Checklist for Creating a New US Prospect School
- Mathspace back end:
- Check Mathspace back end to see if school already exists. If unsure about whether a school in Mathspace back end is already there, please ask the relevant school consultant.
- If school doesn’t exist then create school in Mathspace.
- Tick the 'is verified' checkbox
- Fill in school reference (search for the school reference using the government ID in Hubspot)
- Fill in timezone
- Fill in country
- Fill in Country Subdivision
- Fill in Lantern Curriculum (if unsure check with the school's consultant)
- Fill in school address
- Add the relevant syllabuses [State]
- Add Task Template Groups (refer to this article)
- Fill in package subscription (paid or trial)
- Fill in the start and end date
- Save
- Create teacher accounts
- Username: firstname.surname
- The password follows the format '' followed by three random numbers (e.g., ilovemath321).
- Curriculum focus: Common Core 7 - 2023 Edition (varies by State)
- Timezone: US/Eastern, Pacific, etc.
- Country: United States
- Fill in first name
- Fill in last name
- Fill in email address
- Add profile
- Find school name in search and click on link to auto enter ID number
- Check the "Is Head Teacher" box for school admins.
- Check the "Is School Admin" box if they need access to multiple classes within the district.
- Tick the “Can access all students” box for admins.
- Save and add another if more teachers, otherwise save
2. Hubspot
- Send email to teachers giving login details and CC Consultant from the deal page (make sure this is done in Hubspot so that it is visible on the equivalent deal page). Use the 'Mathspace Username and Password' template.
- Update Mathspace school ID (Mathspace school ID can be found in the URL when clicking on the link to the Mathspace school in the back end)
- Fill in the start and end date of trial
- Fill in current Trialing Package
- If the deal doesn't exist yet, please create a new one. Simply update the deal owner and leave the other details as default.