Managing Student Parent Profiles with CoBro

This document provides a concise and clear set of instructions on how to transfer an existing parent profile from one student to another within the Compass system using CoBro's interface. Follow these steps to ensure the parent is correctly linked to the new student's profile.

Step 1

To add an existing parent from one student to another, begin by navigating to the student profiles. Locate the profile of the student to whom you wish to add the parent.

Step 2

Upon opening the student's profile, scroll down to the 'Parent' section and click on 'New'.

Step 3

If the parent is already in the Compass system, start typing their name. The system will prompt you to confirm if this is a new parent or an existing one.

Step 4

Hover over the existing parent option to view information about where this parent is currently linked. If this is the correct existing parent, proceed by selecting it.

Step 5

You can then proceed to add the appropriate relationship to the student's profile.

Step 6

Once all information has been entered, click 'Save'. The parent's information will now be linked to the new student.