Workspace and Group Admins can add new staff members and guests to a school group by sending them an invitation to create their E3 account.
Once invited, the staff member will be added to the school group and receive an email with instructions to set up their E3 account.
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Add a New User
Step 1:
Go to the school group where you want to add the new staff member.
Step 2:
Navigate to Settings > Dashboard & Settings.
Step 3:
Go to Manage > Users, then click + Add People
Step 4:
Enter the staff member’s email address, then click Invite.
Step 5:
Assign a role to the new staff member, then hit Save.
Step 6:
Click Confirm
The staff member will be added to the school group and will receive an email invitation at the email address provided to set up their E3 account.
Newly added users will appear under Unverified Users until they complete the account setup process. From there, you can resend their invitation, copy their invitation link, or delete their invitation.
Make sure the email address is entered correctly so the staff member receives their invitation.
Add a Guest User
Guests are users who need temporary access to a school group, such as substitute teachers, temporary staff, or other users who only need access for a limited period of time.
Guest access allows you to provide temporary access to the school group while automatically removing their access when the set expiration date is reached.
Step 1:
From the Dashboard & Settings, go to Manage > Users.
Click + Guest.
Step 2:
Enter the guest's email address.
Step 3:
- Choose one of the available duration options, or
- Select a custom duration.
For a custom duration, click the calendar and select the date when the guest's access should expire.
Step 4:
Once the access duration is set, click Invite
Step 5:
Select the appropriate Role for the guest. Click Save.
Step 6:
-
Review the guest's access details, including the assigned role and access duration.
-
Make sure the expiration date is correct.
-
Once everything looks correct, click Confirm.
The guest will receive an email invitation with instructions to set up their E3 account.
Once the account setup is complete, the guest will have temporary access to the school group based on the role assigned to them. They will be able to receive alert notifications for that group.
When the guest's access reaches the set expiration date, their access to the school group will automatically end.
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