School administrators

Key functions for school administrators

Inviting staff, managing roles, resending invitations and sending reflection reminders.

5 min read 6 steps

  1. Invite Staff Members

    Click the settings gear icon in the top-right corner.

    Select Manage Staff Members and click Invite Users.

    Enter the email address and click the + icon to add multiple emails.

    Click Send Invitation to invite staff members.

    The settings gear icon in the top right corner
    1 of 4 The settings gear icon in the top right corner
    Manage Staff Members with the Invite Users button
    2 of 4 Manage Staff Members with the Invite Users button
    Adding several email addresses with the plus icon
    3 of 4 Adding several email addresses with the plus icon
    Sending the staff invitations
    4 of 4 Sending the staff invitations
  2. Manage Your Team (Invite or Remove Staff)

    Under Manage Staff Members, admins can:

    Modify roles (Organization Admin, Staff Member).

    Deactivate users or view profiles.

    Search and filter by email, role, status, and tags.

    The staff member list
    1 of 4 The staff member list
    Role options for a staff member
    2 of 4 Role options for a staff member
    Deactivating a user or viewing their profile
    3 of 4 Deactivating a user or viewing their profile
    Filtering staff by email, role, status and tags
    4 of 4 Filtering staff by email, role, status and tags
  3. Change a Member’s Role

    Click the three-dot menu next to a member’s name.

    Select Modify Roles, check/uncheck roles, and click Save.

    The three dot menu beside a member name
    1 of 2 The three dot menu beside a member name
    The Modify Roles checkboxes before saving
    2 of 2 The Modify Roles checkboxes before saving
  4. Resend an Invitation

    Click the Send Reminder button to resend invitations to users who haven’t activated their accounts.

    The Send Reminder button for unactivated invitations
  5. Reminder to Complete Reflection

    In Reflection, select School Wellbeing from the dropdown.

    Click Send Reminder in the popup to notify users.

    Selecting School Wellbeing in Reflection to send a reminder
  6. Admin Tip: Keep staff records updated by managing roles and reminders regularly. 🚀

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