Let's take a look at how to add a user / student to your school.
To invite a user to your online school, open the Users section in CRM, and go to the Add New User button.
After that, a window will appear in which you need to fill in the student's information.
Name and Email fields are required.
The Password field is optional because if you leave this field empty, the password will be generated automatically.
The User status does not change if you add a student to your school.
Membership field - used if you want to add a tariff plan (subscription) to a student manually. Please pay attention that recurring payments will not be debited from the user since for them to work, the user needs to buy a subscription by himself.
You can leave the Email status empty - by default, it will be unconfirmed. If confirmations are turned on and required in your school and you want the student not to confirm their email additionally, you can indicate in this field that the email is confirmed.
Purchased Items - in this field, you can manually choose a paid product (course, marathon) to open the access for the selected user.
Categories are the tags that you can assign to a user. You can filter users by tags, make email campaigns.
Next, click the Save button, and the user will be added to your database. The student will receive data to enter your school by email.
This is how a sample letter looks like. You can learn more about automatic emails and their configuration in this article.
How to add an co-worker / administrator to your school.
Similarly, click on the button for adding a new user, enter the required Name and Email, but in the Status field, you must specify - the Owner, Editor or Curator.
Owner – full access.
Editor – full access except financial information.
Curator – access only to chats and homeworks.
After you clicked Save, the co-worker / administrator (owner, editor or curator) will also receive an email with authorization data, but an important point - the link in the letter leads to the school itself and not to the administrative panel. Therefore, the administrator must use this link to enter the Gurucan admin panel https://app.gurucan.com/admin/login and enter his Email and Password to enter the admin panel.
Done! If you have any questions, please contact us via chat!