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Add staff

[For Admins + Managers] Easily add and build staff profiles in brightwheel.

Sabrina avatar
Written by Sabrina
Updated today

Admins and Managers can add staff profiles to brightwheel. Staff can create a brightwheel account and login if an email address is listed.

Once accounts are created, staff can download the mobile app to their personal device or log in to their account from a school designated device, depending on program preference. Check out some Affordable Devices we Recommend!

💡 Tip: Share our Teacher Training Overview to provide staff with some initial training.


Understand Staff Roles

There are multiple role options you will see available when adding or updating a staff member's permissions. Please review our Teacher/Staff Permissions resource for details.

If your staff member(s) are using brightwheel as a staff member and a parent, review our resource Using brightwheel as a Student Contact and Staff Member for more information on how their accounts should be set up. In order to facilitate different user roles, the user will be required to set up TWO brightwheel accounts.


Add Staff

When adding a staff member, you will have the option to add them with or without an email address. We recommend adding an email if you'd like the staff to login to brightwheel. If you wish to leverage a shared device via Room Device Mode, adding an email is not necessary.

You will also have the option to send a invitation to the staff or you can wait until later to send it.

On the Web

  1. Log in on the web

  2. Click Staff & Payroll page from the sidebar > Add Staff (top right)

  3. Select Add manually
    💡You can also select Bulk upload to add multiple staff at once via a uploaded file.

  4. Enter the staff's information, then Add new staff when done

💡To preview the staff invitation, click Invite at the top of the Staff List, then choose Preview Invite.

On the App

ℹ️ We recommend adding staff from the web as only Staff or Lead staff can be added from the mobile app. If you need to add a Admin or Manager, please add them on the web.

  1. From the Administrator Home, tap Staff

  2. Click Add in the top right corner

  3. Input the staff's information

  4. Add an email address if you would like the staff member to have their own account
    💡 Adding an email address will you prompt you to send the invite email immediately or wait. If you want to leverage Room Device Mode, adding an email will not be needed!

  5. Tap Save


Add staff without an account

If you wish for staff to use a shared device, simply add their staff profile without an email address. If you do this, the staff member will not be able to log in to brightwheel directly but they will be assigned a check-in code to check themselves in, and their name will be selectable when logging actions from a shared device set in Room Device Mode.

This is a great option if you do not want staff to have their own accounts and want them to use a shared device locked into Room Device mode.

Note: Staff and Lead Staff can be added without an email address listed on their profile, but Billing only roles, Managers and Admins are required to have an email address listed.


Send a reminder & track Staff signups

If you have already added staff accounts but declined to send an invitation to set up their brightwheel account during the creation process, you can send the initial invitation, or a reminder anytime after as long as the staff member has an email address listed for their account. You can also track the status of your staff member's account registration.

On the Web

  1. From Staff & Payroll > Staff, find the desired staff member (use filters if needed)

  2. Check their Status (Not Invited, Invited, Signed Up, Needs Email)

  3. Click Actions on their row:

    • Invite to send the initial invite

    • Remind to resend an invite

  4. To invite multiple, click Invite (top of list) > Invite Unregistered Staff

On the App

  1. From the Administrator Home, tap School Profile

  2. Select the Staff tile at the top of the dashboard

  3. Tap on the specific staff member needing to be reminded

  4. Tap the Remind to join brightwheel banner on the page

ℹ️ If the staff member is not receiving a resent invitation, we suggest advising them to manually sign up and activate their account by using the same email address you use to create their account.


Fields available on staff profiles

Maintaining accurate employment information for each staff member is critical for any business. To access a staff member's profile, simply click on their name from the Staff list. The following information can be seen and updated within a staff member's profile:

Personal information

Basic employee details (name, email for login, phone for admin records, birthday, address, notes).

Note: Staff members must use an email address to log in to brightwheel. The phone field is reserved solely for administrator records.

Brightwheel role & status

Staff role, room assignments, view sign-up status, check-in codes, add hire dates and notes.

Payroll information

Auto-populates Gusto data (name, start date, employment type, onboarding, jobs, dismissal status) if integrated.

Emergency contact

Record contact name, relationship, and phone number.

Medical Information

Document allergies, medication, and doctor's details.

Certifications

Log degrees, certifications, and educational credits

Track trainings, courses, and other educational accomplishments.

Add and download documents; report on expiring documents.


FAQs

Am I notified when new staff are added?

When a new Admin profile is added or existing permissions are updated, brightwheel sends an automatic email to all Admins. Managers won't receive updates on new Admins. This notice ensures immediate visibility on Admin additions and updates, aiding in quick identification.

If an unexpected or known administrator role is added, promptly contact brightwheel Support for investigation and assistance.

Can I send an invitation to all my uninvited staff at once?

To bulk invite multiple staff who haven't signed-up, click Invite at the top of the Staff List, then Invite unregistered staff.

Why can't I add a teacher or staff?

If there's an error adding a staff member's email, it might be because they already have a brightwheel account linked to another program or inadvertently created a school before joining yours.

To fix this, advise the staff member to reach out to brightwheel Support and request an account deactivation. After we help them with this, their email address will be free to use and can be added successfully to your program's account.

If you can't add staff because the email belongs to a parent account they must maintain, please review our Using brightwheel as a Student Contact and Staff Member for options on setting up two accounts.

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