Before you start: you need the Network Admin role. That's what Proserva calls a district admin.
Invite someone
In the top bar, click Manage.
Click Users.
Click Add Users.
Click Invite User. To add a whole school from a spreadsheet, pick Upload CSV instead.
Type their email address in the search box. You can paste several addresses at once.
Click Invite next to the address.
Check that Invite to Northwind Schools is ticked. You'll see your own district's name here.
Click Invite.
Set their school
Find the person in the list and click their name to open their profile. Click Edit.
Open the Current Position tab.
Pick their school in School / Site.
Click Save Changes.
Making someone an admin or a coach? In the same window, open the Profile tab. Set Role to Network Admin for a district admin. For a school admin, set it to Site Admin, then add them to their school: Manage › Schools, then + under Site Admin(s). Tick Give Coaching Access if they coach others. Roles in Proserva has the details.
What happens next
New people join your district straight away.
People who already use Proserva with another organization get an invitation. They join once they accept it.
Proserva doesn't email new people when you add them. Tell them to sign in at app.proserva.co with the email you used. They don't need a password: Proserva emails them a sign-in code.






