Inviting staff and roles

Everyone on the team gets their own account with a role. The role decides what the person may do in Ufzack.

Inviting a person

1. Open the list of parent and team accounts in the administration and add a new account.
2. Enter the email address and «Display name» and choose the «Role». Save.
3. Select the account in the list and run the action «Activate (account may sign in)». New accounts are created blocked.
4. Then run the action «Invite (send sign-in link by email)».

The person receives a team invitation with a sign-in link and a code, valid for 14 days. No password is needed.

For the person to appear on the contact page, also add them in the administration, in the team list, and choose their «Account». If someone leaves the school, enter the «Leaving date» there: from that day on the person is no longer visible and their account is downgraded.

The roles

• Learning support: creates and publishes events, info pages and announcements and looks after families and children. Cannot change the role of an account.
• Level coordinator: the same; also receives change requests from the team about published events.
• Head of school: everything, including setup, modules, billing and cancellation. Also receives change requests.
• Administration: editorial area, setup, families, modules and billing. Cannot cancel the subscription.
• Admin: the same permissions as the head of school, intended for technical support.

All team roles can publish and inform parents when doing so. Choosing «Publish and inform parents» therefore sends emails to families. Agree as a team who does this and when.

Staff with children at the school

An account with a team role can also belong to a family. The person then first sees their own children's events, like other parents, and also has the permissions of their role.

More about parent accounts in Inviting parents.