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. Click Add to add them to your roster without sending an invitation for them to create their account, or click Add & Invite to add them to your roster and immediately send an invitation.
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. To link them, click Link to High School in their profile

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, ensuring the email is unique and not already used by another parent in your school. Click Save to add them to your roster without sending an invitation for them to create their account, or click Invite to add them to your roster and immediately send an invitation.

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. Or, 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'd like to remove and click Remove. Or, 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. From the 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 Details

Roster Status: This filter helps you determine if a parent has a record in your school's Scoir roster. It’s important to note that having a roster record doesn't mean the parent has created a Scoir account. Options for this filter include:

Active - Parents that the school added to their roster

Pending - Parents who were invited to Scoir by their student and need to be added to the school's roster in order to access all Scoir features (scattergrams, assignments, surveys)

Registration Status: This filter helps you determine if a parent has created a Scoir account. Options for this filter include:

Not Registered - The parent has not created an account.

Registered - The parent has successfully created an account.

Registered - Not Linked - The parent has a Scoir account but needs to be linked to your school to access all Scoir features


Students
Filter by parents that have no students

Last Login
Choose specific dates to see parents based on their most recent Scoir login
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 active students, meaning the students that have not created an account yet or are archived

Registration Details

Roster Status: This filter helps you determine if a parent has a record in your school's Scoir roster. It’s important to note that having a roster record doesn't mean the parent has created a Scoir account. Options for this filter include:

◦Active: Parents that the school added to their roster

◦ Pending: Parents who were invited to Scoir by their student and need to be added to the school's roster in order to access all Scoir features (scattergrams, assignments, surveys)

Registration Status: This filter helps you determine if a parent has created a Scoir account. Options for this filter include:

◦ Not Registered: The parent has not created an account.

◦ Registered: The parent has successfully created an account.

◦ Registered - Not Linked: The parent has a Scoir account but needs to be linked to your school to access all Scoir features

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.

Understanding parent statuses in Scoir

To help you see where parent accounts stand, understand their status, and determine next steps, you can use two key filters in the parent roster. These filters also make it easier to troubleshoot when parents have trouble accessing certain features in Scoir:

  1. Roster Status – This filter helps you determine if a parent has a record in your school's Scoir roster. It’s important to note that having a roster record doesn't mean the parent has created a Scoir account. Options for this filter include:
    1. Active:  Parents that the school added to their roster
    2. Pending: Parents who were invited to Scoir by their student and need to be added to the school's roster.
  2. Registration Status – This filter helps you determine if a parent has created a Scoir account. Options for this filter include:
    1. Not Registered: The parent has not created an account.
    2. Registered: The parent has successfully created an account.
    3. Registered - Not Linked: The parent has a Scoir account but needs to be linked to your school to access all features.

By using different combinations of these filters, you can track which parents have access, identify those who still need to register, and resolve any linking issues. And, you can add these as columns to your roster for easy tracking:

Here is a table outlining how each filter combination works and what actions you can take:

Roster Status

Registration Status

What this means

What to do

Pending

Registered - Not Linked

This means the parent does have a Scoir account because they were invited by their student. However, they are not yet on your school's roster, so they are currently unlinked and unable to access scattergrams, assignments, and other key features.

If you wish to add this parent to your roster and give full access to Scoir features, simply select them and click the “invite” icon on the parent roster or the “Link to High School” button on their profile.

Related resource: Why can't parents see Scattergrams, Surveys, and other Scoir features?

Active

Registered

The parent is fully linked with their student and your school.

No action needed from your or the parent! They’re all set.

Active

Registered - Not Linked

The parent is in your roster but hasn’t linked to their student yet. While they can be assigned tasks and forms, they must accept the link with their student the next time they log in to Scoir to access assignments.

No action needed—Scoir will prompt them to accept the link the next time they log in.

Active

Not Registered

The parent hasn’t accepted their Scoir invite to create their account.

If needed, you can resend the invite from the parent roster or from their profile.

Other actions counselors can take from parent roster

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

  • Email parent(s) - schedule and send emails to parent in Scoir
  • Invite parent(s) - Send invites for parents to register new Scoir accounts or link existing accounts to your school. Linking is required to grant them full access to school data and features (scattergrams, forms, assignments, etc)

How did we do?

Why can't parents see Scattergrams, Surveys, and other Scoir features?

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