Adding staff and assigning access

What this article covers

Use this article when giving school staff access to the portal or scanner.

Before you start

• You know the staff member email address.
• You know whether they need organization-wide or branch-only access.
• The role you need already exists in the portal.

Steps

1. Go to Users and Access → Invitations.
2. Click Send invitation.
3. Enter the staff member email address.
4. Choose the invitation type that matches the role you are assigning.
5. For scanning staff, choose a branch role and select the correct branch.
6. Add a short message if needed.
7. Send the invitation.
8. Check the invitation list for Pending status.

Expected result

The staff member receives an email invitation and can create a password. Once accepted, their menus match the role assigned.

Troubleshooting

• If the staff member cannot see Scan QR, confirm they have a scanning or branch staff role.
• If the invitation expired, resend it from the invitation list.