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Use Directory to keep people and school resources accurate before they are used in classes, approvals, schedules, and integrations.

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People records

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Facilities and resources

Add buildings, floors, rooms, and resources before creating class schedules. Schedules can reference these resources so conflicts are easier to catch.
1

Add users

Invite staff and create student or family accounts when needed.
2

Assign roles

Give users the role they need for their work. Avoid duplicate accounts for the same person.
3

Complete profiles

Add employee or student numbers, contact details, designations, and linked records.
4

Add facilities

Create buildings, floors, rooms, and other resources used in schedules.
If a person is both a teacher and a parent, keep one account and assign both relationships. This keeps audit history and notifications tied to one identity.