Manage family access and invitations

Before you start

An active manager account. Parent invitations require an existing family; each account keeps one role.

Steps

1. Open Families → Family records and choose the existing family. Review students, bookings and Student details; edit Student name and choose Save student details where needed.
2. Open Settings → Invite an account. Enter Invited email, choose Account role, and select the existing Family for a Parent. Staff invitations do not use a family.
3. Choose Issue invitation. Share the invitation through your center’s approved private channel. The issuance-only code is sensitive; never include it in screenshots or public messages.
4. Choose View invitation status to review status. Use Revoke on an unused invitation when appropriate. Issuing a replacement revokes the old one; a pending account must retain its original role and family.
5. For suspension/reactivation, ask your authorized account administrator to use the supported authenticated manager account API procedure. There is currently no suspension button in this UI. Reactivation requires a completed verified account and fresh sign-in.

What to expect

An invitation gives its recipient the specified role/family after acceptance and verification. It does not change an existing completed account’s role or ownership.

If something goes wrong

• The app has no family/student creation form or family-name editor. There is also no ongoing family/student creation API or weekly-target editor. Ask the center’s operator about supported initial setup; coordinate any missing capability separately rather than inventing records in a form.
• Suspending an account revokes sessions but does not cancel shifts, bookings or history. Reconcile future work separately and preserve historical records. A manager cannot suspend their own account.
• Partial membership removal, email change, role conversion, lost-email recovery and all-managers-unavailable recovery are unsupported. Keep a working verified manager successor; do not use invitations to bypass those limits.

Examples from a synthetic center

Screenshots use fictional people and sample dates/policies. Your center’s labels, dates and configured values may differ. All steps above are complete without images.