How to Add or Remove a Tutor

This guide will walk you through the process of adding or removing a tutor to the system by editing and re-uploading the tutor.csv file in the admin panel.

Step-by-Step Instructions:

1. Access the Admin Panel

   • Log in to your Penji admin account.

   • Navigate to the "Providers" section (or "Tutors" "Consultants" "Coaches" depending on your setup).

2. Download the Most Recent CSV File

   • Locate the "Recent Imports" section in the admin panel.
     
     
     

   • Find the most recent import and download the file. This file contains the latest version of your tutor list.

3. Edit the CSV File

   • Open the downloaded file in a spreadsheet editor (e.g., Microsoft Excel, Google Sheets).

   • To add a tutor, include their information, such as:

     • Name

     • Email (e.g., [e-mail])

     • Any other required fields (e.g., availability, subjects, etc.).

   • To remove a tutor, simply delete their row from the file.

   • Ensure that all data is entered in the correct format as specified in the template.

4. Save the Updated CSV File

   • After making your changes, save the file in CSV format (not Excel or another format).

5. Re-upload the CSV File

   • Return to the admin panel.

   • Under the "Manage" tab, click "Choose File."

   • Select your updated CSV file.

   • Click "Import CSV" to upload the file.

6. Verify the Tutor's Access

   • Once the file is uploaded, the system will process the updates.

   • Confirm that the tutors have proper access to the tutor screen or have been successfully removed.