Import Staff Users

Administrators can add staff users in bulk to Orah. This process can configure staff (i.e. assign any tasks on Orah) before staff users log in for the first time.

In this process, there are three statuses :

A quick explanation of the process :

You can import staff via CSV file. To import a staff user

🧭 Navigate : Admin Console (left panel) > Staff > Users > Import User (top right corner)
Use this link to directly go to the Staff User page

Follow the easy steps below to import staff users in bulk as required :

Step 1 : Click on the + Import User button on the top right-hand corner + Import User A pop-up named 'Import User via CSV' will appear
Step 2 : Download the CSV Template from the popup if needed.
Step 3 : Add name and email under the respective column of the template, for each staff member you want to add, ensuring the file is saved as a .csv file.
Step 4 : Upload the file saved as CSV above. If all the details are valid, system will indicate uploaded successfully with a green tick (as shown on the right) ☝🏽Note - any cell missing/wrong data would fail the file upload - only a .CSV formated file can be uploaded
Step 5 : Click on Import button, after uploading the file on the pop-up window Import A successful upload will be indicated by a green ribbon at the bottom quoting Users imported successfully

Once the users are imported, they will be reflected on the Admin > Staff > Users page under the Imported tab with the number of all imported users alongside or Users in total tab having Account Status >. Users of the Imported status cannot be edited, they can only be deleted or further configured (as shown in the next section below).

Note - Upload will even fail if any of the email IDs in the uploaded CSV already have associated staff profiles. These need to be removed and the file re-uploaded.

Configure Staff Users

Once you have imported the user as shown above, they can be configured in bulk or as a single user. Configuring a staff user creates a user profile that can be assigned tasks in Orah without the need for staff to login first.

To configure, go to the imported tab on the admin staff users page.
Select the users you want to configure, but clicking on the

Step 1 : Select the imported users to be configured A single user can also be configured using the 3 dots on the right end of the user row
Step 2 : Under More Actions click Configure account A page called Configure Account with selected imported users will open Define as required : -Login Method -Role -House -Permission Settings	New Import > Configure Process Quick reference to the existing invite process screen
Step 3 : Click Configure A notice* will open to ask for confirmation. Press Confirm to complete the configuration process and send the invite to the selected staff users. *You're about to configure account(s) for xx user(s). Upon confirming, they'll receive email notifications inviting them to sign up for Orah.

Once the users are configured, they will be reflected on the Admin > Staff > Users page under the Configured tab with the number of all configured users alongside or Users in total tab having Account Status > .

Users with configured status can be (using the 3 dots or bulk more actions) :

Resent activation/invite email
Edited
Clear additional permissions (also in bulk)
Change login method (also in bulk soon)
Deleted (also in bulk)

Assign Task to Configured User

The main benefit of a configured user is that they can be assigned any task on Orah, even before they accept the invite. Tasks such as workflows, mood checks comments/concerns, support staff, rollcall/attendance, passes/leave approvals, pastoral/conduct comments, etc

Many tasks and processes within Orah are can generate email notifications. Any configured staff will start receiving email notifications as soon as they are configured.

This is beneficial to get the admin/staff users up to speed with the events happening at the school. And help schools to onboard staff users at a faster pace.

Active Staff Users

When the configured user accepts the invite received from the step above, they become an Active user. This status is also updated on the Staff Admin User Page.
The email received will be as shown below :

Users accepting the invite will be now asked for only 3 parameters as name is already imported via CSV :
-Password
-What best describes your role
-Read and Accept Terms & Conditions

Hope this was helpful. If you have any further questions, just click the blue chat icon at the bottom right corner of this page or email us at Support email - support@orah.com, we will help you navigate through it. Cheers !

Enabling Single Sign-On (SSO)

How to invite staff members to Orah?

Syncing Staff User from Blackbaud

Syncing Staff User from TASS

Syncing Staff User from Veracross