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Guided tutorial: set up the class in 10 minutes

In this tutorial

Goal: create the class, import the trainees, share access and be ready to receive submissions. · Duration: ~10 min · For: Trainer.

Before you start

  • [x] You have your IEFP institutional email (forNNNN@formacao.iefp.pt).
  • [x] You have the list of trainees (first name, surname, email).

Step 1 · Create the class

  1. Open iefpcrm.cr0x.org → “I’m a trainer - create a new class”.
  2. Fill in IEFP email, name, class number (8 digits), username and password → Create class and enter.

Save the recovery code

It appears once - write it down. It is your way to recover the password.

Create the class from the home screen.

Step 2 · Prepare the list (Excel)

  1. Settings → Class trainees → Excel/CSV Template.
  2. Fill in one row per trainee: first name · surname · email · username · password.

Password

If you leave the password column empty, the initial password is used (field on the page) - the same for everyone; each trainee changes it later.

Step 3 · Import with preview

  1. Click Import list and choose the file.
  2. Check the preview: OK rows in green, errors flagged in red.
  3. Import N valid.

Result

The trainees appear in the list, ready to enter.

Preview

Before saving, you see a table with each row marked ✓ valid or in red (missing field, invalid or duplicate email). Only the valid rows are imported.

Step 4 · Share access

Send the class the link with the number:

https://iefpcrm.cr0x.org/?t=12345678

Each trainee enters with their own username and password.

Step 5 · (Optional) Enable real email sending

In Settings → Real email sending, turn on Enable real sending and run Send test. (The keys are fixed; you only manage the mode.)

Next

  • When the trainees hand in, you go to Submission & validation - review, generate PDF, download.
  • Customize the Brand if you want the CRM with a different identity.