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Adding Students

Student accounts can be added by teachers and administrators alike! Administrators can add students for multiple teachers and teachers can add students that are only assigned within their account. To add students for your school or classroom, simply follow the instructions here: 

Click Students in the Planbook Bar on the left side of the screen and select Manage.

Click on the plus sign to Add Students

Enter the information for the students you would like to add.

To allow student view access, create a student key for that student. They can log in using either their email address or student ID, and the student key that you created. You can learn more about the student sign in process here.

Alternatively, you can also use the Import Students option to import an existing list of students and add multiple students at once. To do this, click on the three dot icon and select Import.

From there, click the “Choose File” button and select the file you wish to upload.

Click the “Import File” button. To view a sample of what the uploaded file should look like, use the “click here” link.

To Assign Students, click Students in the Planbook Bar and select Assign. Administrators can assign students to specific teachers and teachers can assign students to specific classes! 

1. Select the teacher (at the administrator level) or class (at the teacher level) you wish wish to assign students to by clicking the drop-down menu in the upper-left corner of the screen.

2. When that teacher or class is selected, check off the students you would like to assign from the Students not in Class column on the right side. You can filter students by grade level using the Grade Level dropdown near the top left corner of the screen!

3. Once the correct students are selected, click the Assign Button. This will assign the selected students to the teacher or class chosen above.

Teachers can choose which information is visible to students in their plans by clicking User Settings-> Sharing Options -> View - Students! More information about student view settings can be found here. Please note: downloading or emailing student view links is not necessary when students have student accounts! 

Administrators can also Promote Students to the next grade level. This will allow you to quickly update all students in the list to one grade-level higher. If you would like to keep a student's records and that student is no longer part of your school, you can set that student's grade level to Inactive. This will remove them from all student lists unless you are filtering by the Inactive grade level, where you can still access their information! 

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