Manage school users and permissions

Here’s how

1. 1

   Check the school and user

   Open Users & Permissions and search for the person first. Confirm their email and existing status so you do not invite the same person twice.

2. 2

   Invite a new staff member

   Choose the invitation action and enter the first name, last name and email. Choose the appropriate Teacher or Admin role, then use Send invite. Give administrator access only to staff who need to manage the school.

3. 3

   Check invitation status

   Return to the user list and review the status shown for that person. Sending an invitation and the person completing access setup are separate stages. Ask them to use the invited email if they have trouble joining.

4. 4

   Change a role

   Open the user’s edit action, select the intended role and save. Read any warning about changing an administrator role, especially your own. Keep an appropriate administrator available to manage the school.

5. 5

   Remove access when appropriate

   Use the removal action only for the intended user and read its confirmation. Coordinate any handover of school work before removal. For questions about deleting the person’s records as well as removing access, contact support before proceeding.