Create Guardians and Manage the Directory

Create, edit, deactivate, or bulk import guardian records from the people directory.

For School administrators. Updated 2026-08-01.

Overview

Guardian records support parent communication and student relationships. Add a guardian individually with identity and contact details, or import a list by CSV with firstName, lastName, email, and phone columns; imported rows are validated first in a preview step before committing. Deactivating a guardian toggles their status rather than deleting the record.

Steps

  1. Open Parents & Guardians
  2. Select New Guardian and complete the form, or select Import to use a CSV
  3. For CSV import, download the sample, fill it in, preview, then commit
  4. Edit a guardian's details or deactivate their record from the directory

Common problems

An imported row fails with a duplicate email error

That email already belongs to a user in the school; use a unique email or update the existing guardian instead.

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