Overview

Enterprises and Multi-Academy Trusts manage between 5 and 500 schools across multiple regions and countries. Administering this volume of schools from a single point, the Enterprise portal, requires multiple administrators. Their collective efforts ensure that school accounts are managed, data is securely shared, and teachers and office staff have access to the necessary technology for effective work.

To enable these administrators to work effectively and collaboratively, the Teams feature was developed.

The teams feature allows an enterprise to create groups of administrators who are responsible for administering a defined set of schools under their control, without distraction from other schools outside of their control.

How to use the feature

The teams feature, once enabled, will be available within the settings area of the Enterprise portal.

It will initially be configured with one team, which will contain all schools and administrators associated with the Enterprise portal. You are able to add additional teams and move users and schools into each team.

Both schools and Administrators may be assigned to multiple groups, so groups should be carefully managed to ensure schools are only visible to the administrators and Enterprise wishes them to work on.

Step one: Navigate from the home page of the Enterprise portal to the settings page

Step two: Select Teams. You will now land on the Teams management page. You are able to view an overview of the Teams that have been created, the number of admins and the number of schools assigned to each team.

Step three: Create and manage teams by either selecting Create new team or by selecting one of the existing teams to make updates.

When creating a new team, you will first be asked to name the team. Please ensure this is unique and allows you to manage this moving forward. 

Step four: Once the team has been created, you will be presented with an empty team which you can populate with administrators and schools.

You can add schools one by one by using the ‘add school’ button in line with the school name.

Alternatively, you can bulk add schools to the team by selecting the schools you want on the left-hand side, and then utilising the ‘add school’ button in the top right of the screen.

Once you have added school, you will see it appears on the right-hand side of the page and have been removed from the general school list on the right. To apply your changes to the team, select ‘Save’ on the bottom right. Schools will not be added to the team until this step is completed.

You will be asked to confirm your changes once you save, as these schools will now be visible to any users in the team from the moment you apply them.

Step five: Now that you have schools in your group, you can add administrators. There will be a tab available called Members to navigate to managing members of the group. Select this to start adding or removing members.

Step six: Select add team members

From here, you add team members following the same workflow and steps you have followed for adding your schools.

Your team is now set up and ready to use by your admins. Users in groups should not only see the schools associated with the group.

Pro tip: Test your groups with your admins to make sure you have configured them correctly. If a user has not been removed from the all schools group, they will still see all schools.