Merging Freemium Accounts into a Paid School
Context: With the free trial, teachers can create schools independently that actually refer to the same school. At some point during their trial, they will want to have all trials merged into the same school. This might also be requested by the sales team.
Steps:
- Find the freemium teacher and the paid school ID in Admin:
- Get the freemium teacher's email.
- Find the paid school in Admin.
- Take note of the paid school id as the destination_school_id.
- Take note of the freemium teacher's school id as the old_school_id.
- Check whether classes and students need to be migrated too:
- Navigate to the freemium class link and move it to the paid school ID by changing the school ID.
- Navigate to the students link and move each student to the paid school.
- Change the school that the freemium teacher is in:
- Go back to the freemium Teacher profile in Admin.
- Update the school with destination_school_id.
- Tick the 'Can access all students' box (AU teachers only)
- Tag the old school as merged
- Navigate to the old school profile in Admin.
- Update the merged_into field with destination_school_id.
- Untick the "active" box from the old school and save.
- Verify the school switch
- Impersonate the teacher and verify they've landed in the new school.
- Verify that their class and students have also moved across.