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Administrator Quick Start

Last updated 2026-06-07

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Purpose

Launch AmplifyED at your school or district without a live training session. This guide walks an administrator end-to-end: create the organization, invite staff, configure your first intake form, test a referral, and go live.

Plan for about 60–90 minutes the first time through. You can stop and resume at any step.

Who uses it

School or district administrators standing up AmplifyED for the first time.

Step-by-step

1. Create your organization

  1. Open your invitation email and click Set password.
  2. After signing in, you land on the Admin dashboard with your school name pre-filled.
  3. Confirm or edit your Organization name, Time zone, and Default school year.

[SCREENSHOT: admin-quickstart-empty-dashboard] Admin dashboard on day one — empty caseload counter with the organization name pre-filled in the header.

2. Configure SSO (optional, recommended)

If your district uses Google Workspace, Microsoft Entra ID, Okta, or another SAML 2.0 IdP, set up SSO before inviting users so they sign in with their district account.

  1. Go to Administration → Integrations → SSO.
  2. Select your provider.
  3. Follow the on-screen ACS / metadata exchange.
  4. Send a test sign-in to yourself before enabling for the org.

See Single Sign-On (SSO) for provider-specific setup.

3. Add facilitators

Facilitators are the staff who own coaching cases (interventionists, counselors, MTSS leads).

  1. Administration → Users → Add facilitator.
  2. Enter name and email. They receive a setup email.
  3. Optionally assign a default caseload cap.

4. Add teachers

Teachers see only their own students and submit referrals.

  1. Administration → Users → Add teacher (or Bulk import for a CSV).
  2. Teachers receive an invitation email with a one-click portal link.

5. Configure attention rules

Attention rules flag students who may need a coaching case (e.g. 3+ absences in a week, GPA drop, 2+ behavior referrals).

  1. Administration → Attention rules → New rule.
  2. Pick a trigger, threshold, and window.
  3. Choose who is notified (facilitator, teacher, both).
  4. Start with 2–3 rules; you can refine after a week of real data.

See Attention rules for the full reference.

6. Import or create students

  • Bulk import: Administration → Students → Import CSV. Required columns: student_id, first_name, last_name, grade. Optional: homeroom, teacher_email.
  • Manual entry: useful for small pilots — Students → Add student.
  • SIS sync (if available): see SIS integrations.

7. Configure intake forms

Intake forms let teachers (and optionally parents/students) submit referrals from a public link.

  1. Administration → Intake forms → New form.
  2. Pick fields. Default templates exist for Academic concern, Behavior, and Attendance.
  3. Each form has a public URL: https://amplifyed.app/intake/<your-org-slug>/<form-slug>.

8. Test the referral workflow

  1. From a private browser window, open one of your intake URLs.
  2. Submit a test referral with a fake student name.
  3. Sign back in as admin — confirm the referral appears in Cases → New.
  4. Assign it to a facilitator. Confirm they receive the email and in-app notification.
  5. Add a test note. Close the case.

[SCREENSHOT: admin-quickstart-test-case-flow] Cases → New tab with a single test referral visible, mid-acceptance into a case for QA validation.

9. Review reports

  • Reports → Cases overview: open vs. closed, by facilitator, by school.
  • Reports → Intervention trends: which interventions are most common.
  • Reports → Audit log: every action by every user. Use this for FERPA reviews.

10. Go live

  1. Send the Teacher Quick Start to your teaching staff.
  2. Send the Facilitator Quick Start to interventionists.
  3. Share the public intake URLs with whoever should submit referrals.

You're live.

FAQ

Do I need to import all students before going live? No. You can start with just your facilitators and let cases create student records on demand from referrals.

Can I delete the test case I created? Yes — open the case and choose Delete (admin only). Deletions are audit-logged.

What if I don't see SSO for my IdP? Generic SAML 2.0 covers most providers. Contact support@amplifyed.app if you hit a snag.

Troubleshooting

  • Invitation email didn't arrive: check spam, then resend from Users → ⋯ → Resend invitation. Confirm your district allowlists amplifyed.app.
  • Public intake link returns 404: confirm the form is Published, not in Draft.
  • Teachers don't see their students: confirm the teacher_email column matched on import, or grant portal access from Students → ⋯ → Grant portal access.

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