Adding a New User

Our Quick How-To Tutorial

Quick Steps

1. Navigate to Settings (cog icon)

2. Select Manage Users

3. Click Create New User and add the details

4. Click Save

5. Scroll down to link the user to relevant Teams and set Permissions

6. Click Save

7. Click Send Welcome Email

Step-by-Step Guide

1. Create a New User

• From your Perspective Toolbar, click the Settings (cog icon).

• Select Manage Users.

• Click Create New User.

2. Enter User Details

You’ll be prompted to complete the user details form.

• Mandatory fields: The top three fields must be filled in.

• Email address: Must be unique. If it’s already in use, Perspective will block the creation. (See Email Already in Use Error below if this happens.)

• Code field: A custom value, often used for initials, that appears in certain reports and columns.

• Staff Category: Select a category to help identify staff across the system.
  Note: Staff Category is different from Local Authority roles used in the File Requests or Confidential File modules.

3. Set User Permissions

You can assign one or more of the following:

• Reviewer – Allows the user to act as a performance reviewer and be linked to other staff for review purposes.

• Moderator – Grants access to the entire performance management process. Includes assigning reviewers, changing review statuses, downloading reports, and viewing finalised development feedback.

• Resource – Keeps the user active in the system but removes login access. Useful for assigning tasks without giving full access.

4. Save and Activate the User

• Click Save User.

• To activate the account, click Send Welcome Email. The new user will receive an email with their username and an activation link.

Repeat the process to add additional users.

Local Authority User Requests

Your Local Authority can request admin accounts to be created on your behalf. This may happen if there's a school administrator responsible for school data that isn't appearing on Perspective yet. If this happens:

• The headteacher will receive an automatic email asking for approval.

• Once confirmed, our Support Team will create the account and notify the LA.

This ensures the right people have access to school data and reduces the admin load on headteachers.

Email Already in Use Error

If you see an “Email Already in Use” message, here are possible reasons and fixes:

Causes

• The email belongs to an archived user in your system.

• The user already has an account with another school using the same email.

• The email is in our database but not linked to any active account (e.g. previously deleted).

Fixes

1. Check archived users:

   • Go to Settings > Manage Users > View Archived Users.

   • Search for the email.

   • If found, click Reactivate to restore the user.

2. If not in your archive:

   • Create the user with a temporary/fake email (e.g. add a number: [e-mail]).

   • Save and assign roles as normal.

   • Email the Support Team with the correct email address so they can fix or merge the account.

Support contact: [e-mail]