Users and Family Relationships
User Management is where you create and maintain people who use the school application. Accounts, roles, student profiles, and family links serve different purposes and should be maintained separately.
Available now. Last reviewed: 15 August 2026.
Create an account
Add one person
- Open User Management and select Add User.
- Enter the person's name, email, username when used by your school, and a primary role.
- Add an additional role only when the same person will actively use both sets of tools.
- For students, complete only the profile fields the school needs. Health, identity, dietary, and family fields are sensitive.
- Save, then verify the account appears under the expected role filter.
Maintain accounts safely
- Use filters to locate accounts by role and status.
- Update profile details when the source record changes.
- Deactivate a departing user when the school needs to retain their history; reactivate only when appropriate.
- Use the family-link action to connect a parent or guardian to the correct student. Check both records carefully before saving.
- Export only the minimum necessary data and handle downloaded files as confidential school records.
Bulk import and export
The User Management import tool accepts spreadsheet templates for supported roles. System Settings also provides CSV import and export tools for student, teacher, and staff directories. Download the template from the same screen you will use, keep the required headers, review errors before confirming import, and test a small file first.
What happens next
Teachers need their accounts before they can be assigned to sections or subject allocations. Parents need a family link before they can see a child's information.