How do I add someone as a Staff member to my institution?

It's important to add any staff members from your organisation, as the Staff role in your institution. If you don't do this step before they create or are added to a course, they may get a payment window, which can cause confusion!

To add someone as a Staff member, they need to have an OpenLearning account already, and you will need to know the email address they have registered with OpenLearning.

We'll cover both cases in this article.


To add an existing OpenLearning user as a Staff member in the institution, follow these steps:

Go to Institution Settings > People > Invite People

Add in the user's email address

Set their role to Staff.

Click Invite all users.

 


If the person you'd like to add as Staff don't have an account already, you can either:

  1. Let them know to sign up for an account here
  2. Invite them to the institution (which will also prompt them to create an account)
  3. Add them to the institution and automatically create an account for them.

Note: Only verified accounts can be added as Staff. Options 2 and 3 will automatically verify their account for them.

  • Go Institution Settings > People > Invite People
  • Add their email address
  • Select Student (as they don't yet have an account, so they can't be added yet as Staff)
  • Tick the option: Email the above people and let them know they have been invited
  • Click Invite All Users

They will receive an email from OpenLearning that looks like this:

   

  • Once they click on the link and create their account, they will be added to the People > Overview list in the institution.
  • You can then follow the steps above to add them as a Staff member.

 

  • Go Institution Settings > People > Invite People
  • Add their email address
  • Select Student (as they don't yet have an account, so they can't be added yet as Staff)
  • Tick the option: Automatically create an account and email them their password
  • Click Invite All Users

They will receive an email from OpenLearning that looks like this:

  •  You will be able to then immediately follow the steps to add them as Staff.
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