User setup & roles

Users page overview

Overview of the Users page options - Viewing staff account rosters, inviting new staff users, assigning roles to user accounts, filtering accounts by their roles, and accessing the Counselor Assignment tool.

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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. Go to More > Users. From the Users page, click +Add New User. In the…

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Inviting faculty and staff

Inviting faculty and staff. From your Scoir account, go to More > Users. From the Users page, use the Filters by role button to narrow down the list users you'd like to invite. To invite all users, c…

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Understanding and assigning roles and permissions

Staff permissions in Scoir are managed through user roles. Each staff member can perform only the actions permitted by their assigned role. The various roles and their permissions are outlined in the…

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Inviting Students

Inviting students individually is easy and can be done from the Student Roster. Select the Students tab from the top-level navigation bar. ​ . ​​Click the student tile (white space) to select or de-s…

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Assigning counselors to students

Bulk Assignment. Once you've added information about your students and guidance staff, you can easily bulk assign students to counselors in Scoir by: Class year and alpha order Filtering from student…

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Inviting parents/guardians

Once parents have been imported to Scoir, it is easy to invite them to join! If a parent/guardian already has a Scoir account, they will not be invited to Scoir. The tile will reflect NOT INVITED bec…

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Informing your users

High school notification templates. Inform your Students - Notification Template for Students. Dear <<Student>>: We are pleased to announce that <<Demo High School>> is introducing a new college plan…

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