Step 1: Go to "Settings and members"
Click on “Settings and members” found in the left-hand sidebar of your workspace homepage.
Step 2: Click on "Terms"
Click on the Terms tab on the "Settings and members" panel.
Step 3: Click on "Add term"
Click on the "Add term" button.
Step 4: Enter term details
Enter the details for the new term, including the term name and dates and then click save.
Step 5: Choose an import source
The SIS and LMS tab will open automatically. Here, you can import students from an existing integration or create a new integration with an SIS or LMS source.
Step 6: Review users
Review the users included in your import and make sure the information is pulling correctly. If all looks correct, click “Next”. If you need to make any edits to member roles or add additional members, you will be able to do so in Step 9.
Step 7: Review groups
Review the groups and make sure the information is pulling correctly. If all looks correct, click “Next”.
Step 8: Import
Once you've reviewed the members and groups to be added to this term, click “Import" and then "Done".
Note: If you click on the check mark, it will remove all users not a part of this integration.
Step 9: Review Members
Go to the “Members” tab within “Settings and members” to make sure individuals have been assigned the proper roles. If you do need to make any edits, adjust and then click “Update”. For more details on changing roles, check out this guide.
Step 10: Activate Term
Click "Mark as Active" in the top right corner to officially make this term the visible term and hide the old term from students and teachers. Their workspace will reflect the new classes and any former activities that they want to use again can be imported into the new term.
