Adding a Program Director and Setting Primary

For a Platinum Planner user to have access to AccredAssist, they must be added to the system as a Program Director. You can add as many program directors as you would like, but only one can be set as the primary contact for this feature.  

Note:  You must have an AccredAssist subscription for your school to access the product. If you would like more information on AccredAssist, click here. 

 

A. Adding a Program Director  

B. Setting a Primary  

 

 

A.  Adding a Program Director 

Note:  To add a Program Director, you must be added to Platinum Planner as a School Administrator. 

 

1. From the main PlatinumEd dashboard, click the dropdown on the grey and black tile program directors, MANAGE PROGRAM DIRECTORS.  

12_14_pd_dropdown.png

 

2. Click the green button Add Program Director

12_14_add_pd.png

 

3. Add the required information. 

  • School: Unless you are associated with multiple schools, your only option will be your current school.  If not, choose the correct school.
  • Program: Select the program. 
  • User Email: Enter the user's email and click the Search button. The user must already have an account in our system to have the new Program Director role added to their account. The Save button will no longer grey out if the user's email is found. 
  • Checkbox for Make Primary:  If this new Program Director should be the primary contact for this feature, check this box. 
    • Note: Only one account can be designated as the "primary" account.  This user's data will be used to fill in Program Director information when necessary. 

4. Save. 

12_14_add_fields.png

 

 

B.  Setting a Primary 

If a user has already been added to the system as a program director and later needs to be updated to the primary contact. 

 

1. From the main PlatinumEd dashboard, click the dropdown on the grey and black tile program directors, MANAGE PROGRAM DIRECTORS.  

12_14_pd_dropdown.png

2. Click the red link to make primary.

12_14_primary_pd.png

 

3. Verify that you have selected the correct user, then click Ok. 

12_14_ok.png

 

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