How to Invite Others to your Subscription

How to Invite Others to your Subscription

Invite teachers, administrators, students, and parents to join your Merge 3D organization. Administrators can assign users to the appropriate school, choose permission levels, and determine how each user receives access to their account.

In This Article, You Will Learn How To:

  • Invite a new user
  • Assign a user to a school
  • Select user permission levels
  • Choose an account verification method

Invite a New User

  1. Sign in to the Merge 3D Dashboard at dashboard.merge3d.ai.
  2. Select District or Schools from the dashboard menu.
  3. Select Users.

  1. Click Create or Invite a New User.

Complete the User Information

Select an Organization

Choose the appropriate Organization (School) from the drop-down menu.

Assign Permission Rights

Select the appropriate role for the new user:

  • Account Admin – Full access to manage the district, schools, users, and settings.
  • School Admin – Manages users, settings, and content for a specific school.
  • Teacher – Creates classes, manages students, and accesses instructional resources.
  • Student – Accesses assigned content and learning experiences.
  • Parent/Guardian – Supports student learning through parent access features.

Enter User Details

  1. Enter the user's First and Last Name.
  2. Enter the user's Email Address.

Select a User Verification Method

Choose one of the following verification options:

  • Silently Create User – Creates the account without notifying the user.
  • Notify User of Account Creation – Creates the account and sends a notification email.
  • Invite to Join Account – Sends an invitation for the user to create and activate their account.

Select the option that best fits your organization's onboarding process.

Create the User

After reviewing the information:

  1. Click Create.

The new user will be added to your organization according to the selected verification method.

Tips

  • Verify the user's email address before creating the account.
  • Assign the appropriate permission level based on the user's responsibilities.
  • Make sure the user is assigned to the correct school if your district contains multiple schools.
  • Use Invite to Join Account when you want users to create their own password and activate their account.

Now that you've invited users to your organization, learn how to Roster Students using ClassLink, Clever, or a CSV file to quickly populate classrooms and manage student access.

Was this article helpful?
1 out of 1 found this helpful