How to Invite Students to the Student Portal and Manage Access

The student portal is linked to an existing student record at your school. An invitation gives the student access to their own records; it does not create a staff account or permission to manage lessons, attendance or billing.

Before you send an invitation

• The student portal feature must be available to your company.
• You need access to student records.
• The student needs a valid email address. Invitations are unavailable for students whose enrolment has ended.
• Your company must be allowed to send email. If the interface shows a restriction, resolve the stated issue first.

Confirm the address with the student: it receives the invitation and is used to sign in.

1. Open the student record

Under People & Classes → Students, find the student and open their record. Check the email address, then locate Cabinet access.

The first-invitation example shows Mila Stone, who does not have a portal account yet. The block shows Not invited and the Send invitation button.

2. Send the invitation

Click Send invitation and confirm in the dialog. The student receives an email with a link to set their password.

After sending, check the access status and invitation delivery information. If delivery fails, check the reason shown in the interface. An invitation record alone does not prove that the email was delivered.

3. Check activation

The student opens the link, sets a password and signs in. The status changes to Active after activation. The access block shows when they were invited, activated their account and last signed in.

The activated account is a separate example: Noah Brown. It shows the controls available after access has already been created. Share how to use the student portal with the student after activation.

4. Resend an invitation when needed

If the student did not receive the email or the link has expired, check their address and click Resend invitation. Confirm only after checking the address: the system sends a new email.

Do not resend an invitation just to check the status. Activation and sign-in dates are already available in the student record.

5. Deactivate access

Click Deactivate and confirm. The portal account is deleted, while the student's school records remain: groups, attendance, invoices and payments are preserved.

If deletion is still pending, wait for completion and check the status again. To restore access, send a new invitation from the same student record. You do not need to create the student again.

What the student can see

Students see their own published lessons and attendance, invoices made available by the school, recorded payments, groups, discounts and profile. The school provides payment instructions, receives the money and records the payment; students can then review the payment in their own history.

Inviting a student does not automatically make every internal invoice visible. See how to send student invoices by email. After activation, share how to use the student portal.