Self-rostering Literacy accounts through bulk import

At the beginning of a new school year or when you first start using the Imagine Learning Literacy suite, you'll need to use the Setup Wizard to create staff and student accounts, assign student accounts to groups, assign products to students, and change any default product settings. 

Administrators can use the Setup Wizard to create staff and student accounts; Teachers can only create student accounts.

Both Administrators and Teachers can create groups, assign students to groups, and assign product access to students.

If you have already created your accounts, you can also use the Setup Wizard to assign existing student accounts to a group or change students' product access and edit their product settings.

This article walks you through these steps:

• Launching the Setup Wizard
• Adding staff accounts and assigning staff to groups through bulk import
• Adding student accounts and assigning students to groups through bulk import
• Assigning products to students
• Changing the default product settings

Launching the Setup Wizard

To launch the Setup Wizard:

1. Log in to the Literacy Suite. 
2. If you have more than one product, click Setup Wizard on the Product Selection page. You can assign students to multiple products from a single screen in an upcoming step.
   
3. If you have only 1 product, access the Setup Wizard in the Quick Start section of the educator portal.
   

    Note

   Imagine Galileo K-12 users: Go to Setup > Student and Staff Management.
   

4. Follow the instructions in the Setup Wizard. For information about specific tasks, see the instructions below.

Adding staff accounts and assigning staff to groups 

If you are an Administrator, you can import staff; Teachers do not have access to do so.

To add staff accounts and groups through bulk import:

1. Click Import Students or Staff.
   

    Note

   Imagine Galileo K-12–only users: Click Import Students. This will take you to a page that applies to both staff and students.

2. District Administrators only: Choose School-Level Import or District-Level Import and click Next in the bottom right corner of your screen.
   
   
3. On the Choose Your Import File screen, download the Import Template for Staff. 
   
   
   
   
4. Populate your import file according to the following Literacy Staff Import file specification. Required fields are marked with a red asterisk(*):
   
   

   Field	Description
   First Name*	Enter the staff member's first name.
   Last Name*	Enter the staff member's last name.
   Account Type*	Enter the account type for this staff account. The account type determines which features a staff member can use. Choose one of these account types: Administrator: Can create and manage organizations and groups, as well as manage all student and staff accounts.  Teacher: Can see only the groups and student accounts that are assigned to them. Teachers do not have permissions to create or manage organizations or other staff accounts.
   Username (Email)*	Enter the email address that the staff member will use to log in to the Imagine Learning Literacy Suite.
   Group*	Enter the group/class to which this user should be assigned. To assign a staff member to multiple groups/classes, include each group name separated by a ";" (semicolon).
   School	Available (and required) on the district-level file only. Enter the school to which this user should be assigned.

5. District Administrators and School Administrators only: On the Choose Your Import File screen, choose Staff from the Account Type drop-down list. 
   All roles: Browse and choose your import file. It must be a CSV file in order to be imported correctly. 
   
6. Click Next at the bottom of the screen.
   
7. On the Match Your Data Fields screen, match the Imagine Learning data fields to the columns in your import file by choosing the appropriate data field from the drop-down list. Required but unmatched fields are indicated with a red asterisk. Matched fields are indicated with a green checkmark and a statement summarizing the match. 
   
8. Click Next at the bottom of the screen.
9. On the Confirm Your Import screen, review the information and verify that the data to be imported is correct.
   
   If there are staff accounts and groups in your import file that already exist in the Imagine Learning Literacy Suite, the Setup Wizard will update them (rather than duplicate them).
   If there are errors in your import file, the Setup Wizard will report the row number, column name, data value, and error message for each error. Rows that contain an error will not be imported. To correct these errors, edit your import file, save it, and then click Upload Corrected File.
   

    Note

   To request help resolving errors in your Import Summary,  contact Imagine Learning Customer Care.

10. Click Next at the bottom of the page.
11. The Import Summary screen displays the number of new staff accounts and groups that were created and any existing staff or groups that may have been updated. Click on the + sign to view details, if desired.
    
12. At the bottom of the screen, click Done.
    

Adding Student accounts and assigning students to groups

Both Administrators and Teachers can update accounts and groups by importing new roster data.

Students must be assigned to a school and group in order to access and use the products in the Imagine Learning Literacy Suite. If you are an Administrator, you must assign students to a school and group. If you are a Teacher, you must assign students to a group.

To add student accounts and groups through bulk import:

1. If you are a Teacher or an Imagine Galileo K-12–only Administrator, click Import Students. If you are an Administrator for any other Literacy Suite product(s), click Import Students or Staff.
    
