Team Enrollment

The CViConnect Professional Edition supports interdisciplinary collaboration to

provide a consistent approach at school and home. Each subscription supports

an unlimited number of professionals who service the learner with CVI.

Instructions

  1. Login To CViConnect PRO Dashboard

  2. Click on Team

  3. Click on Add New

  4. Fill in Demographics Form

  5. User ID

    This user ID will be used for the team member to sign in to the CViConnect PRO Dashboard. This is usually the team member’s email address.

    If it is the same email previously entered in the ’email’ text field, the copy icon can be used. This will automatically copy the email into this User ID field.

    If needed, the system can generate a user ID by clicking the pencil icon.

    If individual does not have an email address Click on ‘Generate Fake Email Address’

  6. Select Row

    After all demographic information has been entered, scroll to the bottom of the form. Click the ‘Role’ drop down menu. Select this team member’s role with the learner with CVI.

  7. Click on Save

    Scroll back to the top of the form. Click Save.

  8. Enrollment Confirmation

    Upon successfully adding a team member, an enrollment confirmation will pop up on the screen. This pop up contains the new user’s ID and password. Additionally, the new team member will receive an email with their unique user ID and password.

  9. Click on Edit Authorizations

  10. Select On My Team Listfrom Default Student Search Criteria

    Upon opening this page scroll down to find the box labeled ‘Default Search Criteria.’ Use this drop down menu to select ‘On My Team List.’ This option is what ensures your new team member can only view the students on their team, ensuring student data is properly secure. Only account managers should have access to all students within their CViConnect PRO account

  11. Click on Save