Accounts
An account is a person who can sign in. It is not a student, not an instructor profile, and not a household. Those are separate records you link when you need them.
That split is useful:
- A parent login can pay and register without being a teacher.
- A teacher can take attendance without being billed for anyone.
- The same person can be both: a front-desk parent who also teaches, or an owner whose own kids take class.
Billing, saved cards, and auto-pay live on the account. Students live on the household. See households vs accounts for the day-to-day billing side.
Where to Work
Open Setup, then Accounts.
Three tabs:
| Tab | Who is listed | What it is for |
|---|---|---|
| Organization Accounts | Anyone with a role, plus the Organization Owner | Staff who use the admin portal |
| All Accounts | Logins with no role (typical parents) | Family portal users, imported placeholders, instructor invites that do not have a role yet |
| Roles | The permission sets you assign | See Roles |
Click a row to open that person’s account page. Search works on the tables.
Assigning a role moves someone from All Accounts to Organization Accounts. Removing the role moves them back. The login is the same person either way.
Organization Owner
The person who created the studio is the Organization Owner (star icon). They have every permission, even without a role. You cannot replace that by assigning Admin to someone else — Admin is close, but the owner is always fully trusted.
You cannot delete your own account.
Creating a Staff Account
From Organization Accounts (or All Accounts), click Add Account.
| Field | Details |
|---|---|
| First name / Last name | How they appear in the studio |
| Their login. Must be unique. | |
| Initial Password | They can change this later. Reset Password also signs them out everywhere. |
| Role | Optional on the form, but they cannot use the admin portal until they have a role (owner excepted). |
Click Create new account.
Give teachers the Instructor role (or a custom one) and link them to an instructor. A role without the instructor link still opens admin, but “own classes” permissions have nothing to attach to.
Parent and Placeholder Accounts
Most family logins are created when:
- A parent registers on the public site
- You Add Account on a household (invite by email)
- You import accounts (they start as not invited)
On All Accounts, Unlock / Invite appears when some of those people cannot sign in yet.
| Action | What it does |
|---|---|
| Unlock | Lets them claim the account themselves (for example when they register). No email. |
| Invite | Emails a link to claim the account and set a password. |
| Send Invite / Unlock on the account page | Same idea, for one person. |
Until they are invited or unlocked, the account is a placeholder. You will see Not invited yet on their account page.
Editing an Account
On the account page:
- Edit Details — name, email, phone
- Edit Role/Links — role, household, and instructor on one form (same as the row menu: Edit role, Link to instructor, Link to household)
- Reset Password — sets a new password and signs them out of every session immediately
The page also shows whether they have Admin Portal Access (a role), Organization Owner, or Standard Account.
Deleting an Account
On the list, open the row menu and choose Delete account. Confirm.
Do this only when the login should not exist. Detach a household or instructor link if you just need to disconnect them from a family or teacher record.
Related
- Roles — what a role actually unlocks
- Linking Instructors and Households — connecting a login to a teacher or a family
- Charges and Balances — accounts as the people you bill