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Add staff and assign roles

Updated 13 Aug 20266 min read
TL;DR

Invite the teachers and non-teaching staff who work at your school, choose what each person can see, and fix an invite that didn't arrive.

Everyone who works at your school — teachers, the bursar, the head teacher, the school secretary — needs their own login. Each person only sees the parts of Edunile their job needs. You bring people on board by inviting them: Edunile sends them a link (or a WhatsApp code), and they set their own password.

Steps

Step 01

Open the Staff Room

From your dashboard menu, click Staff Room. It is one page with three tabs:

  • Directory — everyone who has already joined.
  • Invitations — people you've invited who haven't finished signing up yet.
  • Departments — optional groupings like Mathematics or Languages.

Everyone on your staff can browse the Directory. Only School Admins see the Invitations tab and the buttons that change people.

Staff Room → Directory, Invitations, Departments
Step 02

Click Invite staff

Click Invite staff at the top of the page. A panel slides in from the right.

In the first box, Email or phone, type either one:

  • Type an email address and Edunile emails them a setup link.
  • Type a phone number and Edunile sends them a code over WhatsApp instead.

Edunile works out which one you typed and tells you underneath which way it will send. This is the answer for staff who don't use email — a phone number is enough.

Then add their first name and last name.

One box — email or phone, whichever the person actually uses
Step 03

Choose their role

Pick one role. This is the single most important choice on the form, because it decides what the person can see once they sign in:

  • School Admin — full operational control of the school.
  • Bursar / Finance — manages fees, invoices and payments.
  • Head Teacher — academic oversight: structure, results, attendance.
  • Teacher — their own classes only.
  • Admin / Front Desk — student records, attendance entry, announcements.

You can also add a Job title (optional) — Proprietor, Head Teacher, Bursar and so on. That's just a label for your own records; the role above is what actually controls access.

Click Send invitation.

Step 04

Share the link if you need to

After you send, Edunile confirms where the invitation went and shows an invite link you can copy.

That link is shown once. If you'd rather forward it yourself — pasting it into a staff WhatsApp group, say — copy it now. If you close the panel without copying, you can still send the invitation again from the Invitations tab.

Click Invite another to keep going, or Done when you've finished.

Step 05

Track who has and hasn't joined

Open the Invitations tab to see everyone who has been invited but hasn't finished signing up. For each row you can:

  • Resend — send the invitation again, for instance if the first email went to spam.
  • Revoke — cancel it, for instance if you typed the wrong number.

Once someone completes their sign-up they move out of Invitations and into the Directory.

Step 06

Change someone's role later

People change jobs. In the Directory tab, find the person, open the menu on their card and choose Change role.

The new role takes effect the next time they sign in — so ask them to sign out and back in if they need it straight away.

Step 07

Assign teachers to their subjects

Inviting a teacher does not, on its own, tell Edunile which classes they take. That's a separate step.

Open a class from Classes, go to its Academics tab, and pick the teacher next to each subject. You can also work from the other direction — open the teacher from the Directory and assign their subjects there. Either way works; use whichever is faster for the size of your school.

Common issues

Common issues
My new staff member didn't receive the invitation

Give it a couple of minutes, then ask them to check their spam folder. If it's still missing, go to Staff Room → Invitations, find their row and click Resend.

If email keeps failing, revoke the invitation and send a new one using their phone number instead — the WhatsApp route avoids email entirely.

They opened the link but ended up with no access to anything

Ask them which link they used. The staff invitation link and the parent/guardian one look similar but are not interchangeable — a staff member who signs up through a guardian link ends up with no role at all.

The fix is to revoke the old invitation and send a fresh one from Staff Room → Invite staff, then have them use that link.

A teacher can't see the classes they should be teaching

Two separate things have to be true:

  1. Their role is Teacher (check the Directory card).
  2. They are actually assigned to that class or subject — open the class, go to its Academics tab and check the teacher next to each subject.

A role on its own doesn't grant access to a specific class. You need both.

The bursar can't see the Finance menu

Check their role is Bursar / Finance in the Directory, then ask them to sign out and sign back in. Role changes don't reach a page somebody is already looking at.

Somebody has left the school

Open their profile from the Directory and deactivate them. That blocks them from signing in but keeps their history — the attendance they marked and the results they entered stay attached to the right person.

Don't try to erase a staff member who has already marked attendance or entered results; the historical link matters for your records.