> ## Documentation Index
> Fetch the complete documentation index at: https://help.exam-insights.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Adding Students & Educators

> How to add students and educators to Manage School using bulk upload or individual entry.

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.

***

## 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.

***

## Option 1 — We'll do it for you

This is the fastest option for schools with large cohorts.

<Steps>
  <Step title="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.
  </Step>

  <Step title="Send it to us">
    Email your spreadsheet to [schools@exam-insights.com](mailto:schools@exam-insights.com).
  </Step>

  <Step title="We import everyone">
    Our team imports all users into Manage School on your behalf. We will confirm once the import is complete.
  </Step>
</Steps>

<Tip>
  This option is recommended for schools onboarding large year levels or the entire school at once.
</Tip>

***

## Option 2 — Upload a spreadsheet

You can bulk upload users directly in Manage School.

<Steps>
  <Step title="Download the template">
    Use the spreadsheet template provided in Manage School to ensure your data is in the correct format.
  </Step>

  <Step title="Fill in user details">
    Add each user's email address, name, and role (student or educator).
  </Step>

  <Step title="Upload and review">
    Upload the completed spreadsheet. Manage School validates each entry and highlights any issues before importing.
  </Step>
</Steps>

**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.

***

## Option 3 — Add individually

For smaller groups or adding users one at a time:

<Steps>
  <Step title="Open Manage School">
    Navigate to the Students or Educators section in Manage School.
  </Step>

  <Step title="Add a new user">
    Enter the user's email address, name, and role.
  </Step>

  <Step title="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.
  </Step>
</Steps>

***

## 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](https://exam-insights.com) using their school email

<Note>
  Adding a user does not upgrade their account. You grant access by assigning a licence when you are ready.
</Note>

***

## 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.

***

## Next steps

Once users are added, you can grant licences when you are ready. See [Managing Licences](/manage_school/managing_licences).

For questions about adding users, see [Manage School FAQs](/manage_school/faqs).