How to maintain your custom affiliations
With the custom Affiliations feature, principals and authorized employees can assign any person a role at the school, provided that this person cannot be imported automatically from one of the upstream systems of the education portal. Before using this feature, please check that the person cannot be created and assigned to your school automatically and that there is no problem with the data synchronization. If in doubt, please contact Our support team before using this feature.
Contents
- Sending an invitation
- Accepting an invitation
- Resending an invitation
- Enabling an affiliated account
- Changing the expiration date
- Removing an affiliated account
Sending an invitation
To assign a person a role at your school in the education portal, you need to send an invitation. Click the Affiliations button in the Organiziation Info tile on the dashboard.
An overview of all invitations and manually assigned affiliations is displayed. Click the Send invitation button at the top of the overview to create an invitation.
Enter the Email address of the person you want to invite and select the Role from the drop-down list. If you want to add the person for a limited period of time, set a scheduled expiration date. If you set a date, the person will automatically be removed from your school. You can always change the date later on. Click Save changes to send the invitation per mail.
Note: The email address and role cannot be changed after the invitation has been sent.
Accepting an invitation
The invited person receives an e-mail with a confirmation link. Using this link, the person can now sign in with ID Austria to the education portal and is automatically added to the school. However, the account needs to be unlocked by the principal or authorized employee before it can be used.
Click the link in the E-Mail and log in to the education portal using ID Austria. The principal and all authorized employees will receive a notificiation that your account needs to be unlocked.
If you did not receive the invitation email, please check your spam folder. You can also ask the principal or authorized employee to resend the invitation.
Resending an invitation
If the invited person did not receive an email, you can resend the invitation. Open the Affiliations menu in the Organization info tile on the Dashboard. Open the three dots menu at the end of the row of the person you would like to resend the invitation to. Click the Re-send invitation option.
Enabling an affiliated account
When the person has accepted your invitation, you need to enable the account, to make sure the invitation link has not been compromized. To enable the account, click on the Enable affiliation link in the notification that the person has accepted your invitation.
You can also open the Affiliations option in the Organiziation Info tile on the dashboard. Click the Enable link next to the User accepted status to enable the account.
Changing the expiration date
To change the expiration date of an affiliated person, open the Affiliations menu in the Organiziation Info tile on the dashboard. Click on the three dots menu in the row of the person where you would like to change the expiration date and select the Change expiration option. Enter the new date and klick Save changes.
Removing an affiliated account
To remove a person that you manually added to the school, open the Affiliations menu in the Organiziation Info tile on the dashboard. Click the three dots menu in the row of the person that you would like to remove from your school and select the Disable option. The person is removed and not displayed in the overview anymore.
