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Allowing Schools to Manage Their Closings
One of the biggest time savers in School Closings is the ability to let schools manage their own closings. This saves you the hassle of communicating with the individual schools, getting misinformation and updating potentially hundreds of schools.
Setting up a School Login
Setting up a school login can be down when creating a school or afterwards from the school listing screen. For the purpose of the tutorial, we’ll assume you already created the school and want to set it up for login.
From the school listing screen, find the school you want to setup for login. Click the Setup Login link for the selected school.
This will open up a popup where you can setup their login.
The only required fields are a username and password, but you should enter a contact e-mail so you can send the user their login information and contact them in the future.
That’s it! The school is now setup to login and update their own school’s status. You’ll know a school is setup because the Setup Login link changes to Edit Login on the listing page and the school passcode displays in the listing.
IMPORTANT! Even though a school is setup for login, your Closings Page also needs to be setup to support school logins! See the next section below!
Setting Your Closings Page to Allow For School Logins
Your Closings Page is most likely just a School Closings shortcode on a page named (appropriately) Closings. Edit that page.
All you need to do to allow for school logins on a closing page is to add the login=”yes” parameter to the closings shortcode. (note: you can use either WPB CLOSINGS or wpb-closings-lite when creating closings shortcodes)
What Your School Sees When they Login
Once you have updated the shortcode to allow for school logins, you closings page should now have a link above the closing list School/Business Login.
When they click the login link, a popup will appear. They should enter the username and passcode you setup for them and click Submit.
After a successful login, they can now adjust the fields for Expiration, Status and Comments (just like you can do in the Closings Admin)
Once they have filled out the necessary fields, they can click the Save button to submit the closing.
The Closings Page will instantly update for everyone with the information they entered.