[Org Admins] Activating HatchSync® Part 1: Creating a New Admin in GOLD®

Creating a New Admin in Teaching Strategies GOLD®

To activate HatchSync® for your program, the first step is to create a new admin user account in Teaching Strategies GOLD®. This admin user account will be used by the automatic process to help sync documents between the two systems.

• Navigate to https://my.teachingstrategies.com/.
• Log in with your Teaching Strategies administrator account.
• Click the Manage button on the left side toolbar, then click Users. 

• Click the Add a User button in the top right.

• Fill in the user information as follows:
  • User Information:
    • Set the user's first name to Hatch and the last name to Sync.
    • Next, enter your own email address and phone number (optional).
    • For the username, add the name of your main TSG Organization, Program, or Site without spaces (e.g., Piedmont).

• Primary Access:
  • User Type: Select Standard Administrator.
  • Program and Site: This does not determine the user's administrator access, but rather where in your account this user will be able to be added to classes and approve lesson plans. Classes and lesson plans are not required for a HatchSync Admin since this user will never need to log in, so you may choose any option.

• Additional Permission Access: Place a check mark next to each program and site that will use HatchSync. Click each triangle to expand the organization tree to check that all applicable sites are selected. The screenshot below is an example where the entire organization is selected.
  • This step ensures that the HatchSync user has access to the correct children and is able to send them documentation via HatchSync.

• The Education area can be skipped.
• At the bottom of the page, click Save

• Next, you will receive an email from Teaching Strategies instructing you to log in with a temporary password. Follow the directions, and set a new password for the account. We suggest making this a complex password because it will only be entered once.
• Once the username and password have been created for the Teaching Strategies service account, you are now ready to add it to your HatchSync® account.