đĄ App Accounts vs. Dashboard Access: This article covers generating mobile app login accounts for families, students, or staff so they can sign into the Edlio Mobile App. In Edlio terminology, "Account creation" refers to mobile app user credentials, whereas "Dashboard access" refers to back-end administrative permissions (such as Teacher or Admin access to manage content, send mass communications, or configure settings). If you need to grant staff back-end administrative access to this dashboard, see Adding a New User (Dashboard & Staff Permissions).
đ Manual Account Creation & SIS Sync Considerations: Manual account creation and profile updates apply to schools using manual roster imports or those needing to manually manage specific roles (such as staff, community members, or volunteers) rather than pulling them from an automated sync. If your school uses an automated Student Information System (SIS) sync, manual edits can be overwritten during nightly sync runs. For large populations or automated rosters, we strongly recommend bulk uploading accounts using an XLSX spreadsheet rather than individual record creation, or utilizing Sync Protection to safeguard manual entries.
When schools import parent or student rosters from their Student Information System (SIS) or via CSV, individuals are initially added as person records without login credentials. To grant parents, students, or staff access to the Edlio Mobile App, administrators provision accounts through the Create Accounts workflow.
Understanding Person Records vs. App Accounts
Creating an account connects a login username and password credential to an existing person record. If an individual does not already have a person record, you can create the person and account simultaneously using the new people form, or import them in bulk via spreadsheet.
Provisioning App Accounts for Existing Records
From the main dashboard, navigate to People > Create Accounts to view the account generation interface:
To generate app accounts for your community members:
1. Create Accounts for New People (Optional): If the person does not yet exist in your directory, click the blue + Create Accounts for new People button at the top to manually add a new profile and app account simultaneously (see Creating New Accounts for the full multi-row walkthrough).
2. Filter Existing Records: Use the filter card to isolate the exact cohort needing app accounts:
Sites: Choose all campuses or a specific school building.
Identities: Select Parent, Student, Staff, Teacher, or Admin to target specific groups.
Departments / Grades: Filter by specific school grade levels or administrative departments.
Sync Status: Check Synced Person to focus exclusively on automated SIS rostered contacts.
3. Select People: In the generated table below:
Search for specific names or browse the filtered roster.
Select individual checkboxes next to people needing accounts, or use the top select-all checkbox.
Click Create Accounts at the bottom of the table to generate login credentials.
4. Send Welcome Invitations: Creating accounts provisions credentials but does not automatically notify users. Once accounts are created, navigate to People > Manage People or visit Send / Reset Invitations to dispatch email invitation links so users can set their passwords and log in.
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