Providers: Add Team Members to Account

How to Add and Manage Team Members in Homeroom

Homeroom allows you to invite team members to help manage activities, access student information, and support your day-to-day operations—all from a single shared account.

Inviting a Team Member

To add a new team member:

1. Go to the Set Up tab in your Homeroom account.
2. Select Team, then click Add Team Member.
3. Enter their email address and click Send Invite.

An email invitation will be sent to your team member, prompting them to create a Homeroom account that connects to your organization.

Note: Team members must accept the invite and create their account using the invitation link. If they create an account separately, it will not be connected to your team, and access cannot be granted manually.

You can re-send the invitation if needed.

Choosing a Team Member Role

When inviting a team member, you'll assign them a role:

• Admin: Full access to all features, including reports, removing/refunding students, and Stripe account access. Admins can also remove other Admins and Members.
• Member: Limited access. Members cannot view financial reports, remove/refund students, or access Stripe. They also cannot remove other users.

Removing a Team Member

If a team member is no longer part of your organization, you can remove them at any time:

1. Go to the Team tab.
2. Click the trash can icon next to their name to revoke access.

Important: Only Admins can remove other Admins. Members cannot remove users from the account.