Set up teacher and class teacher access
Set up teacher membership, class-teacher responsibility and learning-area access as separate steps.
Checked on 29 October 2026
Overview
A Teacher role connects someone to teaching workflows. A Class teacher role adds a class responsibility only when the correct class assignment is also saved. Check both the school role and the actual allocation.
Get to know the screen
Practice example: all names, records and amounts are fictional. Options vary with your school’s curriculum, currency and access.
Phone example
Interface labels are shown in English. Follow the translated steps below to find each control. Follow the sequence, review the recorded information and choose the next step.
Who can use this feature
Use an account with school-approved administrative access. Check the school name before managing people or classes. If the action is unavailable, ask the school owner or administrator to confirm your access.
Before you start
Open the intended school and check its current academic year. Use the school’s checked staff, class and learner lists; resolve duplicate records before adding more.
The person should have joined the school, and the current-year class should already exist. Agree which classes and learning areas they are responsible for.
Required and optional fields
| Field | Requirement | Format or example | Prerequisite |
|---|---|---|---|
| Teacher | Required in this form | Select an existing school teacher with the intended responsibility; avoid a similarly named person. | Teachers connected to this school; invitation acceptance may be needed first. |
| Class placement | Required in this form | Choose the intended class and stream for the current year. | Existing classes in this school and academic year. |
| Role | Check before continuing | Choose only the responsibility approved for this person; check the actual assigned role after joining. | School-approved responsibilities and available role options. |
Picklist prerequisites
| Choice | Options come from | Earlier selection | If missing |
|---|---|---|---|
| Teacher choices | People connected to the school as teachers, filtered by the allocation screen. | Confirm membership and the teacher role first. | Check pending invitations, existing assignments and the person’s role. |
| Class choices | Classes already created for the school and academic year. | Confirm the school year and create classes first. | Check the year, class setup and your access; a different search will not create a class. |
Desktop walkthrough
On the class Overview, use Add teacher or Add a co-teacher. Select a teacher and choose Add teacher; verify the name on the class. This picker excludes people already assigned to this class. Check school membership and the Teacher role if a name is missing.
Check the school, person or class before starting.
Screen walkthrough · 0:45Download GIF ↓- Open Staff and users, find the person and confirm the Teacher or Class teacher role required for their work.
- Open Classes, choose the current-year class and open Overview. Review the existing class teacher before changing it.
- Use Add teacher or the change-teacher action where offered. Choose the intended person and review the class before saving the assignment.
- Open the class Overview and scroll to Learning areas and teachers. Use Change on the intended row to open its teacher selector. Selecting a new teacher saves immediately. Check Allocation confirmed and the saved name, then reopen Overview. Class-teacher responsibility is a separate assignment.
- Ask the teacher to open the school with their own account. Confirm the intended class, register and learning areas rather than testing with an administrator account.
Invitation, school role, class-teacher responsibility and learning-area allocation are separate checks. Check the saved teaching allocation even when a class was chosen in the invitation drawer.
Mobile walkthrough
On your phone, open the school navigation and choose Staff and users. Open the relevant tab or person; scroll the drawer to reach the role and action controls.
Check the school, person or class before starting.
Screen walkthrough · 0:45Download GIF ↓Tap a field to enter or choose a value. Close the keyboard if it covers the lower fields or final button. Review the form from top to bottom before submitting; leaving a drawer is not proof that a change was saved.
Return to the relevant list after the action and reopen the item to check it. On a shared phone, sign out when you finish. Keep the written steps available while you follow the highlighted screen areas.
Save and verify
Reopen the class Overview and verify the named class teacher. Check learning-area allocations and the teacher’s own view before considering access complete.
Troubleshooting
The teacher is not offered in the class-teacher list
On the class Overview, use Add teacher or Add a co-teacher. Select a teacher and choose Add teacher; verify the name on the class. This picker excludes people already assigned to this class. Check school membership and the Teacher role if a name is missing.
An option or person is missing
Check the school, your role, the academic year and the upstream setup first. Clear search filters and wait for lists to load. If the option is still missing, ask the administrator to check membership, class setup or allocation.
The action is blocked or the response is unclear
Read the message beside the field and correct the specific entry. If a request may already have completed, refresh and inspect the saved list before trying again. Avoid repeated submissions that could add duplicates or send messages twice.
