Adding New Institutions

1. Go to the Institutions tab

 

2. Click on the red outlined New Institution button in the upper-right-hand corner

 

 

3. Add the institution's information

(Adding a contract to the institution is optional at this step)

 

 

New Contract Fields:

• Name: The name you'd like to give the contract
• Start Date: The first date a  Multi-level User Management admin can add student or instructor accounts to their institution
• End Date: The last date an Multi-level User Management admin can add student or instructor accounts to their institution
• Admin Access Expiration Date: The date that administrators lose access to BenchPrep
• First Student Activation Date: The first date a student may activate their account
• Last Student Activation Date: The last date a student may activate their account
• Final Access Date: If all students should lose access to BenchPrep on the same date, regardless of when they activated their account, set this date. Otherwise, leave it blank
• Duration: How many months a student will have access for
• Type: Select unlimited if the institution should have unlimited licenses; select limited if the institution should have a finite number of licenses 
• Courses: Check the box next to all courses students and instructors will need access to

 

4. Click on the Create button at the bottom of the page to finalize your institution.

 

 

Adding Institutions to Districts

 

1. In the Institutions tab, select the institution you want to edit

 

2. On that institutions's details page, click the Edit button

(You will be redirected to a page where you can select a district from a drop-down list)

 

 

3. Once you’ve selected the district, click the red outlined Save button

 

 

You can also create new institutions and simultaneously add them to districts via the Institutions tab:

 

1. Click on the Institutions tab

 

2. Click New Institution at the top right corner

 

3. Add their information and save the Institution

 

 

 

 

Adding Contracts to Existing Institutions

 

1. Go to the Institutions tab

 

2. Click on the name of the institution you'd like to add a contract into

 

 

3. On the institution's details page, click on the New Contract button in the top right-hand corner

 

 

4. On the next page, fill out all of the requested information about the contract: 

• Name: The name you'd like to give the contract
• Institution: The institution's name should be preselected
• Start Date: The first date a Multi-level User Management admin can add student or instructor accounts to their institution
• End Date: The last date a Multi-level User Management admin can add student or instructor accounts to their institution
• Admin Access Expiration Date: The date that administrators lose access to BenchPrep
• First Student Activation Date: The first date a student may activate their account
• Last Student Activation Date: The last date a student may activate their account
• Final Access Date: If all students should lose access to BenchPrep on the same date, regardless of when they activated their account, set this date. Otherwise, leave it blank
• Type: Select unlimited if the institution should have unlimited licenses; select limited if the institution should have a finite number of licenses 
• Courses: Check the box next to all courses students and instructors will need access to

 

 

5. Click on the Create button to finish creating the contract

 

 

 

You can also create a new contract directly from the Contracts tab, but the "Institution" field will not be autofilled. 

 

Assigning Multi-Level User Management Admin to Institutions

1. Click on the Institutions tab on the left side navigation menu

 

2. Click on the institution where you want to add the admin

 

3. Once in that institution's details page, click on the New User button on the right-hand side

 

 

 

4. Fill out the top of the page with the user's information

 

5. Scroll down to the bottom to assign them the Institution Admin role