August Schools, Inc

Setting up alerts for non-compliant requirements

Guidance on how to use the Requirements feature set

Requirements Feature Set

How to Create, Manage, and Use Requirement Sets

Additional Guidance on Requirement Rules When Creating or Updating Requirement Sets

Guidance on how to set up Requirements for other users

Requirements For Managers and SysAdmins

How to View and Use Requirement Sets as a User

Requirements for All Users

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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