Set up a new staff user in Zunia

Introduction 

The school system administrator has control over who has access to the features in Zunia.

This guide shows system administrators how to send an email invite to a staff member so they can set up their account, after a staff profile has been created.

Add a staff member as a new user

1. Select Add user.
2. In Select staff, enter the name of the staff member.
3. Under Add individual identity, choose which email address to assign to the user account, then select Create.
4. In Roles, select one or more roles from the list available. The role will be the job they do at the school E.g. Finance Officer or Administrator. You may need to scroll to see all the roles listed.  
   Note: M = Managed role, which is a default group of permissions you can assign to relevant users. 
5. After you’ve selected their role, use the forward arrow > symbol to push the selected roles from Available roles to Assigned roles, then Save. Above roles, the account Status will display as ‘Unprovisioned’.
6. To allow the staff member to activate their account, select the 3 dots, then Send onboarding email. The account status will update to ’Pending’.

The staff member has 7 days to activate their account using the link in the email. Once this is done, the new staff member will be automatically added as a user in Zunia and their account status will update to ‘Accepted’. If they don’t, the activation link will expire, and you’ll need to re-send the onboarding email.