Inviting staff members to join your Montessori Compass account is easy! Whether it’s a lead teacher, assistant, or an administrator, this guide walks you through the steps to send an invitation and assign them to the appropriate classroom and role.
Step-by-Step: Inviting a New Staff Member
Note: You’ll need to be using the Account Admin role to invite staff members.
- Click on Staff in the left-hand navigation panel.
- Click “Invite Staff Member” in the upper right corner.
This opens the invitation form. - Fill Out the Staff Details
- Enter the staff member’s name and email address
- Select a role for the staff member
- Teacher – Access to all record keeping and communication features for any classroom to which they are assigned
- Teacher with Curriculum Editing – Same as above but includes permissions to make changes to the curriculum
- Administrator - Access to all classrooms, students, and account settings
- Click “Create”
This adds the staff member to your Invited Staff Users list and sends them an invitation email.
What Happens Next?
- The staff member will receive an email with a link to join your school’s Montessori Compass account.
- They’ll follow the link to:
- Activate their profile
- Create a password
- Accept the terms of service and privacy policy
- Once completed, they’ll be logged into their new staff account and ready to get started! You'll see their name moved to the Active Staff Users list.
Need to manage staff roles or assignments later? You can always return to the Staff section to edit their role, classroom assignment, or remove access if needed.