2. District Administrators only: Choose School-Level Import or District-Level Import and click Next in the bottom right corner of your screen.
   
   
3. On the Choose Your Import File screen, download the Import Template for Students. 
   
   
   
4. Populate your import file according to the following Literacy Student Import file specification. Required fields are marked with a red asterisk:  

   Field	Description
   First Name*	Enter the student's first name.
   Last Name*	Enter the student's last name.
   Username*	Enter the username that the student will use to log in to the Imagine Learning Student app.
   Password*	Enter the password that the student will use to log in to the Imagine Learning Student app.
   Grade*	Enter the student's grade level. Choose from these grade levels: PK, K, 1, 2, 3, 4, 5, 6, 7, 8, 9, 10, 11, or 12.
   Student ID*	Enter the student's unique ID number that is used with the assessment provider your district has chosen.
   Alternate ID (optional)	Enter the student's state ID (optional).  Note Imagine Learning does not require this field, but your state might. If your state requires this ID, it must be unique.
   Language*	Enter the audio language for the student. The audio language is the language the student hears instructions in when they use Imagine Language & Literacy or Imagine Español. If the student needs first-language support, you can enter a language other than English. If you are importing students for Imagine Language & Literacy, choose from these languages: English, Arabic, Cantonese, French, Haitian Creole, Hmong, Japanese, Korean, Mandarin, Marshallese, Portuguese (Brazil), Russian, Somali, Spanish, Tagalog, or Vietnamese. If you are importing students for Imagine Español, enter English, Spanish
   Group*	Enter the group/class to which the student should be assigned. To assign a student to multiple groups/classes, include each group name separated by a ";" (semicolon).
   School	Available (and required) on the district-level file only. Enter the school to which this user should be assigned.

5. District Administrators and School Administrators only: Choose Student from the Account Type drop-down list. 
   All roles: Browse and choose your import file. It must be a CSV file in order to be imported correctly. 
      
6. Click Next at the bottom of the page.
   
7. On the Match Your Data Fields screen, preview the first few rows of your data and verify that the data being pulled in looks correct. The system attempts to match the fields; use the drop-down arrows to select a new column only if there appears to be a mismatch. Required but unmatched fields are indicated with a red asterisk. Matched fields are indicated with a green checkmark and a statement summarizing the match. 
   
8. Click Next at the bottom of the page.
9. On the Confirm Your Import screen, review the information and verify that the data to be imported is correct. If existing student accounts and groups are in your import file, the Setup Wizard will update them as applicable, or skip them if no data has changed. If there are errors in your import file, the Setup Wizard will report the row number, column name, data value, and error message for each error. Any row that contains an error will not be imported. To correct these errors, edit your import file, save it, and then click Upload Corrected File.
10. Click Next at the bottom of the page.
11. The Import Summary screen displays the number of new student accounts and groups that were created and any existing student accounts or groups that may have been updated.
    
    If desired, click the + sign to expand the information.
    
    
    
12. Click Next at the bottom of the page.
13. Assign products to your student accounts.

Assigning products to students

Once you have created any new student accounts, you should assign product access to students for any Literacy Suite products that your organization (district or school) has purchased. Students must be assigned access to a product in order to log in and begin using that product. 

To assign products to students:

1. For each student account, click the checkbox for each product you wish to assign. To assign the same product to all the students in the list, click the checkbox in the applicable product's column header. Only products that your school has purchased are available to select.

   

2. Click Next at the bottom of the page.

Changing the default product settings

Once you assign product access to student accounts, you can review and update any default settings for that product. Default settings include the language support that students receive while they use the Imagine Learning Literacy products and the desired student session time.

To change the default product settings:

1. Imagine Language & Literacy and Imagine Español only: Change the Session Time (in minutes) for each student.

   Students will be automatically logged out of the program when their session time ends, and if they want to continue using the program, they must log in again. If students use both products, the session time is the same for each.

2. Imagine Language & Literacy and Imagine Español only:  Choose the Language Support for each student.

   Language Support is the audio language for the instructions of the activities that each student hears when they use the program. By default, the audio language for Imagine Language & Literacy is English and the audio language for Imagine Español is Spanish. 

3.  Imagine Reading and Imagine Lectura only: Choose the Audio Support for each student.

   Audio support provides students with the option to have specific passages or questions read aloud to them. By default, audio support is enabled.
   
   

    Note

   Imagine Galileo K-12 does not have default settings to review or modify. 

4. Review the Product Assignment Summary. This shows which students have been assigned products and the default product settings you chose for each student.
5. Click Done at the bottom of the page.
6. Verify that your students can log in to their assigned products.