How-Tos

Configure Ward or Branch Settings

Change Name of Ward or Branch

  1. Login to Primary Tools
  2. In the upper right, click on your Unit's Name and then click Manage Unit
  3. Click Edit
  4. Modify Unit Name
  5. Click Save

Invite Presidency Members to Join a Unit

  1. Login to Primary Tools
  2. In the upper right, click on your Unit's Name and then click Manage Unit
  3. Copy the Join Code
  4. Email the Join Code to other presidency members
  5. Other presidency members will register with Primary Tools, click Join Unit, then paste in the Join Code and click Join

Revoke Access to User

  1. Login to Primary Tools
  2. In the upper right, click on your Unit's Name and then click Manage Unit
  3. Find the user in the Authorized Users list
  4. Click the trash icon
*Note: When you revoke access to users, a new Join Code will be generated.

Manage Children

Add a new child

  1. Login to Primary Tools
  2. Click on Tools and All Children
  3. Click Create
  4. Enter First Name
  5. Enter Last Name
  6. Enter Birthday
  7. Select Gender
  8. Click Create
*Note: Child will automatically be placed in the corresponding class for their age

Change Class Membership

  1. Login to Primary Tools
  2. Click on Tools and All Children
  3. Find the child in the list and click their Name
  4. Click Edit
  5. Change the Class dropdown
  6. Click Save

Modify Suggested Activities per Child

  1. Login to Primary Tools
  2. Click on Tools and All Children
  3. Find the child in the list and click the Name
  4. Click Edit
  5. Check / Uncheck Activities
  6. Click Save

Manage Classes

Add a new class

  1. Login to Primary Tools
  2. Click on Tools and Manage Classes
  3. Click Create
  4. Select the Select the appropriate Group
  5. Select the Select the appropriate Class Type
  6. Give the Class a Name
  7. Optionally add Teacher and Room information

Split a class

To Split a Class, you need to create a new class then move children to the newly created class.

Delete a class

  1. Login to Primary Tools
  2. Click on Tools and Manage Classes
  3. Click the trash icon

Manage Teachers/Leaders/Substitutes

Add a new teacher or leader

  1. Login to Primary Tools
  2. Click on Tools and Teachers
  3. Click Create
  4. Enter in the appropriate information
  5. Select a Sunday Class (if applicable)
  6. Select a Scouting Group (if applicable)
  7. Select an ADays group (if applicable)

Add a substitute to the substitute list

Follow the same steps as creating a teacher, but assign them to the "Substitute" Sunday Class.

Manage Participation

Add/Remove Activities

You can select which activities are suggested for Primary Opening Exercises. You can also specify the minimum age for each activity. For example, you may choose to set the age for talk to be 5 to prevent sunbeams from giving talks.

  1. Login to Primary Tools
  2. Click on Tools and Manage Activites
  3. Add / Delete activites as needed
  4. Enable / Disable activities as needed
  5. Adjust Minimum Age for each activity as needed

Get Suggestions

  1. Login to Primary Tools
  2. Click on Tools and Participation Suggestions
The participation engine will automatically generate this report based upon the activity selections and age requirements you've set for your unit and specific children. From here you can invite participants as you see fit.

View Participation

  1. Login to Primary Tools
  2. Click on Tools and Manage Participation
Please note that only the most recent of participation records will be shown, but all participation records are accounted for by the suggestion engine.

Enter Participation

Individually

  1. Login to Primary Tools
  2. Click on Tools and Manage Participation
  3. Click Add
Entire Sunday
  1. Login to Primary Tools
  2. Click on Tools and Recent Participation
  3. Click Add Multi