Creating Affiliations in Class+

Once you’ve logged in, locate and click the Affiliation tab:

Upon clicking the option to add affiliations, our first step will involve the creation of a Parent Affiliation. One of the initial elements you will encounter is the drop-down box for selecting a parent affiliation. This feature is critical as it allows you to designate a parent affiliation within the system. Genius employs a hierarchical structure, commonly referred to as parent and child affiliations, to organize the relationships between different entities. The affiliations you establish will significantly influence various actions and access permissions. These permissions dictate a user's capability to view information at their designated (parent) affiliation level, as well as any associated (child) or sub-affiliations that fall under it. If you intend to create a parent affiliation or if you prefer to establish a stand-alone affiliation, you will need to leave this field blank.

For this example, we will designate a School District as the Parent Affiliation, with various buildings within the district serving as sub-affiliations or children to the parent affiliation. In this scenario, the Parent Affiliation will be configured for individuals such as a superintendent or central office personnel, as they oversee all the buildings within the district. Therefore, we will leave the parent affiliation field blank. Once you have completed the affiliation creation process, make sure to click the save button located at the bottom of the page.

Next, we will proceed to create a child affiliation named High School, with the Parent Affiliation being the school district itself. After selecting the option to add affiliations, the procedure will closely mirror that of the parent affiliation creation. The parent affiliation box will be utilized to link your new child affiliation to its corresponding parent affiliation. You will want to enter the contact information for the high school, which could include details for the principal or an administrator who holds permissions relevant to the high school. Once you have entered all necessary information, click the save button at the bottom to finalize the creation.

Affiliations can be structured in a variety of ways and play a vital role in managing access to data. As previously mentioned, leaving the parent affiliation field blank allows for the creation of a stand-alone affiliation, which can be particularly beneficial for establishing a distinct group of users who require access to the same set of data. By organizing users into specific affiliations, you are effectively granting them access to data based on their assigned roles. In the examples provided, we established a School District as the Parent Affiliation and a High School as the Child or Sub Affiliation. The main interface under the affiliations tab will present active affiliations along with essential information, such as the contact name, email address, and additional details associated with the affiliations. If you select a parent affiliation, you will be able to view the child or sub-affiliations that are linked to it.

Should you need to make edits to an affiliation at any point, you can easily locate the affiliation's profile page and click on the “edit information” option. This action will enable you to modify the basic information tied to the affiliation as needed, including updates to phone numbers or changes to contact names.