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Manage People Overview

Overview of Manage People in the Edlio App dashboard: person records, account types, roles, search filters, and profile editing.

The Manage People dashboard is the central hub for managing student, parent, guardian, teacher, and administrator profiles in the Edlio Mobile App and Mass Communications dashboard. Here administrators can review contact details, inspect family reachability, filter across identity types, and manage individual account privileges.

💡 Understanding Person Records vs. App Accounts

A person record contains profile and directory information (name, email, phone, relationships, grade, SIS ID) imported via your school SIS or CSV roster. An app account represents active login credentials tied to that person record. Schools maintain complete student and family rosters as person records while provisioning login accounts only when parent or student access is required.

Navigating the Manage People interface

From the main dashboard, select People > Manage People to open the full directory table. The header bar allows you to switch view modes and filter across your entire user database:

Manage People dashboard showing table view modes, identity filter dropdowns, and advanced filters drawer

Key navigation controls include:

  • 1. Table View Modes: Toggle between Simple (essential names and contact channels) and Detailed (expanded columns including external SIS Source IDs, department metadata, and audit timestamps).

  • 2. Primary Dropdown Filters: Filter records instantly by Identity (Student, Parent, Staff, Teacher, Admin), Reachability (Email Reachable, Phone Reachable, App Registered), App Status, and User Source (SIS sync vs. manual import).

  • 3. Advanced Filters Drawer: Click the sliders icon on the far right to expand advanced filtering criteria, including sync source, school/campus affiliation, grade level, and tag segmentation.

Searching and row actions

The table toolbar provides quick search capabilities, bulk selection, and per-record management options:

Table actions showing search input bar, bulk selection checkboxes, and row action kebab menu

Common record workflows:

  • 1. Search: Enter a partial name, username, or email address in the search input box to instantly locate specific community members across all campuses.

  • 2. Bulk Selection: Check individual row checkboxes or click the top-left header checkbox to select multiple records simultaneously for bulk invitations, group assignment, or batch verification.

  • 3. Row Action Menu (Kebab): Click the three dots (...) on the far right of any row to open action options:

    • Edit Details: Update contact emails, phone numbers, or role titles.

    • Reset Password / Send Invitation: Dispatch password reset or account activation emails directly to the user.

    • View Family Page: Inspect linked student-parent relationships, emergency contacts, and shared communication channels.

    • Delete / Deactivate: Remove or disable accounts when a student or staff member departs.

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