- Principals: open School, then School team. Owners and organization administrators: open Admin, then Teachers.
- Choose Invite staff, enter one email, pick a role, and choose Send invitation.
- New and existing account holders join after accepting their invitation. Sending one does not immediately add them as members.
- Principals can invite teachers, counselors, and special education coordinators to their assigned school. Organization administrators have additional role choices.
- Pending invites count against your seats; cancel a mistyped one to free the seat.
- On an individual free or Pro account there is no team, but you can share a single student with a colleague.
Team features come with school plans (Support Team, Foundation, Campus, Whole School) and District. An administrator invites each staff member by email with a role. A pending invitation reserves a seat; after acceptance, the active member uses that seat.
Where invites live
Principals open School (/dashboard/school) and use School team. School staff shows the active members assigned there, and Invitations shows invitations still awaiting acceptance.
Owners, admins, and district admins open Admin, then Teachers (/dashboard/admin/teachers). In either view, choose Invite staff, enter the email, choose a role, and select Send invitation. Invitations go out one email at a time.
The organization administrator’s Teachers page also shows seat usage. Pending invitations reserve seats. When all seats are used, cancel an invitation that is no longer needed or ask your organization administrator about the plan.
Choose the right role
Teacher is for classroom staff and paraprofessionals who log daily. Counselor is for the student support team; counselors can read notes marked Confidential (support team), which teachers and admins never see. Admin manages staff, settings, and billing for the school.
Special education coordinator and Special education director are for staff who oversee special education across classrooms, and Principal is for a building leader. A principal can invite teachers, counselors, and coordinators to their own school.
Staff invited as Teacher do not see Prepare and My documents in the sidebar. If a staff member builds meeting packets, give them a role that includes those tools.
Manage pending invitations
An invitation can be saved even when its email could not be delivered. Read the success or delivery message after sending; a row in Invitations does not by itself confirm delivery.
Resend emails the invitation again and renews an expired invitation for seven days. Cancel invitation turns off that invitation and frees its reserved seat. It does not remove an existing member’s access. Expired invitations no longer reserve seats.
After acceptance, the person appears in School staff for their assigned school and in the organization administrator’s Teachers & staff list.
Start with a small group
Invite the few people who share students first and get their logging routine working. Adding the next group is easier when you can hand them a routine that already works in your building.
Agree early on who adds students and how names are written, so three staff members do not each create the same student.
Frequently asked questions
Can I invite teammates on a Pro plan?
No. Pro is an individual account. You can still share a specific student with a colleague using Share Student on the student card.
Can I invite a whole list of staff at once?
Not yet. Invites are sent one email at a time from the Invite staff card.
Can I change someone's role later?
Owners, admins, and district admins can change a member’s role from Teachers & staff. Principals should contact their organization administrator to change an existing staff member’s role.
Why can't I send an invite?
Check the message beside the form. Enter a valid email and choose a role. If school staff or invitations could not load, use Retry first. If all seats are in use, pending invitations count too; cancel one you no longer need or ask your organization administrator about more seats.