Learning Objectives

In this user guide, you will learn about:


  • Adding a building to your district
  • Adding administrators to your district
  • Adding teachers to your district

Navigating to the Setup Dashboard

To add a new building, administrators, or teachers to your District Account, you will first need to navigate to the Setup Dashboard.


To access the Setup Dashboard, login to your district account at account.planbookplus.com.

  1. Navigate to account.planbookplus.com.
  2. Select the "District" tab.
  3. Input your district code, system admin username, and password.
  4. Click on the Setup Dashboard.



Adding a New Building
To add a new building to your district account, you need to access your Setup Dashboard.

Once you have navigated to the Setup Dashboard, click the "Manage Buildings" button.


You will then select the "Add" button to the left of the screen.  After clicking the "Add" button, you will need to input your building code, and name.  To save this building, click "Update".


You have now successfully added a new building.
Adding a New Administrator

To add a new administrator to your district account, you need to access your Setup Dashboard.


Once you have navigated to the Setup Dashboard, click the "Manage Administrators" button.



There are two possible administrator accounts you can create: a District Administrator, or a Building Administrator. A district administrator will have the capabilities to monitor every building within the district.  A building administrator will only have to capabilities to monitor their specified building.  


Once you have decided the type of administrator you need to create, click the "Add" button to the right of the screen and select the appropriate administrator to create.



District Administrator

When adding a district administrator, you will need to specify their:

  1. First and Last Name
  2. Email
  3. Password

Click the "Save" button to finish creating the administrator account.




Building Administrator

When adding a building administrator, you will need to specify their:

  1. First and Last Name
  2. Email
  3. Password
  4. Appropriate Building Designation

Click the "Save" button to finish creating the administrator account.


Adding a New Teacher

To add a new teacher to your district account, you need to access your Setup Dashboard.

 

Once you have navigated to the Setup Dashboard, click the "Manage Teachers" button.


There are two possible methods for adding teachers to your district account: the "Add" button, or the "Import" button.  The "Add" button will allow you to manually add a single teacher to the district account.  The "Import" button will allow you to upload a .csv excel file to add multiple teachers in one step.


Using the "Add" Button

After clicking the "Add" button, you will be prompted to input the:

  1. Teacher Email
  2. Last Name
  3. First Name
  4. Password
  5. Appropriate Building
Select "Update" to complete adding the teacher.


Using the "Import" Button

After clicking the "Import" button, you will be prompted to upload a .csv file with the appropriate columns.


Once the .csv file has been uploaded, you will be prompted to review the teachers that have been imported.  If all of the information is correct click the "Import Users" button to complete adding the teachers.  If there are problems with upload, click the "Delete and Start Over" button.  Make sure to change the .csv file before re-uploading.