Linking SIS Accounts for Teachers and Students

Some teachers and students come into the platform from more than one SIS integration. For example, a student might be enrolled at both their home school and a career center that has its own SIS. SIS Accounts lets one person carry accounts from several integrations, so you have one record per person instead of duplicates.

How SIS Accounts work

Every teacher and student has a list of SIS Accounts. Each account adds that integration's classes and schools to the person. Each account has one of these statuses:

Automatic linking by email

When a teacher or student has the same email address in more than one integration, they're linked automatically during the sync. You don't need to do anything.

For this to happen:

• Link Across Integrations must be set to Yes on the integration bringing in the new record. It's off by default. Please contact support if you are interested in having this setting enabled.

• The email must match exactly one existing teacher or student from another integration. Capital letters don't matter.

• Teachers only link to teachers, and students only link to students.

• The account hasn't been unlinked by an admin before.

If two or more people already share that email, nothing is linked automatically. You can link the right person by hand (see Link two records by hand).

View a person's SIS Accounts

1. Go to Users & Groups and open Students or Teachers.

2. Find the person and click the … actions menu.

3. Choose SIS Accounts.

You'll see each integration, the SIS ID it uses for this person, and its status.

Link two records by hand

Use this when the same person was created twice because each SIS sends a different email address. One record is kept. The other is removed, and its SIS account is linked to the record you keep.

1. Open SIS Accounts for the person you want to keep.

2. Click Link Student (or Link Teacher).

3. Search for and choose the duplicate record.

4. Check which record will be kept. To keep the other one instead, click Swap.

5. Click Continue.

6. Review the summary. It shows who will be removed and what moves over, such as enrollments and any classes or schools added by hand. The table at the bottom shows the person's SIS Accounts after linking.

7. Click Link.

Important: This can't be undone. The removed record and its login are deleted.

The kept person's SIS account stays the owner. You can change that later with Make Owner.

When records can't be linked by hand

You'll see a message explaining why if:

• The record being removed didn't come from an SIS integration, or its integration doesn't have Link Across Integrations turned on.

• Both records come from the same SIS integration.

• The record you're keeping already has a linked account from that integration.

• The record being removed already has its own data, such as forms, experiences or groups. For students, an assigned class also counts.

Change the owner

1. Open SIS Accounts for the person.

2. Next to a Linked account, click Make Owner.

3. Confirm.

That integration's sync now updates the person's name and email. The previous owner becomes a linked account and keeps adding its classes and schools.

You can't make an account the owner if its integration left the person out of its last sync.

Unlink an account

1. Open SIS Accounts for the person.

2. Next to a Linked account, click Unlink.

3. Confirm.

That integration's classes and schools are removed from the person at the next sync. The account won't be linked again automatically, even if the email still matches.

Frequently asked questions

A teacher or student didn't link automatically. Why?
Check that Link Across Integrations is turned on for the integration, that the emails match exactly, and that no one else has the same email. If the account was unlinked before, you'll need to link it by hand.

Will linking change the person's name or email?
Only the owner's sync updates name and email. Linked accounts add classes and schools only.

I don't see SIS Accounts in the actions menu.
Your account may not have permission. Contact your platform administrator.