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How can I invite a new user?

Step-by-step to invite a single new user.

A
Written by Augie Miller
Updated this week
  1. Navigate to the Roster page on the left-hand side of your Educator Portal.

2. Click the Actions button in the top-right corner, then choose Invite User from the dropdown to open the Invite User window.

3. In the Invite User window, enter the user’s first name, last name, and email to create a personalized invitation. The fields and options may vary slightly depending on the type of access you’re granting.

Inviting a Student

To invite a student, enter their name and email in the text fields and confirm that the Role dropdown is set to Student. Next, enroll the student by choosing the course name and section. Be sure to click the +Add Enrollment button within this window to finalize the enrollment. Finally, click Submit to send the invitation to the student’s email.

Inviting a Teacher

To invite a teacher, enter their name and email in the text fields and make sure the Role dropdown is set to Teacher. Instead of enrolling them in a course, simply assign them to a section within the Invite User window. Click Submit to send the invitation to the teacher’s email.

Inviting an Admin

To invite an admin, enter their name and email, then ensure the Role dropdown is set to Admin. Click Submit to send the invitation to their email.

You can check whether an invited user has set up their account by looking at their Status in your Roster. An Active status means the user has successfully completed setup, while an Invited status means they have not yet used the invite link sent to their email.

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