What is Roster Management?

Use Roster Management to add respondent information directly to your Permission Click form.

Roster Management is very simple to use! Once a form is approved/published you will see an option called "Add Recipients".
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Click on that to open up the email addition screen. From there, you can paste in a list of parental emails. The paste function works perfect from a spreadsheet, so if you have a list of parent emails that has been exported from the SIS you can copy the full column and paste it in. When complete, click "next" 
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The email addresses will be validated, and any that are invalid  will be identified so that they can be removed or edited. When ready, click the "Add # Recipients" button.
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Respondent emails can be done all at once or in several batches, but the emails will not be sent until the user hits "Send to # Recipients". Until then, they will show up in the Response Manager as "Not Sent".
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In the last step, the user can edit the email and the subject line that parents will see. They will receive the email from notifications@permissionclick.com.*
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*Note! The custom subject line feature is available in School Edition Pro only. 

 

Once sent, you will be able to track the status of the responses from unsent, sent, opened and finally, completed. 
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There is a messaging function that will allow the form manager to send reminder emails to anyone who has an outstanding response. 
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Finally, once teachers and staff have used this feature a few times, there will be the option to choose a roster list from previous forms. This way, teachers can use their lists from prior forms going forward. 
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If you do not see the Roster Management option, please contact support about upgrading to School Edition Standard or Pro.