For schools and teachers

Move students to TutPro accounts safely

The old sid/sn link identifies a roster entry but does not prove who opened it. Replace access in small batches with student-accepted invitations. “Transfer” means invite and join, not automatic removal from the old provider.

Migration checklist

1. Review each active roster record and its provider workspace. Resolve duplicate names and obsolete contact details; do not merge by name or email alone.
2. Pilot invitations with a few active students. Open the student card in the correct school or private-teacher workspace; copy a link and provide it privately. Record the issue date and seven-day expiry.
3. Ask each student to sign in with their own verified TutPro email or create an account. If they also teach, they use that same account.
4. The student previews profile fields before acceptance. Their new provider receives a copy only after consent; existing workspaces remain connected.
5. Confirm the student can open Student and switch to the new workspace. Reissue failed or expired links; reissuing revokes the previous one.
6. Repeat in small batches. Keep inactive roster records without creating Auth accounts or inviting them until needed.

Inviting a student to a new provider

The receiving provider creates its own student record, then issues its own invitation. The student accepts it and may optionally copy profile fields from an active workspace. Do not use the former Administration Transfer entry—it did not change server access. The old provider’s lessons, homework, grades, payments and internal notes remain there. The student may leave the old workspace separately.

Disabling or closing a workspace

Mark only that provider’s Student connection inactive. Do not disable the person’s TutPro Auth account or Teacher access. Portal data must stop loading and local cache must clear. Provider-owned records remain under your data-retention process.

Troubleshooting

• Wrong account: Student selects Switch TutPro account on the join page; the invite remains available.
• Expired/reissued: Open the correct student card and issue a fresh link; send only the latest one.
• Already connected: Verify the record and account. Do not work around this by renaming or duplicating records.
• Old sid/sn link: It cannot authenticate. Give the student a new invitation.