Staff directory
Manage staff profiles shown in the family portal: photo, role, bio, and contact buttons.
2026-08-04
Before you start
- Only directors can create, edit, archive, or delete directory profiles. Educators can only view the list.
- Profiles are never published until you explicitly do so — you always have time to review them first.
Step by step
Open the staff list
In the sidebar, go to the Staff directory section (under Family portal). You'll see all members listed with their current status (draft, published, or archived).
Create a new member
Click New Member in the top-right corner. The editor opens.
Fill in the profile
Upload a photo (circular format) and enter the full name. Then add a role (e.g. "Toddler room educator") and an optional bio. If your portal is multilingual, you can add these texts in more than one language.
Add action buttons (optional)
In the Actions section, add buttons that families will see on the profile: phone, WhatsApp, email, map, document, or link. Each button has a label and a value (phone number, address, URL...).
Set visibility for families
In the right-hand sidebar, check or uncheck Visible to families. If unchecked, the profile is published but hidden from the portal until you re-enable it.
Publish or save as draft
When ready, click Publish. The profile appears in the portal immediately. If you want to finish later, click Save draft — nothing is published until you decide.
Truc
Drafts are saved automatically every few seconds while you edit. You won't lose work if you close the window by mistake.
Editing a published profile
Click Edit on the member you want to update. Since the profile is already live, the system creates a parallel draft so families keep seeing the current version while you work. When you're done, click Publish to apply the changes.
Important
While you work on the draft, families still see the previously published version. Changes only go live when you publish.
Archiving, hiding, or deleting a member
- Archive: the profile disappears from the portal and remains in the panel history. Use this when a staff member has left the school.
- Visible to families (off): the profile exists and is published, but is not shown in the portal. Use this to hide it temporarily without archiving.
- Delete: permanently removes the member, including their photo. Only directors can do this (educators don't see this button). Use the trash icon in the list, or the Delete button inside the edit form.
Avís
Archiving a profile removes it from the portal immediately, but you can still restore it from the history. Deleting it, on the other hand, removes it for good and cannot be undone from the panel.
Frequently asked questions
Can I change the order members appear in?
Yes. Use the Groups button on the staff page to create and reorder groups. Each person is assigned to a group from their edit profile. People without a group appear at the end.
Does the role need to be filled in for all languages?
The role in the school's default language is required. Other languages are optional; if no translation is provided, the portal falls back to the default language text.
Can families see draft profiles?
No. Only published and visible profiles appear in the portal.
