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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 yourself in the live demo

Follow these steps in a real sandbox school — admin, teacher, family, and student views. Sample data resets daily.