--- title: Inviting Families to the Family Portal description: Step-by-step guide on inviting new and existing families to your Class Manager portal, including linking accounts and activating access. --- [Skip to content](https://guides.classmanager.com/inviting-families-to-the-family-portal#main-content) [![class-manager-logo](https://guides.classmanager.com/hs-fs/hubfs/class-manager-logo.png?width=320&height=48&name=class-manager-logo.png)](https://guides.classmanager.com/?hsLang=en) Open main navigation Close main navigation How can we help you? - There are no suggestions because the search field is empty. 1. [New Class Manager Knowledge Base](https://guides.classmanager.com/?hsLang=en) 2. [Members](https://guides.classmanager.com/members?hsLang=en) 3. [Families](https://guides.classmanager.com/members?hsLang=en#families) August 21, 2026 # Inviting Families to the Family Portal ## How to invite families, understand invitation statuses, and manage bulk invites. Families can join your company in a few different ways: - A staff member adds and invites them manually - They sign up themselves using your enrolment link. ℹ️ If a staff member adds a family and they later sign up themselves using a different email address, this can create duplicate accounts. To avoid this, always check whether the family already exists before inviting. 📝 Staff members with "Financial Assistant" permission level or higher can send invitations. --- ### How to Invite a Family There are three common scenarios: #### 1. Inviting a Brand New Family When creating a new family profile: 1. Add the family details as normal 2. Toggle on `Send invitation to sign up for Class Manager` 3. Save the profile The family will receive an email prompting them to: - Click `Activate Account` - Create a password - Complete their setup #### 2. Inviting an Existing Family in Your Account If the family profile already exists: 1. Go to `Members` **→** `Families` 2. Open the family’s profile 3. Click `Invite to Class Manager` They’ll receive an email to activate their account and create a password. #### 3. Inviting a Family Who Already Uses Class Manager with Another Company If the family already uses Class Manager with another company and you invite them using the same email address: - When they follow the invitation link, the system will recognise their email. - They’ll be prompted to enter their existing password. - Their existing account will then be linked to your company. The next time they log in, they’ll be asked which company account they’d like to access. --- ### Bulk Inviting Families You can invite multiple families at once - especially useful after importing families. #### Watch the video Watch the video below for a quick overview of bulk inviting families to Class Manager.   To bulk invite: 1. Go to `Members` **→** `Families` 2. Use the checkboxes to select specific families or select all 3. Click `Actions` 4. Select `Invite` #### After Sending Invitations You’ll see a summary showing: - How many emails were successfully sent - How many families already had active accounts (no email sent again) - Any families that could not be invited If a family doesn’t have an email address saved, you’ll see this message: > “The following famil(y/ies) ha(s/ve) a missing email address and so the invit(e/itations) could not be sent. Please add an email address and re-send the invite.” --- ### Invitation Link Expiration Invitation links will expire if: - You resend the invitation - 72 hours pass - The invitation is cancelled - The family is archived - The family is deleted If a link expires, simply resend the invitation. --- ### Understanding Invitation Statuses On the Families page, you’ll see icons that show the status of each invitation: - **Pending Invitation** - A black clock icon appears once an invitation has been sent (even if the link has expired). - **Account Activated** - A green checkmark icon shows when the family has an active account.   - [Getting started](https://guides.classmanager.com/getting-started?hsLang=en) - [Classes](https://guides.classmanager.com/classes?hsLang=en) - [Members](https://guides.classmanager.com/members?hsLang=en#main-content) - [Families](https://guides.classmanager.com/members?hsLang=en#families) - [Students](https://guides.classmanager.com/members?hsLang=en#students) - [Family Portal](https://guides.classmanager.com/family-portal?hsLang=en) - [Billing & Payments](https://guides.classmanager.com/billing-payments?hsLang=en) - [Staff](https://guides.classmanager.com/staff?hsLang=en) - [Messaging](https://guides.classmanager.com/messaging?hsLang=en) - [Skills Tracking](https://guides.classmanager.com/skills-tracking?hsLang=en) - [Reports](https://guides.classmanager.com/reports?hsLang=en) - [Account & Settings](https://guides.classmanager.com/account-settings?hsLang=en) [![](https://guides.classmanager.com/hs-fs/hubfs/class-manager-logo-1.png?width=262&height=40&name=class-manager-logo-1.png)](http://classmanager.io) [mailto:hello@classmanager.com](mailto:hello@classmanager.com) Copyright © 2026, Class Manager