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Invite Family Members

Invite families to to see a child's learning journey on Educa.

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Written by Educa
Updated this week

Invite a family member to a profile

  1. Find the child's profile under All Children and click their name to open the profile.

  2. Click Invite Family under Family Information.

  3. Enter the family member’s name and email address.

  4. Select their Relationship to Child.

  5. Click Invite. The family member now appears in the Family Information section with status "Pending".

What happens next: Family member receives an email invitation from "The Educa Team" to create their Educa account.

accessing a child's profile and how to invite family members

Choosing Relationship Types

When inviting, you'll select how the Family Member is related to the child. This determines their access level.

Parents and Primary Caregivers (Full Access)

  • Have full access to the profile, can edit the profile information and About Me (if enabled by centre), and invite other Family Members (if enabled by centre).

  • Relationship options: Mother / Father / Parent / Parents / Primary Caregiver.

Extended Family (Limited Access)

  • Don't have access to Routines, Forms, Notes, can't edit the profile information or About Me, and can't invite other Family Members.

  • Relationship options: Includes all other relationships listed.

Note: It's important to always have at least 1 family member listed as Parents and Primary Caregivers to ensure someone has full access to the profile.

One Family Member, Multiple Children

If a family member should have access to multiple children's profiles (e.g. parent of two siblings), invite the family member to one child’s profile first following the above steps.

After they accept, go to the other profile and click Link to Existing Family. Select the family member from the dropdown to connect them to the child’s profile. They'll now see both children when they log in.

where to click to link to existing family

Re-inviting families

If a family member didn't receive their invite or it has expired, you can re-send it by clicking Re-Invite next to their email on the child's profile.

🔒 Site Admins can view, resend and delete all invites on your site through the Manage Users section on your site.

Troubleshooting

If any family members are not receiving their invite email, or having trouble accepting, first check that you have the correct spelling for their name and email address. If this is correct and they're still having issues, please Contact Educa Support for assistance.

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