Set up an institution
Create a self-service workspace, buy worksheet seats, assign the first members, and verify access.
- Who this is for
- The adult who will become the first institution administrator
- Before you begin
- A signed-in account with a verified corporate or institution email address
- Authority to create the workspace and arrange payment
1. Create the workspace
- Open the institution creation page while signed in.
- Enter the institution's recognizable name and submit it.
- The new organization becomes active and you become its administrator.
2. Add worksheet seats
- Open Institution and locate the Institution Standard seat card.
- Choose between 1 and 500 seats and start checkout.
- Complete checkout with Paddle and return to the institution page.
- Confirm the active-plan badge and purchased seat count appear before inviting educators.
3. Invite and assign members
- Use the organization profile on the Institution page to invite a member.
- Assign Administrator only to people who manage the workspace, Educator to worksheet creators, or Developer to API-only integrators.
- Ask the invitee to accept, select the organization, and verify the page appropriate to the role.
4. Complete the setup check
- At least two current admins are recommended for continuity.
- The purchased seat count covers every seat-carrying member.
- A test educator can switch to the organization and open Worksheet.
- Developer members cannot open the worksheet builder unless they separately have personal access.
- The privacy and student-data guidance has been shared with all worksheet creators.
Success check
The institution is active, has enough seats, has appropriate admin continuity, and a test member can use only the capabilities assigned to their role.