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For Counselors: Adding & Filtering Parents/Guardians in Scoir

Counselors have the ability to add parents to any of their student records in Scoir, or to import a parent file in bulk to Scoir. This article reviews how to add a parent to a student record and invite that parent, as well as how to filter parents in the roster. Please see the help section for the bulk add.

Adding Parents to Scoir

When adding a parent to a student record, a few fields are required

  1. Parent/guardian first name
  2. Parent/guardian last name
  3. Parent/guardian email
    This must be a unique email, not one that is already taken/used by another parent in your high school.

There are two ways to add parents — via the student record or by navigating to the Students tab and clicking on Parents.


To add directly in the student record, search for the student and go to the personal details on the student's profile.

Navigate to the Parents section.

 

Click + Invite Parent.  If your parent is already in Scoir, you can connect them to this student or you can Add a new Parent.


Complete the required information.

And Save or Save & Invite! Notice while on the parent's profile, their students name appears at the bottom right-hand side as a 'connected' student! 

This same process can be performed by navigating to the Students tab and clicking on the Parents tab.

Click Add Parent on the right-hand side.

The only difference when adding a parent from the main parent tab is that the student must be entered at the bottom to connect with the parent.

 

students, parents, explore

Filtering Parents in the Roster  

Access the Parent Roster by going to Students > Parents. Expand the Filters on the left side.

From there, you can filter by Class Years, Registration Status, Roster Status, Last Login, and Students.

The Roster Status filter gives you two options: 'Rostered' and 'Pending.'

When filtering by 'Rostered', you’ll see parents/guardians who have been added to the Parent Roster by a counselor or sent an invite to link to the high school after a pending review of a student invite.

The 'Pending' filter shows parents/guardians who have been invited to Scoir, but are not yet linked to the high school. Counselors can choose to send an invite to invite them to the high school, or ignore.

Please note: only parents linked to the high school in Scoir will receive surveys and email communications created by the high school in Scoir.

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