Kelvin Education

Creating and Deleting Staff and Student Groups

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Kelvin uses student and user groups in two primary ways:

  1. To deliver surveys to select groups
  2. To share results with select groups

As a result, it's important to understand how groups are created and how to manage which users belong to which groups. By default, Kelvin creates different groups for you out-of-the-box, but you can always create your own groupings to make the system your own.

Note: You will need system administrator access to create and manage groups.

General FYIs Around Groups

What groups does Kelvin create automatically?

By default we create the following groups of students and users from your Student Information System (SIS)

  • Students
    • Gender (Male, Female, Non-binary)
    • Grade levels
    • Schools
    • Classes
    • Race/Ethnicity
    • Programs
    • Languages
  • Users*
    • District Admins
    • School Admins
    • Teachers

*Please note: Any other groups like "School Counselor" or "Social Workers" etc. will need to be created in Kelvin.

Why would I create a custom group?

The creation of groups in Kelvin is useful for a variety of reasons.

  • You want to monitor progress for a particular group of students that doesn't exist as a sub-group in your SIS. E.g. You might want to see the differences in students' perceptions of school climate/culture between the general population and your "Tier 2 Attendance" students.
  • You want to share results or deliver surveys to staff members other than the three default groups of users (district admins, school admins, teachers). E.g. You might want to survey your "Classified Staff" to gain insights on their experience or only share a student survey's results related to mental health only with "School Counselors."
How to Create Custom Groups

1.  Select your Avatar within the top right hand corner.

2.  Click on Settings.

1.  Select Groups.

1.  Select New group.

2.  Select either New student group OR New staff group.

1.  Enter the Title.

2.  Select the Color.

3. If desired, enter a description such as the purpose of the group, what sites they may be connected to, etc.

4.  Select Save.

1.  Select Add students to add student(s) to the newly created Group.

2.  Click within the field and begin typing the student's name.  

3.  Select the student's name from the dropdown.  Continue selecting until all students are within the field.

4.  Select Add.

That is it! You have added students to the new group.

NOTE:  The process is the same for Staff Groups.

Add/Edit/Delete Groups

1. Any group with a Lock Icon are those that are created by Kelvin based on your imported data or the Role(s) assigned to an individual user within Users.  These are not editable.

2.  Any group that has been created by a System Admin can be deleted by clicking on the garbage can.

3.  Any group that has been created by a System Admin can be edited by clicking on the group name.  This will allow you to change the name of the group, add a Description, Remove or Add users to the group.

Add/Remove & Edit the Group Name

1.  To add additional Students, select Add Students.

2. Edit the name of the group, select the three dots within the right hand corner.  Next, select Edit Name.

3.  To manually import students select the three dots within the right hand corner.  Next, select Import Students.

4. To remove Students, select Remove.

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