Team Management
The Team settings let you manage who has access to Conductly and what they can do. You can add admins, instructors, and other team members, and control their permissions through role assignment.
To access team settings, go to Settings > Team from the sidebar.
Roles Managed in Team Management
The Team Management page is for managing your school's staff roles:
| Role | Description |
|---|---|
| Owner | Full access to everything, including billing and subscription management. A school can have multiple Owners — they share equal authority. |
| Admin | Full access to all school management features (students, billing, scheduling, settings). Cannot manage the Conductly subscription. |
| Instructor | Read access to students, guardians, and groups, plus their own schedule. Cannot access billing, settings, or admin features. |
The Owner role is automatically assigned to the person who created the Conductly account. A school must have at least one Owner at all times. You can designate multiple Owners if your school is jointly managed — for example, by business partners or family co-owners.
Conductly also has two additional roles that are not managed through Team Management because they're created as part of family enrollment workflows:
- Student — Created when you add a student (Families → Students)
- Guardian — Created when you add a guardian (Families → Guardians)
See the Roles & Permissions documentation for a full description of all five roles and their permissions.
Adding a Team Member
- Go to Settings > Team.
- Click Add Team Member.
- Fill in the required details:
- First Name and Last Name
- Email Address -- This will be their login email. An invitation will be sent to this address.
- Role -- Select Owner, Admin, or Instructor.
- Click Save to send the invitation.
The new team member will receive an email with instructions to set up their password and log in.
If you are adding someone who will teach lessons, assign them the Instructor role. You can always give them additional admin access later if needed.
Editing Team Member Details
- Go to Settings > Team.
- Find the team member in the list and click on their name or the edit action.
- Update their details as needed.
- Save your changes.
Changing a Team Member's Role
To change someone's role (for example, promoting an instructor to admin):
- Go to Settings > Team.
- Find the team member and click to edit.
- Update their role assignment.
- Save the changes.
The team member's access level will update immediately the next time they load a page.
Managing the Instructor Role
Some team members need both admin and instructor access. Conductly lets you add or remove the instructor role separately:
- Adding the instructor role -- This creates an instructor profile for the team member so they can be assigned to courses and appear on the calendar.
- Removing the instructor role -- This removes their instructor profile but keeps their admin access intact.
Removing the instructor role does not delete the team member's account. It only removes their ability to be assigned as an instructor for courses and lessons.
Removing a Team Member
To remove someone from your Conductly account:
- Go to Settings > Team.
- Find the team member you want to remove.
- Click the remove or delete action.
- Confirm the removal.
Removing a team member revokes their access to Conductly immediately. If they are an instructor with upcoming lessons on the calendar, you will need to reassign those lessons to another instructor.
Best Practices
- Use the least privilege needed. Give team members only the access they need. Instructors who do not need to see billing or student contact details should stay in the Instructor role.
- Keep the team list current. Remove team members who are no longer with your school to keep your account secure.
- Use real email addresses. Each team member should have their own unique email address for login. Sharing accounts makes it harder to track who did what.