Create/Invite a New Account (Staff Members)
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.
Invite |
Visual Support |
From your admin dashboard, hover over People and click All People. Then, click Add Person. |
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| Add the email for the new account. This will check to make sure there is no account already created. |
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| If no account has been previously created, you can add the staff member's details. |
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Once you've added the details (first name and email are only required fields), you can change the role to what is appropriate. 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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By default, Union will automatically send someone an invite to create a password to sign in to their account. Click Send Invitation Email Later if you would like to send this at a later time |
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