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Posted May 31, 2022
Closing the School Year Review Users
User
s that are incorrectly set up need to be corrected.
“
Staff
associated with multiple users” -
Staff
records should only be associated with a single user. The resolution depends on why there are multiple users. If one of the users is a “parent” user, then this user should be removed and the remaining user used as both a staff and parent user. If there is a duplicate staff user, disassociate the teacher from the user in the user profile.
Note
: Be careful when deciding to remove a
Staff
user as it may be associated with
DAT
queries or filters.
“Students associated with multiple users” - Students should only be associated with a single user. Choose which student user to retain and remove the other users for the student.
Parents associated with multiple users - Parents should only have a single user each. First, make sure the
Household Indicator
is correctly specified for the users. If there are still duplicates for a particular household and indicator, remove the duplicate users.
Note
: If the Parent is also a
Staff
, retain the staff user.
“Parent users with no indicator” - Make sure to specify the Household Indicator for users associated with households.
“
User
associated with Students and Household/
Staff
users” - Student users should not be associated with their parent households. Household users should not be associated with student records unless the student has a relationship of “Self” with the household. Self households occur for schools where the student applies and submits contracts instead of their parent performing those steps.
Note
: Students who are alumni should receive a new user associated with their new household record. Students typically have users with emails provided by the school. After the student graduates, they need a household user based around their personal email address information.
See also
User Profile
Staff User
Staff
User
DAT
Platform
Student Information (SIS)
Finance & Operations (ERP)
Admissions & Advancement (CRM)
Intelligence
AI - Human in the Loop
Portals
Solutions
K-12
Higher Education
Performing Arts
Health Sciences
International Schools
Religious and Parochial
Camps and Auxiliary
Customers
Resources
vs Veracross
vs Blackbaud
vs Ellucian
SIS vs ERP vs CRM
State of School Operations 2026
Insights
Company
About
Careers
Press
Contact