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Send / Reset Invitations

Send Invitations in Bulk / Reset Passwords in Bulk

📋 Before you start: The people you want to invite must already exist in your Manage People dashboard. Most users are added automatically from your SIS within 24 hours. If a user is missing, see Manage People Overview for how to check, or one of the import articles linked at the bottom of this page.

Sending invitations or resetting passwords in bulk

Step 1. From the dashboard home, click PeopleManage People.

Step 2. Locate the people you want to invite or reset, then tick the checkbox at the right side of each row. As soon as you select at least one person, a bulk-action bar appears across the top of the list with buttons including Delete, Unpublish, Send Invite / Password Reset, Approve, Update Grades, and Create / Edit Accounts.

Manage People with rows selected and the bulk-action bar showing Send Invite / Password Reset

Step 3. Click Send Invite / Password Reset in the bulk-action bar.

Close-up of the bulk-action bar with Send Invite / Password Reset

Step 4. A confirmation dialog opens. Choose which roles to send to (Students, Parents/Family, Teachers, etc.), confirm the count, and click Send.

Send invitations or password reset instructions confirmation dialog with role selection and Send button

💡 Same button, two outcomes: The Send Invite / Password Reset button sends an invitation to users who haven't been invited yet, or a password reset link to users who already accepted their invite. The system decides per-user based on each person's account state — you don't have to sort them yourself.

💡 SMS password resets for phone-number users: If a user logs in with a phone number instead of an email, the Send Invite / Password Reset button sends the invitation or reset link via SMS text message automatically — no separate action needed. See Login Methods: Phone Numbers and SIS Usernames for details.

💡 Invites don't expire, but only the newest one works: Invitation links do not expire on their own. However, sending a new invite to the same person invalidates any invite email sent to them previously — only the most recent link will work. If you resend an invite, tell the person to use the newest email; an older invite link in their inbox will no longer log them in, which can look like a broken invite if they click the wrong one. Invitation and password-reset emails come from [email protected].

Here is a video to share with your school community on how to accept an invitation.

Targeting a specific group with Advanced Filters

To send to a specific subset of users (e.g. only parents who haven't been invited yet), use Advanced Filters before selecting rows.

Step 1. In Manage People, click the Advanced Filters button at the top of the list. A filter panel slides open.

Advanced Filters panel expanded

Step 2. Use the account-related filters to narrow the list. These are three separate controls in the panel:

  • Account — a dropdown (defaults to All) with a Has Account checkbox beside it. Check Has Account to show only people who already have a dashboard account.

  • Account Types — a separate Filter by Account Types control with a Has Dashboard Access checkbox, to narrow by who can sign in to the dashboard.

  • App Roles — a separate Filter by App Role control with a Has App Access checkbox, to narrow by who has mobile-app access.

  • Login Methods: Phone Numbers and SIS Usernames — phone number and SIS username login

Advanced Filters panel showing Account, Account Types, and App Roles rows

Step 3. Combine with other filters as needed — Identity (Staff / Student / Family / Community), Site, Department, Grade — then click Apply.

Step 4. Use Select All at the top of the list to select every filtered row at once. The bulk-action bar appears.

Step 5. Click Send Invite / Password Reset in the bulk-action bar and proceed as in the walkthrough above.

Sending an invite or reset to a single user

For one-off invitations, use the per-row kebab menu instead of the bulk-action bar.

Step 1. In Manage People, find the user and click the (kebab) icon on the right side of their row.

Kebab menu open on a row showing Send Invite / Send Password Reset / Reset Password options

Step 2. The menu shows the available actions for that user. Depending on their account state, you'll see:

  • Send Invite — for users who haven't been invited yet.

  • Send Password Reset — for users who have already been invited (sends a link they can use to reset their own password).

  • Reset Password — for setting a new password directly (admin action, no email to the user).

📋 Send Password Reset vs Reset Password:
Send Password Reset emails the user a link they can click to reset their own password. Their current password keeps working until they use the link.
Reset Password lets an admin set a new password directly. The user's old password stops working immediately. Use this for emergency access situations (e.g. user lost access to their email).


Troubleshooting

The user says they didn't receive the invitation email

Ask them to check their spam/junk folder for an email from [email protected]. Invitation emails sometimes land there, especially on Gmail and Outlook.

In Manage People → Advanced FiltersAccount, filter to Has Account — confirm the user is provisioned. If they don't appear, the account wasn't created yet.

If the user appears, select them and click Send Invite / Password Reset again to re-send. This invalidates any earlier invite link sent to them — tell the user to use only the newest email if they have more than one in their inbox.

If after resending the user still doesn't receive it, verify the email address on their profile is correct (typos in SIS data are the most common cause).

A parent reset their password, deleted the app, and reinstalled — now they can't log in

This is a common flow that combines a few separate things:

  1. First, confirm the parent exists in Manage People. Parents only appear in the standalone Parent list if they have relationship data linking them to a student. Use Family View in Manage People to see parents nested under students — that's where most parents appear.

  2. If the parent is in the dashboard but can't log in, send them a new password reset by selecting them and using Send Invite / Password Reset (the button label is the same for invitations and password resets — the system picks based on the user's account state).

  3. Confirm they're using the email address shown on their profile — if they have multiple emails, only the one in the dashboard will work.

  4. If they still can't log in after a fresh password reset, open a ticket with the parent's name, email, and student name.

I can't find the user I want to invite

If you're looking for a parent, click Family View at the top of Manage People to expand the list and show parents nested under their students.

For Teachers, Staff, or Admins, use Advanced FiltersIdentity to narrow the list by role.

If the user came from your SIS and was added recently, wait up to 24 hours for the next sync to bring them in.

If the user should be there but isn't after 24 hours, contact [email protected].

If you need to add the user manually, see Adding Accounts for Existing Contacts.

The bulk-action bar doesn't appear when I select people

The bulk-action bar only appears at the top of the list once at least one row is selected via its checkbox. If you don't see it:

  1. Confirm at least one row is checked (the checkbox on the right side of the row, not the row itself).

  2. Scroll up to the top of the list — the bar appears above the list, not below.

  3. If you're filtered down to zero rows, the bar can't appear because there's nothing to act on. Clear the filter or pick filter values that return at least one user.

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