Before you start
For School owners, Administrators, Operations managers, Registrars, Teachers, Finance teams
- Administrators need permission to invite users.
- Recipients need access to the email address used in their invitation.
For administrators: invite a colleague
Open Settings and the roles area, then choose Invite User. Enter the colleague’s own email and select a role matching their responsibilities. Review the available roles and plan limits shown before sending.
Check the pending invitation
Review the invitation list and confirm the address and intended role. If the email does not arrive, ask the recipient to check spam and ask your school administrator to review the invitation status.
For invited staff: open the school invitation
Check that you expected the invitation and recognise the school. Open it privately and follow the account setup instructions shown. Use the invited email address and complete any requested verification.
Check the school and available workspace
After acceptance, check the school name and the pages available to you. Ask the administrator to correct an unexpected role or school before entering records. A staff profile alone is not proof that sign-in access is ready.
Resolve an expired or unusable link
Ask the administrator for a fresh invitation if the link is expired. If it says it was already used, try signing in with your existing account. If an account or school conflict is reported, ask the school to resolve it rather than sharing someone else’s login.
Questions and troubleshooting
Ready for the next step?
Open your school workspace to put this guide into practice, or ask our team for help.