This article is for ADMINISTRATORS.


This guide provides a step-by-step process to update user accounts, prescribed lists, and resources in Snapplify Engage, ensuring a smooth transition to the next academic year. The entire process should take under an hour. 


In order to do this, you'll need to have the Teacher user role assigned to your Admin user, so that you have access to groups. Here's how to assign and edit user roles in Engage.




Step 1: Groups

To rename a group to the following curriculum level and year:

  1. After logging in to Engage, navigate to the settings section by clicking the cog icon in the top right-hand corner of your screen.

  2. On the left-hand side of your screen, navigate to 'Groups'.
  3. Find the relevant group (e.g. ‘Grade 6 2023’) and click its name.
  4. On the specific group page, select ‘Edit’ at the top of the screen.
  5. Update the name (e.g. ‘Grade 6 2023’ becomes ‘Grade 7 2024’) and description (if relevant) then click ‘Save’.


For individual users who have not progressed to the following curriculum level, you will need to remove these users from the group they’re in, then add them to the previous years’s group.


To archive existing groups:

  1. After logging in to Engage, navigate to the settings section by clicking the cog icon in the top right-hand corner of your screen.
  2. On the left-hand side of your screen, navigate to 'Groups'.
  3. Find the relevant group (e.g. ‘Grade 12 2023’) and click its name.
  4. On the specific group page, select ‘Archive’ at the top of the screen. When asked if you’re sure you want to archive, click ‘Yes’.


Archived groups are not deleted so you can always unarchive a group if needed. Archived groups are visible under the 'Archived' tab on the Groups page.


Step 2: Updating prescribed lists

To update prescribed lists:

  1. Log in to Engage and navigate to the store by clicking 'Textbooks' at the top of your screen.
  2. On the left-hand side of your screen, navigate to 'Prescribed Lists'.
  3. Find the relevant prescribed list and click the title. You may need to Navigate to the "published tab" to see your existing lists, or if you hav ealready started edting these may be in "unpublished"
  4. On the specific prescribed list page, review the ebooks that have been added to that list.
  5. Select the ebooks that you wish to remove from the prescribed list using the checkbox on the left, then click the red ‘Remove Titles’ button.
  6. To add new ebooks to your prescribed list, select the green ‘Add Titles’ button. Browse the list of titles and add titles to the prescribed list by selecting the green + symbol next to each book and clicking 'Yes' when asked if you want to add the selected title.


If necessary, you can also set up a new prescribed list.


Step 3: Disconnecting old prescribed lists and resources from groups, and connecting updated prescribed lists

To update the links to your prescribed lists and resources for groups:

  1. After logging in to Engage, navigate to the settings section by clicking the cog icon in the top right-hand corner of your screen.
  2. On the left-hand side of your screen, navigate to 'User Groups'.
  3. Find the relevant group (e.g. ‘Grade 7 2024’) and click on its name.
  4. On the specific group page, review the resources and prescribed lists that have been assigned to that group. If these are specific to the previous academic year, these may no longer be relevant to this group as they progress to the next year.
  5. Select the resources and prescribed lists you wish to remove from the group using the checkbox on the left, then click the red ‘Remove’ button.
  6. Add the new prescribed list for the following year by clicking the green '+ Add prescribed list' button. Type in the name of your prescribed list and select the correct one from the drop-down menu. Then click ‘Save’ to confirm your choice.
  7. Add any new resources for the following year by clicking the ‘+ Add Resource’ button. Type in the name of your resource and select the correct one from the drop-down menu. Then click ‘Save’ to confirm your choice.


Learn more about bulk textbook orders – from setting up prescribed lists to finalising an order and making payment.

Would you like more detail on how to manage your end-of-year rollover? You can sign up for our free short course on Teacha! Inspire here. Simply log in with your Snapplify credentials and get started


Need help? Use the live chat in the bottom right corner of your screen or email us at help@snapplify.com.