Documentation Index
Fetch the complete documentation index at: https://docs.deandesk.com/llms.txt
Use this file to discover all available pages before exploring further.
School-level feature — managed within your school portal at
yourschool.deandesk.com.Creating a roster
Name and describe
Give the roster a name (e.g. “5th Grade Camp Group A”, “Drama Club”, “Bus Route 4”) and an optional description.
Fill in custom metadata
If your school has configured custom roster metadata fields, fill them in. See Roster metadata below.
Add students
Add students manually or use the Roster Distribution canvas for bulk assignment.
Roster metadata
Custom metadata fields let you attach school-specific information to each roster — things like meeting time, instructor, room number, or season.Configuring the schema
Add a field
For each field, set:
| Setting | What it controls |
|---|---|
| Field name | Internal key for the field |
| Label | Display name shown to admins |
| Type | Text, textarea, person (single), or people (multiple) |
| Description | Helper text shown to admins |
| Required | Whether the field must be filled in |
| Order | Position of the field on the roster form |
Person and people fields
The person and people field types let you reference specific users (e.g. an instructor or co-leaders) directly on the roster, with a search picker that pulls from your school’s users.Roster Distribution canvas
For bulk assignment of students into multiple rosters at once, use the Roster Distribution canvas — a drag-and-drop workspace.Step 1 — Pick rosters
Select the rosters you want to distribute students into. Each becomes a “bucket” on the canvas.
Step 2 — Pick students
Select the pool of students to distribute. Students appear as draggable tiles.
Step 3 — Open the canvas
The canvas opens with rosters as buckets and students as tiles. Drag tiles into buckets to add, drag them out to remove. Use search, zoom, and fullscreen to navigate large distributions.
Spreadsheet view
For roster-by-roster bulk edits (e.g. fixing typos or updating metadata across many rosters), open the Roster Spreadsheet view. It loads all rosters into a grid editor where you can edit cells inline and submit only changed rows.Linking rosters to courses
Each roster can have one or more linked courses. When you add a student to a roster that has linked courses, DeanDesk automatically creates an active enrollment for that student in every linked course. Likewise, adding a new course to a roster enrolls every current member of the roster in that course.Course enrollment sync only fires when you add students or courses to a roster. Removing a student from a roster does not automatically unenroll them from the linked courses — you’ll need to manage that separately if you want them removed.
Linking rosters to tuition products
Tuition products in Finance → Products can be associated with rosters from the product detail page. This lets the Roster Distribution canvas highlight which students in your pool are already enrolled in a specific tuition product — useful for distributing only newly-paid students into camp groups or class sections. When you open the distribution canvas with a tuition product filter, each student card shows a Tuition label of Enrolled or Not enrolled, and you can sort by tuition enrollment to surface the relevant students at the top. See Products → Associated rosters for how to set up the link on the product side.Where rosters appear
Once a roster exists, you can target it from:| Surface | What it does |
|---|---|
| Email composer | Send an email to every member of the roster |
| Announcements | Post a course-style announcement targeted at a roster |
| Reports | Filter student reports by roster membership |
| Admin AI | Reference a roster by name when asking for emails or summaries |
| Courses | Auto-enroll roster members in linked courses |
| Tuition products | Surface roster members in tuition-product reports and the distribution canvas |