Background

A student may be associated with any number of parents or guardians. In the TwineSIS, these people are identified as "Contacts." Names and phone numbers for all Contacts sync to Edsby, and will be visible to staff in places like the student Panorama.

For a parent or guardian to log in to Edsby, their Contact record must include a unique email address (not shared with any other parent, student or staff account) and have the correct permissions to access their student's records. Once a parent or guardian account has been synchronized to Edsby, you may trigger an invitation to join Edsby so they can activate their accounts and connect.

Video Overview

Adding Contact information to a student account

Adding Contact (parent or guardian) information is a three-step process:

1. Select the student account to edit.

2. Add a new or existing address to the student account.

3. Associate the contact with the student address.

Note: To prevent duplicating parent accounts, always add the address to the student account first.

Select the student account

Login to TwineSIS at https://sis.choosetwine.com/ using your TwineSIS administrator username and password.
Use the Main Menu to navigate to Students > Student Info.
Use the search window to locate the account that you want to edit. Click Submit to get a list of all students, or narrow your results by first inputting search criteria such as Last Name.
Select the student to edit from the search results.

Add an existing address

Use this method when the address is already in the database (usually because a sibling in the household is already enrolled at your school). To add an address not already in the database, skip to Add a new address.

Under the Addresses & Contacts tab, click Add an existing address.
To look for the existing address you will associate, you could either:
- Fill out partial information of the address in the search field to narrow down the list.
- Scroll down through the list of existing addresses.
Once you have selected the address, click Save.
Contacts at that address are added automatically added to the student, along with the previously used relationships and permissions.

Note: Be sure to verify the information and permissions are correct - make edits if required.
The Contacts you added will be updated to Edsby at the next Edsby sync, usually overnight.

Add a new address

Use this method when adding a student address that does not already exist in the database.

To record a new address, under the Addresses & Contacts tab, click Add a new address
Enter address details.
- Street (required)
- City, State, Postal Code, and/or Country (recommended)
Check or uncheck to mark the address as a Primary Residence and or Mailing Address. Click Save.
Continue to the next section to Add a new Contact at the address you just created.

Add a new Contact

Note : To prevent duplicating parent or guardian accounts, when the contact you are adding to the current student is already associated with another student at your school use the add existing contact link instead.

To add a new contact for a given address:
1. Click on the address
2. Verify you selected the correct address
3. Click Add a New Contact
Fill out contact information in the fields provided:
- First Name (Required)
- Last Name (Required)
- Relation (Recommended)
- Email (Required for Edsby access, must be unique from any other contact, student, or staff accounts.)
- All other (Optional)
Click Save.
The Contact you added will be updated to Edsby at the next Edsby sync, usually overnight.

Add an existing Contact

To add an existing contact for a given address:
1. Click on the address
2. Verify you selected the correct address
3. Click Add an Existing Contact
Select Contact name from the drop down list and click Save.
When adding existing contacts the previous Relation and Permissions settings are imported, verify information and edit if required. Click Save.
The Contact you added will be updated to Edsby at the next Edsby sync, usually overnight.