and phone number.

     Finalize and Notify:

   • Click "Submit" to create the account.

     

   • Email the director their username and instructions for creating their password.

Congratulations! The new director's account is set up. You can now view them in your Director List.