Who is this for? #

A District Admin in Presto Assistant who needs to add assistants to help manage district information.

Tip

District Assistants have the same permissions as the District Administrator, except they cannot add or remove other District Assistants.

Prerequisites #

You should have a Presto Assistant District account. If you need a district, please consult this support article for detailed steps on how to create a district.

Detailed steps #

  1. On the Admin Dashboard, find the card that mentions "District Assistants". Press the "View District Assistants" button.

Dashboard showing the District Assistants card.

Press the View District Assistants button

You can also access the District Assistants page from the district settings page, found here: Gear icon > Settings > District Actions.

District Settings page showing the District Assistants section.

Access District Assistants information from the Settings page
  1. Click the "Add" button at the top of the table.

District Assistants table highlighting the Add button.

Click the Add District Assistant button
  1. Enter the information for the new District Assistant.

Tip

The district assistant should use this email when creating their Presto Assistant login.

Form to fill in district assistant information.

Complete the form with information about the new District Assistant
  1. Hit the ENTER key or press the Add District Assistant button at the bottom of the form.

After you submit the form, the system will:

  • Create their district member profile for your district
  • Fire off a “Welcome Email” to the new assistant

Next steps #

  • The newly-added District Assistant should have an email in their inbox with a Member Claim Code used to set up their user profile, fill out any missing information, and start using Presto Assistant!
  • Share this article with the new District Assistant to help them get started.
  • The new assistant will appear in the District Assistant table.
  • All directors will be able to see all district members — administrators and assistants — on their settings page.

Troubleshooting #

When a District Assistant tries to add another District Assistant, they will see a message indicating that only a District Administrator can add a District Assistant, including the name and email of the District Administrator.

Dialog showing message about contacting the district administrator to add a new district assistant.

Only a District Administrator can add a District Assistant

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