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Add & invite an assistant (staff member)

Add an assistant so they can help with registers, observations and parent messages.

Updated this week

How-to Video

Add the assistant

  1. Go to Staff/Assistants (left menu) → click + Add.

  2. Enter their name and (optional) email and photo.

  3. (Optional) Room – choose where they usually work (e.g., Main Room).

  4. (Optional) Key children – assign children they support.

  5. Click Submit (or Submit & add another).

Set their permissions

Open the assistant’s profile → Permissions:

  • Admin — Full access (add/edit staff, children, rooms; approve observations).
    Use only for the owner/manager you trust.

  • Send messages — Can reply to parent messages. Turn off if you don’t want them messaging parents.

  • Requires observation approval — If on, their L&D, General, Accident/Incident posts go to Pending approval first.
    (Food/Drink, Nap, Toileting always post straight to the diary.)

  • Post announcements — Can send announcements to parents and/or staff.

You can change permissions any time.

Invite them to log in

  1. Go to Staff/Assistants → open the person you added.

  2. Scroll to Account → click Invite (or Resend invite).

  3. Enter their emailSend invitation email.

  4. They’ll get a link to set their password and sign in.

Not received? Ask them to check Spam/Junk, confirm the email is correct, then Resend.

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