Inviting users

Schoolysoft uses an e-mail invitation system: the invited person receives a link to create their account (password + mandatory two-factor authentication).

Roles you can invite

Head teacher, Teacher, Staff, Accountant, Parent, Pupil, Archivist, School nurse, Head of year (CPE).

School administrator is not an invitation role: it corresponds to the account created when the institution itself is created.

Inviting from the dedicated page

1. Go to Invite a user (/users/invite), reachable from the dashboard quick action or from Settings → Invitations.
2. Enter the e-mail address, first name and last name (optional), then choose the role.
3. If the chosen role is Pupil, select the pupil record to link to the account.
4. Add a personal message if needed, then confirm.

Inviting a staff member from their record

From the Staff menu, open the relevant employee’s record and click Invite to create an account. The role is pre-filled from the record.

Tracking invitations

Settings → Accounts & access → Invitations lists every invitation with its status (Pending, Accepted, Expired, Revoked), the date it was sent, and its expiry date. From this list you can resend a pending invitation or revoke one so its link stops working.