Configuring a Non-MIS Carousel Platinum Account for the First Time – Carousel Learning

This article will take you through the steps involved in setting up your new Non-MIS Carousel Platinum subscription. Anyone with Owner or Admin permissions can complete the steps in this guide.

The process for configuring a Secondary School and a Primary School are very similar, where there is a difference it is indicated in the guide.

Accessing the ADMIN area - navigate to the control centre of your ADMIN profile.
Adding teachers - choose colleagues who will need access to the Platinum account.
Activating subjects - activate the subjects you will want to add classes and Question Banks for.
Adding students and classes - upload students and classes.
Inviting teachers - send invitations so that colleagues can access their account.
Sharing support material - support teachers in getting started with Carousel.

If you have any questions on any of these steps, please contact us at help@carousel-learning.com and one of our support team will be happy to help.

Accessing the ADMIN area

Navigate to the ADMIN area of your account by selecting MY ACCOUNT from the dropdown menu in the top right corner of your account.

Where a user will only see their profile, account Owners and Admin will be able to see four tabs:

Adding teachers

Select the USERS tab.
Press the ADD USER button and enter teacher details.
Click ADD to confirm.
The teacher will appear in the USERS table.
The name, 'teacher name', role and permission status can be edited by clicking on the action menu (3 dots) beside the name in the USERS table and choosing EDIT.

A full guide to Managing Users, including troubleshooting tips, can be found here.

Activating subjects

Select the SUBJECTS tab.
In the left hand column activate any 'Carousel' subjects from the list that you may want to use Question Banks, or add classes, for.

Primary

Ensure REGISTRATION is activated.

A full guide to Adding Subjects can be found here.

Adding students and classes

We recommend that one person oversees the upload, especially when working across multiple classes or departments to avoid difficulties that can be cause by duplicate names.
Open the upload template attached to this article.
Fill in the student details -
- Leave Column A (UPN) blank unless needed.
- Complete Columns B–D starting from row 5:
  - B: First Name
  - C: Last Name
  - D: Year Group
- NOTE: Carousel uses First + Last Name to identify students. If two students have the same name, add a middle initial, number, or distinguishing character to avoid confusion or upload errors.
Add the class details -
Enter the following across rows 1–4 for each class:
- Row 1: Class Name
- Row 2: Subject
- Row 3: Teacher Email
- Row 4: Year Group
NOTE:
- Don’t leave spaces before or after class names or teacher emails.
- Use Carousel Subjects exactly as listed in Carousel (e.g. “Religious Education”, not “RE”).
- Each class must have all 4 values entered or it will be rejected.
Assign students to classes
From row 5 onward:
- Place a Y in the cell to indicate if the student is in the corresponding class.
- Leave the cell blank if a student not in that class.
- If a student row is yellow, it means they’re not assigned to any class (not an error—just a warning!).
Final checks
- Red highlights = likely errors (e.g. missing year group or email space)
- Once complete:
  - Copy all content
  - Paste as “Values Only” into a fresh spreadsheet
  - Save as .xlsx
Ensure teachers have been added to the account and subjects activated before beginning the upload.
Upload the spreadsheet to Carousel
Open the STUDENTS tab in the ADMIN area.
Click UPLOAD STUDENTS.
Browse for your .xlsx file and click UPLOAD.
Review uploaded data and confirm that:
- All students have correct class assignments
- Teachers are linked to the right classes
You can repeat this process for additional year groups or classes.

A full guide to adding students and classes to a Non-MIS Platinum account can be found here.

Inviting teachers

Select the USERS tab.
Invitations can be sent individually via the actions menu (3 dots) beside the users name.
Multiple invitations can be sent simultaneously by ticking the boxes on the left hand side and pressing INVITE SELECTED.
The invitation link is valid for 72 hours. Teachers who miss accepting the invitation in this window will need to be re-invited using either method above.

The user status will appear under the heading 'STATUS', and can be:

‘NOT INVITED YET’ means that an invitation needs to be sent in order to add this user to the Platinum subscription.
'SENDING' means the invitation has not been delivered, check the email address is correct if this status does not update after a few minutes.
‘INVITED’ means that the invitation has been sent but the user has not yet logged in.
‘ACTIVE’ means that the user has logged in.