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Adding students and educators to Manage School prepares them for access. It does not consume a licence — licences are only used when you grant access. Once users are added, they can sign in at any time. You decide when to grant licences.

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Overview

There are three ways to add users to Manage School:
  1. We’ll do it for you — send us a spreadsheet and we import everyone (fastest option)
  2. Upload a spreadsheet — bulk upload directly in Manage School
  3. Add individually — enter users one at a time
All three methods recognise existing Exam Insights accounts, so you will never create duplicate accounts for the same person.

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Option 1 — We’ll do it for you

This is the fastest option for schools with large cohorts.
1

Prepare your spreadsheet

Create a spreadsheet listing student and/or educator email addresses. Include each person’s name and role (student or educator) if available.
2

Send it to us

Email your spreadsheet to schools@exam-insights.com.
3

We import everyone

Our team imports all users into Manage School on your behalf. We will confirm once the import is complete.
This option is recommended for schools onboarding large year levels or the entire school at once.

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Option 2 — Upload a spreadsheet

You can bulk upload users directly in Manage School.
1

Download the template

Use the spreadsheet template provided in Manage School to ensure your data is in the correct format.
2

Fill in user details

Add each user’s email address, name, and role (student or educator).
3

Upload and review

Upload the completed spreadsheet. Manage School validates each entry and highlights any issues before importing.
Supported format
  • Spreadsheet files in CSV or Excel format
  • Required fields: email address and role (student or educator)
  • Optional fields: first name, last name, year level
Validation Manage School checks each entry before import. Common validation issues include:
  • Invalid or missing email addresses
  • Duplicate entries within the spreadsheet
  • Users already registered at your school
Fix any flagged entries and re-upload, or proceed with the valid entries.

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Option 3 — Add individually

For smaller groups or adding users one at a time:
1

Open Manage School

Navigate to the Students or Educators section in Manage School.
2

Add a new user

Enter the user’s email address, name, and role.
3

Save

The user is added to your school. They can sign in at any time, but will not have upgraded access until you grant a licence.

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Existing users

Many students and educators already have free Exam Insights accounts before your school purchases a licence. Manage School handles this automatically.
  • Existing accounts are recognised — if someone already has an Exam Insights account with the email address you add, Manage School links them to your school
  • No duplicate accounts — the same person will never have two accounts
  • Users simply sign in — existing users sign in with their current credentials
  • New users create an account — if someone does not yet have an account, they sign up at exam-insights.com using their school email
Adding a user does not upgrade their account. You grant access by assigning a licence when you are ready.

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Sign-in methods

We recommend schools encourage users to sign in with Microsoft Single Sign-On (SSO), especially where your school uses Microsoft 365. Supported sign-in methods:
  • Microsoft — recommended for schools using Microsoft 365
  • Google — for schools using Google Workspace
  • Email and password — available for all users
Users should sign in with the same email address listed in Manage School.

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Next steps

Once users are added, you can grant licences when you are ready. See Managing Licences. For questions about adding users, see Manage School FAQs.