Giving a staff member access

Access is created from the staff member’s record, so the person who signs in is always a known member of staff.

1. 1Go to People → Staff → Directory. If they are not listed yet, use Add Staff first.
2. 2Open the staff member. In the Login card, select Create login.
3. 3Choose their role — Teacher, School admin, Finance, Bursar or Registrar — and select Create login.
4. 4Copy the temporary password shown on screen and share it with them. It is shown only once.

If the staff record has an email address, they also receive a welcome email with a link to set their own password.

The Create login button only appears once the record has an email or phone number. You need permission to manage staff to see it.