For Community Edition
There are times where an Administrator might want to set up a test Student Profile (with a test parent or carer account) so they can see exactly what a parent or carer will see. This test Student Profile can be created in your Operoo account.
To see how to create a test Student Profile, follow the steps below.
1. On the top right-hand side of your account, click Add, followed by Add single student.
2. The minimum fields required for completion on the 'New' screen are; First name, Last name and Email address used for initial profile request. Once the required fields are populated, click Save.
3. An email will sent requesting an Operoo Profile is created. Once this email is received, click on the Create Operoo Profile and follow the prompts to create an Operoo Profile for the test student.
When a user has multiple accounts, we recommend they are linked so you can toggle between accounts without the need for logging out of Operoo, before logging back in. To see how to link accounts, please view this Knowledge Base article; Switch between accounts by using linked accounts.
If you are testing an eForm before it is sent all multiple parents and carers, ensure your eForm Member Selection is 'Static Members', making sure the test student(s) is the only member. Plus, don't forget to enable the eForm so you can see it.
If you have not gone live with Operoo, do not enable any messaging in your Settings. The red boxes in the screenshot below must stay red (that's very important). As a reminder, once these are clicked, and the subsequent prompt is confirmed, Operoo will send out login details to every contact who has permission to access Operoo. If you have any questions, please contact the Support Team
, or speak with your Customer Success Manager.