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
  2. From the Users page, click +Add New User
  3. In the dialog box, enter the faculty member's information, select whether they need to sign terms of service, and click Continue
  4. In the dialog box, choose which roles and permission this user will have access to. For a more detailed description of each role, click on the arrow to expand the role box or see Understanding and asigning user roles
  5. (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
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

 

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.
If you are attempting to remove a counselor, who is assigned to any 'current year students' you will need to reassign the students to another counselor before they can be removed from Scoir.

If a teacher’s email address is already registered, it’s locked and cannot be changed. To update the email, add the teacher with the new address and re-invite them to Scoir.
Depending on your display settings, this 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.

 

How-To Video

counselor, users

How did we do?

Users page overview

Inviting faculty and staff

Contact