What is the Parent directory?

The Parent directory allows you to view and manage existing accounts for parents and carers at your school, including updating personal details, managing their student relationships, and sending password links.

📝 Please note: If your school's MIS is automatically syncing with Satchel One, parents are not included in the import. Therefore, they won't appear in the Parent directory until they have voluntarily created their account using a parent code.

View Parent directory

🔒 The actions within this section are controlled by the Parent directory permission.

To access the directory, go to Tools → Parents & contacts → Parent directory.

By default the directory is set to show the parents with students currently on-roll. Parents are contacts that specifically have Parental responsibility for a student at the school.

For other contacts, navigate to the Contact directory instead.

In the Parent directory, each row represents an individual parent, and the following column headings are visible across the top:

Parent name
Email
Students (linked to parent)
Last activity
Site access
Actions (View/Delete)

You can sort the data by clicking on any of the column headings. For example, to see all the parents in order of when they last logged in, click the Last activity column heading.

Customise columns

You can also bring more columns into the Parent directory display. Just click 'Columns' on the top right-hand side and add/remove as needed to display the relevant information.

Your preferences are saved to your account, so you won’t need to reselect them next time. To reset to the default selection, click the X.

Since data can be exported, these options also allow you to build a custom parent report.

Filter parents

Use the search bar to locate parents or carers by name. You can choose to filter for parents/carers who are:

Current - Have students currently on-roll
Former - Have students who have left the school

For more filtering options, click More Filters, where you can refine results by:

Site access: Not invited, Have site access, Disabled
Year groups
Registration groups
Priority

Click View on any contact to access their full profile.

Actions

You can select one or multiple parents on the Parent directory and apply changes in bulk:

Select all parents on the current page
Click the link to expand the selection to all parents matching your filters
Clear the selection

With relevant parents selected, click 'Actions' on the top left-hand side to apply a change. Available actions include:

Send password link - Invite new parents or help existing users recover passwords. It can be used alongside the Site access and Priority filters to target specific groups.
Export - Generate a spreadsheet showing all selected parents and currently visible columns
Send email - Contact parents via email (for schools using our Messaging app)
Send SMS - Contact parents via SMS using a 3rd party integration (for schools using our Messaging app)
Enable access - Re-enable site access for selected parents
Disable access - Block site access for selected parents

Create parents

ℹ️ If your school's MIS is automatically syncing with Satchel One, the guidance in this section does not apply. Your parents must voluntarily create their account using a parent code.

To create a new parent, click 'Create' on the top right-hand side. Fill out all the relevant personal details:

Title (Mr / Mrs / Ms / Mx / Prof)
Legal forename
Legal surname
Preferred forename
Preferred surname
Email
Mobile phone
Home phone

Then link the parent to a student using the dropdown selector. Select their:

Relationship (Mother / Father / Step Father / Step Mother / Other family member)
Priority (1-9)
Parental responsibility (yes/no)
Court order (yes/no)
Lives with pupil (yes/no)

Click 'Done'.

If you need to link another student to the parent, repeat the above steps. Then click 'Save'.

Access legacy ‘Manage Users’ (TEMPORARY)

A banner on the parent directory page allows you return to the legacy ‘Manage Users’ area; some features have not yet been transitioned to the new version of Satchel One so you may wish to access them this way. Using the legacy site allows you to:

Generate individual login PDF slips
Find student PINs / Parent Codes via the 🔒 icon
Generate login details (PINs / Parent Codes) en masse via Admin → Login Details

These features will soon be available in the new version of Satchel One, at which point access to ‘Manage Users’ will be removed.

FAQ

Question	Answer
A parent exists on our MIS but is not showing in the Parent Directory. Why?	Unlike staff and students, parent accounts are not created automatically based on the MIS sync. Parents must instead create their account voluntarily using a parent code. The Parent Directory only shows parents with an existing Satchel One account - so if a parent is missing, it means they haven't created their account yet.
How do I get a list of parents who haven't created their account yet?	Parents who have not created their account do not exist on Satchel One, so what you're actually looking for is a list of students with no parent attached. Go to the Student Directory, then click Columns on the top right-hand side and select 'Parent/carer 1 name'. This column will now show in your dataset. If a parent account has been created, you'll see their name in this column where the row containing the student intersects. If the column is blank, it means no parent account has been created and linked to the student.
Where do I find parent codes?	Parent codes are currently only accessible via the legacy version of Satchel One. For instructions on finding and distributing parent codes, follow the instructions in Generate / distribute login information.
Why do many of our parents have the honorific title Mx?	When parents create their account via the mobile app, they are not required to select an honorific title (Mr, Mrs etc). If they don't select one, they are assigned the default title of Mx. This can changed by the user themselves at any time on the mobile app.