Table of Contents

School Settings Overview

Welcome to Scoir! This guide is designed to help Account Administrators get started with setting up their school's account settings, documents, and templates. We'll give you an overview of each section, and for more detailed, step-by-step instructions, we'll include links to additional resources.

Only users with the Account Administrator role can change settings and configure documents. If you're not sure who that is, check with your team.

Accessing School Settings

To access your School Settings, navigate to More in the left-hand menu of your Scoir account, then select School Settings from the dropdown

The School Settings page is divided into three main sections, located on the left:

Let's take a closer look at the options available within each of these sections.

⚙️ Account Settings

Below is an overview of the settings you can customize to tailor Scoir to your school's needs:

Process Application Materials

Send application materials to our Scoir-connected schools. Learn more

School Account Setup

High School Email Address Domains

Configure email domains for automatic removal of student email addresses post graduations. Learn more

GPA Preferences

Adjust the GPA scale used in scattergrams. Learn more

School Photos

Use school photos instead of default avatars. Learn more

Documents

School Reports

Enable and configure Midyear and Final Reports for use with college applications.

Transcripts

Choose when to provide Midyear and Final Transcripts. Learn more

FERPA Release & Waiver Forms

Collect and configure FERPA Releases and Waivers. Learn more

Letters of Recommendation

Manage student recommendation requests, counselor approvals, and teacher access to student profiles. Learn more

Student Permissions

Test Scores & GPA Permissions

Allow or restrict students from self-reporting test scores and GPAs. Learn more

Intelligent Match & Acceptance Likelihood

Intelligent Match

When enabled, Intelligent Match automatically determines and assigns Acceptance Likelihoods (e.g., Far Reach, Likely) to colleges based on student data and your school's defined ranges. Learn more

Acceptance Likelihood Visibility

Determine when students and parents see the acceptance likelihood for their colleges. Learn more

Acceptance Likelihood Permissions

Restrict or allow counselors and students from assigning acceptance likelihood values to colleges. Learn more

Acceptance Likelihood Range

Edit the default ranges for each likelihood value (e.g., 0–10% for Far Reach). These ranges define how Predictive Chances are translated to Acceptance Likelihood levels, ensuring they align with your school's criteria. Learn more

Acceptance Likelihood Labels

Swap out default terms (e.g., “Far Reach,” “Reach”) with terms that align with your school’s communication style. Learn more

Balanced Lists

Balanced List Visibility

Set when balanced list scores are visible to student and parents. Learn more

Balanced List Scoring

Set if/when balanced lists evaluate only Applying and Applied colleges; otherwise, scores will consider colleges marked as Following, Applying, and Applied. Learn more

Balanced List Minimums

Customize the minimum required numbers of likely, level, and reach colleges for balanced lists, overriding Scoir's default values. Learn more

Predictive Chances & Scattergrams

Predictive Chances and Scattergram Display

Determine if and when Predictive Chances and Scattergrams are displayed to students and parents. Learn more

Scattergram Display Settings

Control how scattergram data is displayed, who has access, and adjust hook data settings. Learn more

Custom Selectivity Labels

Customize the selectivity levels of colleges to better reflect their admission criteria, ensuring they align with your school's standards. Learn more

Applications

When enabled, students must receive counselor acknowledgment before an application is moved to the "Applied" list. Learn more

Communications & Calendar

Communications

Send Scoir messages and notifications to student and parent emails.

Calendar

Sync Scoir visits with external calendars, and link your Google or Microsoft calendar. Learn more

📄 Documents & Templates

This section allows you to view and edit all of your school's documents in one central place. Remember, You can access it anytime from the left-hand menu on the School Settings page. Below is a brief overview of each document:

School Profile

View or upload a new school profile document (PDF format only).

Letter of Recommendation

Create or modify a Letter of Recommendation template for your staff to use. Templates are built directly within Scoir under these settings and cannot be uploaded from external sources. Learn more

Student Invite by URL

Invite students to Scoir using a shareable URL. To prevent duplicate accounts, we recommend this approach only if student emails are not already in Scoir. Learn more

FERPA Release & Waiver

View or configure your FERPA Release/Waiver. Learn more

School Reports Template

View or configure your Secondary School Report, Midyear Report, and Final Report. This is configured here in these settings directly in Scoir and cannot be uploaded. Be sure to complete all 3 pages and to click Save at the end for these changes to be updated.

Please note: The sample you see is just a sample and will not reflect the specifics to your school. This does not create a school report for each student, it is only setting the guidelines for your school reports overall.
After configuring your school report template settings, school reports must be created for students by a counselor individually in their Manage Documents tab on their profile. Once completed here, you will see then see proper specifics and numbers reflected that you set for your school.

☑️ Custom Properties

Custom Properties are extra fields you create to store specific details about your students and school in Scoir. Think of them like extra boxes where you can put information that Scoir doesn't have by default. For example, you might want to track things like which summer programs students attend, their military branch, or how many honors courses they've taken. If Scoir doesn't have a spot for that info, you can make one! Learn more

What can you do with Custom Properties?

Once you create Custom Properties, you can:

  • Organize them into groups to keep things organized.
  • Use them to filter your data, so you can easily find the students you're looking for.
  • Export the data in these custom fields.
  • And more!

Important Reminders

  • You must be an Account Administrator to make these changes.
  • To access the settings described above, go to More > School Settings.

How did we do?

Enable application materials (Documents)

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