Inviting staff

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Overview

Adding a staff member is a two-step process. You first add them to the system — entering their details and role — and then separately send them an invitation email so they can set up their login credentials. Staff management is available on paid plans only.

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Step 1 — Add the staff member

1. In the left sidebar, click Staff & Users.
2. Click + Add Staff in the top right.
3. Fill in: First name, Last name, Email, Role, and any other relevant details.
4. Click Save.

The staff member now appears in your list with an Invitation badge showing Not Invited.

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Step 2 — Send the invitation

Once the staff member is in the system, you send their invite separately:

1. On the Staff & Users screen, tick the checkbox next to the staff member(s) you want to invite.
2. The Send Invite button in the top right becomes active once at least one staff member is selected.
3. Click Send Invite.
4. A confirmation message will confirm how many invitations were sent.

The staff member will receive an email with a link to set up their password and access the system.

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Invitation status badges

Each staff member in the list has an Invitation column showing their current status:

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Staff roles

The role you assign controls what a staff member can see and do in the application. Assign the most appropriate role for their responsibilities — for example, a school nurse would typically be assigned the Nurse role, while a reception or admin person might be Support Staff or Administrator.