Whether you're adding administrators, instructors, or program directors, assigning the correct role ensures each team member has access to the tools they need—nothing more, nothing less. This guide will walk you through how to invite staff to your account and assign them the appropriate role type based on their responsibilities.

Inviting staff and assigning appropriate roles in your AfterSchool HQ account is essential for maintaining security, fostering collaboration, and ensuring program success.

Hover over "Account and Settings"

Select "Staff

Click on "Invite Team Member"

Select the Account Type and Role for the user.

Read through the description and permissions for each role.

Enter their email address and an optional message if you'd like.

By clicking on "Send Invite" they'll receive an email to complete setup.

This is what the email invitation looks like. To accept the invitation, the recipient should click the provided link.

They will then need to enter their first and last name, confirm their email address, create a password, and click Sign Up to complete the process.

Use the dropdown next to their name to select the new account type when needed.

There's an Invite Link you can copy and send to providers in case they missed the email.

Copy the invite link and click on Done to close this screen.

To delete a staff member, click on the trash icon.

Click on "Remove Staff Member" to complete this action. If someone is removed, they will lose access immediately. If needed again later, you'll have to invite them again.

This guide walked you through Managing User Roles and Access: How to Invite and Manage Staff on Afterschool HQ. Thanks for watching!