Table of Contents

Adding and removing counselors and other staff to Scoir

Please Note: Counselors and Staff can only be added by someone with the Account Administrator Role.​

Add a single faculty member

  1. Go to More > Users.
  1. From the Users page, click Add New User.
  2. In the dialog box, fill out the required details for the faculty member (e.g., name, email, etc.). Once all required fields are completed, click Continue to proceed.
  3. Choose the roles and permissions for this user. To enable a role or permission, turn the toggle switch ON.
    For a detailed explanation of each role, click the downward arrow next to the role to expand its description or refer to the guide Understanding and asigning user roles.
  4. (Optional) If your school has already enabled the Documents functionality, you'll be able to invite the staff member or teacher to register by checking the Send email invite immediately? box

  1. Click Done to finish adding the new user.
If your school does not yet have the Documents functionality enabled, you can create the staff member or teacher account but you will not be able to invite the staff member or teacher to register until Documents in enabled. You can request to enable this feature at the top of the Account Settings page.  

Bulk importing faculty members

  1. Download the attached CSV template file found here: scoir-import-users-template.csv or export a teacher/counselor list from your SIS (Student Information System)
    1. Please be mindful of the formatting requirements for each data field and be sure not to overwrite or change the field names (i.e. column headers). Capitalization and underscores matter and should match exactly.
  2. Copy the relevant teacher data into the appropriate corresponding columns of the template, and save as a .csv OR, use your SIS faculty file that you downloaded. Be sure to include the required fields (first_name, last_name, email)
  3. From your Scoir account, go to More > Data Management
  4. Find the Staff section, and click Upload new file
Upload staff file

  1. Select the CSV file containing your faculty list and click Continue
  2. Map the User Data that is provided in your file to the corresponding field in Scoir. Once all required fields are mapped, click Continue to complete the upload

 For help resolving errors, see our guide on Understanding error messages.

Bulk import walkthrough

Editing and deleting faculty members

  1. From your Scoir account, go to More > Users
  2. From the Users, page use the Edit, Roles, and Delete buttons to the right of each faculty member to make necessary changes or deletion. If your school is utilizing Clever or ClassLink to auto-roster your staff, you will not see all of these options. Delete is not an option unless the user is no longer found in Clever or ClassLink.
Depending on your display settings, these options may be hidden to the right and you may need to scroll down and over to view this section. Please take caution in deletion, this is permanent.
 Important Considerations When Editing or Deleting Faculty
Before editing or removing counselors or teachers in Scoir, keep these important notes in mind:

• You can’t remove a counselor who is assigned to any current year students. You must reassign their students to another counselor first.

• If a teacher has outstanding letter of recommendation requests, deleting them will automatically cancel those requests.

•If a teacher has completed LORs for current students, but still needs to be removed, you should remove their roles to make them inactive. After rollover, you can safely delete them.

• A teacher’s email address cannot be edited once it’s been registered. To update it, add the teacher again using the new email and send them a fresh invitation to Scoir.

How did we do?

Users page overview

Inviting faculty and staff

Contact