Tutorial

Invite a team member and manage their role

Invite a colleague as a marshal and change an existing member’s organisation role.

Organisation admins can invite colleagues to their school’s shared school setup and choose Admin or Marshal access. Choose the role according to the tasks each person needs. The invitation is pending until the colleague accepts it using the invited email. This tutorial also shows how to change the role of someone who is already a member; that control is not available for your own role.

Invite a colleague

  1. Open Settings, then Members, and choose Invite.

  2. Enter the colleague’s Email and check Role. Marshal is selected initially; choose Admin only when the colleague needs to maintain school settings and member access. Select Send Invitation.

Change an existing member’s role

  1. Find an existing member, open their Role selector, and choose the new role. Check the row after saving. This changes their access to this organisation; it does not change their other memberships.

If the email already belongs to a member or has a pending invitation, Houseplay shows an error instead of sending another invitation. Check the Members list before trying again. A pending invitation can be deleted there; its link then becomes invalid.

Ask the colleague to sign in using the invited email address, or use Forgot password? on the login screen. If they can sign in but cannot see the school, check their membership here.