Invite people

The Portal invites panel is how you provision the people who run an Organization: teachers, teaching assistants, observers, mentors, and fellow administrators. Issuing an invite emails the person a link and, at the same moment, applies their role — so when they accept and set a password, they arrive already able to do their job.

Because identity in emergent is durable, an invite provisions a Person: a lasting identity the role is granted to, independent of the account they eventually sign in with.

Before you start

You need an admin role. To invite an Organization-scoped role you must select the active Organization first. Only a platform administrator can invite another platform administrator.

The roles you can invite

The Invite role you choose decides what the person can do:

• Teacher — runs an Offering: builds its content and follows learner progress.
• Teaching assistant — supports a teacher within an Offering.
• Observer — has visibility into an Offering without teaching in it.
• Mentor — a supporting role attached to an Offering.
• Organization admin — administers the Organization itself, including inviting others.
• Platform admin — has platform-wide authority (available only when you are a platform administrator).

Who this panel is for

Portal invites provision staff and administrators, not learners. There is no learner role in this panel; learners reach their Offerings through the learner-facing paths, not through admin invites.

Choose the scope of the invite

Teacher, teaching assistant, observer, and mentor roles can be granted at one of two scopes, chosen with the Access scope control:

• Organization-scoped — the role applies across the selected Organization.
• Offering-scoped — the role applies to a single Offering only. The invite confirms the person has offering-limited access.

Organization admin invites are always Organization-scoped; platform admin invites are always platform-wide.

Send an invite

1. In the Portal invites panel, enter the person’s Email (required). Add a Display name if you have one — it is optional.

2. Choose the Invite role.

3. If the role supports it, set the Access scope to Organization-scoped or Offering-scoped.

4. Confirm the Organization. If you selected an active Organization it is already chosen; as a platform administrator you can also paste an Organization’s identifier directly.

5. For an Offering-scoped invite, choose the Offering (or, as a platform administrator, paste an Offering’s identifier).

6. Check the Resolved invite scope — a read-only summary of exactly where the role will apply — then choose Send invite.

You know it worked when the panel confirms “<email> has been invited as <role>”, with “with offering-limited access” added for an Offering-scoped invite. The email and any Offering and scope fields clear, ready for the next person.

What the invited person does

The person receives an invitation email. Following its link takes them to a Set a new password screen; once they choose a password they are signed in, with the role you granted already in place — no further step is needed from you.