Scope

Steps on how to setup a Managed Service Provider account in Assembly Platform.

Instructions

1. You will receive an invite email from Assembly asking you to join your MSP account. The link in the email will take you to the sign up page. 


2. Ensure that you have consulted and accepted the terms of service, then click Sign up.
3. 
Login to your Assembly Platform account.
4. 
Click Add School to invite schools to join your account.


5. Find the school by name, local authority, or postcode. Assign an MIS to the school from the drop-down list and click Continue.


6. Repeat the process to add more schools.
7. 
You will see the schools appear on the Schools tab. You can click on their profile to complete the setup for each individual school. Read the relevant setup guide:

8. If a school is already registered on the Platform, you can add them to your MSP with the same steps. An email will be sent to the school’s Assembly lead – they must click the link to confirm the link with your MSP.
9. 
To add additional users to your MSP, click on the Users tab from the left panel. 


10. Click Invite User from the top right.


11. Enter the user’s work/school email address > Send Invitation.


12. They will then be sent an invite email with link to sign up to your MSP.

13. Repeat the process to invite more users to your MSP.