Need Additional Users Adding?

Please email support@educationcompanion.com or india@educationcompanion.com with the user name, email address and access level they require. We will then set up the user and send login instructions

Inviting Users

Admin users have the ability to invite new users to the system following the steps below.

The user(s) will then receive an invitation email to their inbox.

Admin - Full access to the system, including the ability to view, create, edit, and manage all cases, tasks, and any associated information stored within the Companion system. Admin users have complete visibility within the reports area and full oversight of policies and case stage settings. If required, an Admin’s access to specific cases can be restricted by another Admin.
Member - Restricted access limited to the specific cases and tasks to which they are directly assigned. They can view and manage only their assigned work. If assigned to a task within a case, they will have visibility into the entire case and all related information needed to complete that task, but they will not have access to unrelated cases or data. Members also do not have access to the inbox, reports, or case stage settings.

To view the users currently in your Companion system, click your school name in the top left-hand corner and select Members. From here, you can see the full list of users.
To amend a user’s permissions, click the dropdown next to their current permission level and select the appropriate option.
To remove a user, click the three dots next to their name and select Remove member.