Skip to main content
All CollectionsGetting StartedAdding Users
Invite Family Members & Extended Family
Invite Family Members & Extended Family

The children are loaded, it's time to invite families - either one at a time or in groups. Those family members can then invite others.

Educa avatar
Written by Educa
Updated over a week ago

Each child added to Educa is automatically set up with a "child profile" that has stories, plans, etc. for that child. Primary guardians are then invited to that profile who can then invite (and disinvite) others, e.g., extended family, clinician. Families click into their child's portfolio and use the Invite Families link.

Two Ways for Staff to Invite - Individually or Together

To invite one at a time, go to the child's profile and add the family member. If you uploaded children via an upload, the parent contact should already be there.

To manage all family invites together, go to "Manage Users" (under Settings in the Educa sidebar), where you can review who has accepted any prior invites, and where you can send or resend an invitation to all parents.

Note, you will notice a "Last Invite/Create" column for each parent. When a child is first uploaded and if there is a parent attached to that upload, the date of the upload will post in this field. The parent will not be invited to Educa at that time. You need to manually send an invitation, when you are ready.

One Family Member, Multiple Children

If a family member needs to be added to multiple child profiles you should invite them to only one child's profile initially. Once they have accepted the invitation, an educator can use the Link to Existing Family function to link the family member to the additional child's profile.

Customise your invitation message

You are able to add a custom message for your site that will be included in our email to newly invited users. You might want to set expectations about what families will see from your site or sell why it's important they accept the invitation.

To add or update your custom message an Admin can go into Settings > Site Settings and then Privacy.
Under the Privacy section you'll see text box labelled Custom Guardian Invite Message. You can author a message in that text box and press Save to confirm your changes.

You can only have one active custom message for your site but you can update this at any time.

Setting Invitation Rights

Some centres may opt for tighter privacy settings meaning that only educators or only site administrators can invite family members.

  • If you're a parent and you cannot see the option to invite family members on your child's profile you should speak with the staff at your child's centre.

  • If you're an educator and you cannot see the option to invite family members on a child's profile you should speak with your site administrator.

To invite family members, head to the child's profile through the All Children page. It's here you'll see the Invite Family button.

Related Links

How to manage all users on one page - more here

Uploading children - more here

Did this answer your question?