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Management (Typing Agent V6)

How to manage your school or district's account.

Written by Niki Frisby

As an administrator, you'll find that you have options to "manage" the primary account from a global perspective. To toggle these options, select the Management tab on the left hand navigation bar:

From here, you'll see a menu of categories:

Account & Organization

Organization Details

Under the Account & Organization tab, you can edit the data of your school or district office.

School Year

This is where you will set the time settings for your school year. This is a very important step to making your reports accurate and ensuring your scheduled tests are administered on time.

Primary Contacts


Here is where you set up and assign contacts to your account, such as billing, technical or other personnel.

Billing & Plan

License

Here is where you view the details of your account—how many licenses you've purchased, how many of those licenses you've used, and when your account expires. You'll be able to request a quote to renew your licenses here when that time draws near.

Your account rep

Here is your primary contact information should you want to contact us by phone or e-mail.

People & Rosters

Under the People & Rosters tab, you'll be able to see your data at a glance—students, staff and classes.

Roster Sync Source

This is where you will set up your rosters with third-party sources.

Bulk Upload
If you would rather roster your students manually, you can upload your staff, classes and students with CSV files here.

Data Management

Export Data

Should you need to export your student's data, this is where you go to do so. You may export your student roster, lesson data, gradebook, and custom assessment results.

Data Retention

Here is where you will set how long Typing Agent keeps your archived data active for.

End of Year Rollover

When you start a new school year, it's important to rollover your old data. This is because, with that old data still active, your reports and rosters may be inaccurate. Thankfully, we've made it easy to reset your data with a few simple clicks.

Delete Student Data

Should you want to purge all of your student data, you can do so here. Please do note that this CANNOT be undone.

Audit & Activity


Audit Trail

The Audit trail will provide a read-only history of important administrative changes.

Login History

Login history allows you to see when students and staff logged in and from where.

Sync logs

This is where you can monitor the frequency, success and source of your automatic rosters should you have them set up (e.g., Clever, ClassLink, SFTP).

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