Directory Setup¶

Accessing the Directory¶

Two things need to be true for a parent to access the directory:

1. The directory must be enabled
2. The parent must be granted access to the directory

See the Enabling the Directory and Granting Access to the Directory sections below.

Enabling the Directory¶

The online directory is off by default. To enable the online directory:

• In the Admin, navigate to Directory > Setup
• Check the Publish directory option in the Advanced section
• Click the Update button

Granting Access to the Directory¶

Parents will not have access to the directory until access is granted.

Grant/Revoke Access by Parent¶

Parent's access can be individually managed by:

• In the Admin, navigate to Directory > Directory Entry and Access
• Click View next to the student
• Click Grant Access or Revoke Access for each parent

Grant Access in Bulk¶

Parents can be granted access by selecting:

• All Parents Option: this will grant access to all registered parents. Parents in progress will not be granted access.
• By Campaign Option: this option will grant access to registered parents who purchased the specified campaign. For donations, a zero dollar amount will be included in this operation.

To grant access:

• In the Admin, navigate to Directory > Setup
• In the Grant Directory Access section, select the option to invite parents

Notifications¶

Parents will receive an email when access is granted , either individually or in bulk. Parents will not be invited twice. You can safely click the bulk links multiple times without filling their inboxes.

Parents can view the directory by visiting the directory site https://YOUR_SITE.futurefund.com/directory on mobile and desktop devices.

Testing¶

You can test the directory by granting access to yourself.

Adding Directory Page to Registration¶

Add the directory page to registration:

• In the Admin, navigate to Students > Setup
• Click the Add Page button
• Enter the name for the page
• Select Directory as the page type

The directory page can only be added once in the registration and must come after the Sign Up page.

Promoting in Print¶

A QR Code is provided to promote the directory in print materials. It can be added to mailers, flyers, and posters.

To view the QR Code:

1. In the Admin, navigate to Directory > Setup.
2. Scroll down to the Advanced Settings section.
3. To download the QR Code, right click on the image and select "Save image as..."

Importing Teachers¶

FutureFund supports bulk uploading of teachers:

• In the Admin, navigate to Directory > Setup
• In the Data Services section, click on the Import Teachers link
• Select the file, click Import to continue

Notes:

• Teachers will be removed before the import if the Delete all Teachers and Student-Teacher assignments before importing file check box is selected. Note: all student-teacher assignments will be removed when this option is selected. Caution: this is a destructive operation and cannot be undone.
• Duplicates teacher names are not added, however, grades for duplicate teachers are updated. For example, if the teacher Mrs. Smith is included in the uploaded file twice, once with grade 3 and the other with grade 4, the teacher will be added wit both grades (3 and 4).
• There is no limit on the number of rows in the file.

File Format¶

The uploaded file must have three columns formatted as CSV. Below is a sample of what the file will look like (sample file).