Add staff and assign roles

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.

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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.

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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:

Each one is described by the job it does, in the same words the form uses:

• School Admin runs the school day to day. Not the owner.
• Bursar handles fees and payments.
• Head Teacher leads the academic side: classes, results and attendance.
• Teacher teaches classes and marks registers.
• Front desk handles admissions and student records.

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.

After you send, edunile confirms where the invitation went and shows the invite link. Click Copy to copy it, or WhatsApp to open WhatsApp with the link already typed into a message. This is handy for staff who don't check email, or for dropping it into a staff group.

You don't have to grab it now. You can get a fresh link any time from the Invitations tab (see the next step).

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

Open the Invitations tab to see everyone who has been invited. The status on each row is in plain words: Waiting to join for someone who hasn't signed up yet, Joined once they have, and Link expired when their link has run out of time. For each row you can:

• Get link: copies a fresh invite link so you can send it yourself, and shows a WhatsApp button that opens WhatsApp with the link already typed. Each new link replaces the old one, so the earlier link stops working.
• Resend: send the invitation again by email, for instance if the first one went to spam.
• Revoke: cancel it, for instance if you typed the wrong number.

Invitations sent to a phone number work with a WhatsApp code rather than a link, so Get link isn't offered for those. Use Resend to send a new code.

Once someone completes their sign-up their row says Joined and they appear in the Directory.

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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.

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.

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