How to invite a team member

Modified on Sat, May 16 at 6:25 PM

Getting Started

How to invite a team member

Quick answer: Go to Settings, find the Team or My Staff section, click Add Employee, and fill in their information. They'll get an email to set their password.

Before you start

Only Admins can invite team members. If you don't see an Add Employee or invite option, your account is set to User role — talk to your school's Admin.

Step-by-step

  1. Open Settings from the main menu.
  2. Find the Team, My Staff, or Employees section (the exact label varies).
  3. Click Add Employee.
  4. Fill in the new team member's details:
    • First name and last name
    • Email address (this is what they'll use to log in)
    • Phone number (optional but helpful)
    • Role: Admin or User
  5. Save.
  6. Growth Suite sends them an invitation email with a link to set their password.

What happens next

  • The new team member receives an email titled something like "Welcome to Growth Suite — set your password."
  • They click the link and create their password.
  • They can now log in and access Growth Suite based on the role you assigned.

If they don't receive the email within a few minutes, ask them to check spam. You can resend the invitation from their record in Settings.

Tips

  • Use the team member's school email, not their personal address. Personal addresses are harder to manage when someone leaves the school.
  • Be thoughtful about Admin vs. User. Admin is powerful — anyone with that role can change billing settings, delete records, and invite other admins. Start most people as User and upgrade only when needed.
  • When a team member leaves your school, deactivate their account right away. Don't just stop using it — an active account is a security risk.

Related articles

  • Understanding user roles and permissions

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