How do I link staff within a trust?

Overview

It is now possible to view a staff member’s portfolio data from another school within your trust.

To do this, follow the steps below:

Create a New Account at the New School

• Go to Users > Staff Members > Add New User and create a new account for the staff member at the new school.

• Important: The Login Name must be unique to the new school.

Link the New Account to the Original School

1. Go to Users > Staff Management and find the newly created account.

2. Click the Link icon above the staff member's profile image.

3. A pop-up window will appear. In this window:

   • Click into the search box and select the school you want to link the account to (i.e. their original school).

   • Click the Link icon on the right to add it to the table below.

   • You can link to multiple schools by repeating this step for each one.

4. Click Save

Once linked:

• The staff member will be able to view their previous reviews from other schools.

   

• The new line manager will also have access to view these items.

Note: The staff member must be either archived or active in their original school for their data to be visible in the new school.

However, we recommend archiving the user in the original school to avoid any confusion.