A new assistant principal starts Monday and needs to be observing by Tuesday. Two cases: they have never used Education Walkthrough, or they already have an account from another school. Both take about a minute, as long as you have a license to give them.
Invite someone new
- Open Users. District Admins pick the school in the top bar first.
- Check the line above the table: N licenses available. No licenses, no invite; buy more with Buy More Licenses, see How to Get a Quote.
- Click Invite Users. Paste one or more email addresses, or upload the CSV template for a long list.
- Pick the role for the invitees, see User Roles, and send.
- The invitee gets an email from noreply@educationwalkthrough.com with a link that is good for 24 hours. When they set a password, they join your school with that role and a license from your pool.
Someone who already has an account
- If their account is already at your school, find them on the Users page. A Basic plan means no license: click their name and choose Change Plan (or Upgrade) to assign one.
- If their account is at a different school, it has to move first. Ask them to request the move from their Settings, or move them yourself as a District Admin, see How to Move Users to Another School. Then assign the license.
Frequently asked questions
Q: The invite link expired.
A: Links last 24 hours. Open Pending Users and resend. Invites not accepted within 14 days are removed automatically.
Q: They signed up on their own instead of using the invite.
A: A pending invitee who signs up is sent back to the invite registration. If they created a separate account first, see How to Move Users.
Q: Can I give someone a license without inviting them?
A: Only if they already have an account at your school. Everyone else comes in through an invite.
Q: Which roles can I give?
A: The roles your own role allows. A School Admin invites school roles; a District Admin can also give district roles, see User Roles.
Q: I need to free a license first.
A: See How to Remove a User and Reassign Their License.