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AdminsUsers & Access

Add a staff user and choose their role

A 60-second screen recording of a real school doing exactly this — and the same 7 steps written out below, in the labels you'll see on screen.

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How to add a staff user and choose their role

  1. 1Go to Users in the Administration section of the sidebar
  2. 2Click Add user (adding a teacher on the Teachers page does not create a login — this is where accounts are made)
  3. 3Enter Email, First name, and Last name
  4. 4Pick a Base role — School Admin, Teacher, or Staff
  5. 5Optionally pick a Custom role to replace the base role's permissions
  6. 6On multi-campus schools, choose a campus or 'All campuses (district)'
  7. 7Click Add user — the person appears in the table with their access badge, ready for Caseload or Access override tweaks

Part of School setup & the year cycle

Configure the school once — branding, years and terms, classes, staff, roles — then let the June rollover wizard carry it all into the new year.

Next in this group

Do it in your own school

Everything in this video is in every plan. Your first 30 days are free — no setup fee, no sales call.