This guide walks you through inviting staff members to your Montessori Compass account. Whether you are adding a lead teacher, an assistant, or another administrator, the process takes just a few minutes.
Step-by-Step: Inviting a New Staff Member
Note: You must be using the Account Admin role to invite staff members.
- Go to the Staff Page
Click Staff in the left-hand navigation panel. - Click "Invite Staff Member"
Click the button in the upper-right corner to open the invitation form. - Enter Staff Details
Fill in the staff member's name and email address, then select a role:- Teacher — Access to record keeping and communication features for assigned classrooms
- Teacher with Curriculum Editing — Same as Teacher, plus the ability to modify the curriculum
- Administrator — Full 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 account. When they click the link, they will:
- Activate their profile
- Create a password
- Accept the Terms of Service and Privacy Policy
Once complete, they will be logged into their new staff account and ready to go. Their name will move from the Invited list to the Active Staff list in your admin panel.
Need to manage staff roles or remove a team member? You can update staff settings at any time from the Staff page in your admin panel.
Questions? Reach out to our support team — we're happy to help.
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