Table of Contents

For Counselors: Using the Parent Roster

The Parent Roster in Scoir provides counselors with a streamlined way to manage and track parents associated with students. This guide will walk you through the key functions of the Parent Roster, including how to add and invite parents, filter the roster, and view student associations, ensuring you have full control over managing parent information.

Adding parents

You can add parents directly from the parent roster or a student's profile. We'll walkthrough both options below.

If you prefer to add parents to student records in bulk, check out this article: Bulk Add/Update Parent Data.

From the Parent Roster

  1. Go to Students > Parents
  2. Click +Add Parent
Adding a parent from the parent roster
  1. Enter the parent's information, ensuring the email is unique and not already used by another parent in your school
  2. Click Save if you're not ready to send an invite yet, or Invite to send the invitation immediately
Please note: Only parents linked to the high school in Scoir will receive surveys and email communications created by the high school in Scoir. Check if the parent is marked as Registered in Scoir on the Counselor Portal. If not, they're not linked to your school and need to be invited. Any status other than Registered indicates the parent is not linked to the school.

From a student's profile:

  1. Navigate to a student's profile
  2. In the Personal Details section, locate the "Parents" section and click +Invite a Parent
Invite parent from student profile
  1. In the dialog box, search for the parent's name if they are already in Scoir to connect them to the student. Otherwise, click Add a New Parent
  2. Enter the parent's information. Note: The parent email must be unique and cannot be used by another parent in your school
  3. Click Save if you're not ready to send an invite yet, or Invite to send the invitation immediately

Adding, removing, and reordering columns

You can tailor the information displayed in the Parent Roster by adding, removing, and adjusting columns. Follow these steps to manage the roster view. Customize the information displayed on the parent roster by adding or removing columns.

Adding columns

  1. Go to the parent roster and click Columns above the roster. A column management menu will appear
  2. Determine the columns you’d like to display and click Add. Alternatively, click Add All at the bottom of the menu to include all available columns.
Adding columns to parent roster from menu

Removing columns

  1. Go to the parent roster and click Columns. A column management menu will appear
  2. Determine the columns you want to remove and click Remove. Alternatively, click Remove All to hide all columns
Remove columns to parent roster from menu

You can also remove columns directly from the roster by clicking the three-dot icon next to the column header and selecting Remove.

Reordering columns

You can adjust the order of columns in two ways:

1. Drag and Drop: Directly drag and drop columns in the Parent Roster to rearrange them

2. Column Management Menu: Click Columns above the roster. In the column management menu, drag and drop the columns on the right side to reorder them. Click Done to save your changes

Reorder columns on parent roster from column management menu

Pinning columns

Pin columns to keep them visible and locked, ensuring key information remains in view while you scroll horizontally. See instruction on how to pin columns here.

Filtering parents in the roster

Give our enhanced filtering a try! Open the filter menu, click Opt-In in the purple banner, and enjoy neatly organized filters in collapsible sections across your Student Roster, Parent Roster, and Colleges. Explore the structure and definitions below to see how each filter works.

The Parent Roster can be filtered to help you manage parent information efficiently

  1. Access the Parent Roster by navigating to Students > Parents
  2. Click on Filters to view available options
  3. Use the filters to refine your search
Open to see standard filter order and descriptions

Class Years - Enter a class year or range to view parents with students in those graduating years

Registration Status - Filter parents based on whether they’ve registered, meaning they’ve created a Scoir account

Roster Status - The Roster Status filter gives you two options: Rostered and Pending. "Rostered" shows parents 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.
"Pending" shows parents added by their students but not yet reviewed, invited, or added by the school. They cannot view school-specific details related to their student. Counselors can choose to send an invite to invite them to the high school, or ignore

Students - Filter by parents that have no students
Using the new filter experience? Open to see the updated order and descriptions
Opting into enhanced filtering introduces a new, organized layout with filters grouped into collapsible sections. You'll also see a count of the filters you've applied. Some filters work a little differently—check out their descriptions below to learn more.

Class Years - Enter a class year or range to view parents with students in those graduating years

Parent Details

Filter by parents that have no students

Registration Details

◦ Status - Filter for parents based on registration status, meaning they’ve created a Scoir account. You can also filter by roster status. The Roster Status filter gives you two options: Rostered and Pending. "Rostered" shows parents 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.
"Pending" shows parents added by their students but not yet reviewed, invited, or added by the school. They cannot view school-specific details related to their student. Counselors can choose to send an invite to invite them to the high school, or ignore
◦ Last Login - Choose specific dates to see parents based on their most recent Scoir login

Exporting parent roster data

To download a copy of your Parent Roster data:

  1. Go to Students > Parents to access the parent roster
  2. Click Export to download a CSV file that contains all columns from the Parent Roster

The exported file includes Student IDs, allowing you to easily re-import parent information if needed.

Viewing students associated with parents

The Children column in the Parent Roster displays the names of students associated with each parent. Clicking on a student's name will take you directly to their profile in Scoir. If a parent has multiple children, their avatars will be displayed instead of their full names.

You can also filter the Parent Roster by Class Year to view only the students within specific class year ranges.

Other actions counselors can take from parent roster

Select one or more parents from the roster to take the following options:

How did we do?

For Counselors: Why can’t parents access surveys, scattergrams, forms, or other school data?

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