"Create Account on Behalf Of" for Teachers

Creating an account on behalf of immediately creates a new Union account that is associated with your org. This path is ideal for new organizations because you will be presented with the option to send the invitation to them now or choose to send at a later time (see Send Unsent Invites).

We have learned that during the onboarding process, most owners would prefer to have teachers notified to sign in once the schedule has been built.

If you're looking to add a new account for customers, please visit Add a New Customer to your Org.

Step-by-step guide:

Steps to Complete

Visual Support

  1. From your admin dashboard, hover over People and click All People.

  1. Click Add Person

  1. Click Create Account on Behalf Of

  1. Add your teacher's info (phone number is not required). Change the role to Teacher. You can choose to send them an invitation now or later. The invitation will give them a link to create a password. Then click Create Account.

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