Invite a Member to the Portal

The invitation links a Kanri account to a member record. What a signed-in member can access depends on the self-service pages and school features available to that account. Follow Invite a Member to the Portal for the complete staff workflow.

Before you send the invite

1. Open the member’s profile and confirm their email address.
2. Check whether a user account is already linked. If it is, the member already has portal access.
3. If a parent or guardian needs access to a child’s information, link them as a contact and enable Can Manage where appropriate. Contact access is feature-specific; see What Members Can See.

Send and verify

1. Select Invite on the member’s profile.
2. Confirm the email address and submit the invitation.
3. Ask the member to open the email and complete account setup.
4. Check the member profile for the linked account.

The invitation link is for account setup. It does not grant staff permissions or access to unrelated member records. For the self-service pages and their limits, see What Members Can See.