--- title: Agencies, agents and third parties description: Agencies, agents and third parties | Help & Support — GO 4 Schools --- [Skip to content](https://supporttest.go4schools.com/mis/agencies-agents-and-third-parties#main-content) ![GO logo](https://supporttest.go4schools.com/hubfs/GO-logo.svg) - [Tickets](https://146391209.hs-sites-eu1.com/tickets-view) - [Sign out](https://146391209.hs-sites-eu1.com/_hcms/mem/logout) Open main navigation Close main navigation - [Tickets](https://146391209.hs-sites-eu1.com/tickets-view) - [Sign out](https://146391209.hs-sites-eu1.com/_hcms/mem/logout) - [Contact us](https://www.go4schools.com/contact) [Contact us](https://www.go4schools.com/contact) How can we help you? - There are no suggestions because the search field is empty. 1. [GO 4 Schools MIS](https://supporttest.go4schools.com/mis?hsLang=en-gb) 2. [Agencies and agents](https://supporttest.go4schools.com/mis/agencies-and-agents?hsLang=en-gb) # Agencies, agents and third parties Recording details about agents and third parties in the GO 4 Schools MIS allows schools to have a full set of data for all personnel engaged with the school for the **[Single Central Record (SCR)](https://support.go4schools.com/en/support/solutions/articles/80001149333)**, as required for external staff who have regular contact with students. To view agents and agencies you will need the **Can view agent and agency information** permission, to manage them you will need the **Can manage agent and agency information permission** as well. #### **Viewing agencies** Accessed via **People \> Agencies**, the listing page will list all agencies added to the MIS as well as options to search and add a new agency. The page will display if the agency is related to Medical or SEND provision, as well as include a count of students linked: ![](https://supporttest.go4schools.com/hs-fs/hubfs/undefined-Apr-21-2026-08-35-30-2458-AM.png?width=1326&height=387&name=undefined-Apr-21-2026-08-35-30-2458-AM.png) From the listing page you can download a CSV of these details, using the tick boxes if you only want specific ones: ![](https://supporttest.go4schools.com/hs-fs/hubfs/undefined-Apr-21-2026-08-35-33-9214-AM.png?width=1333&height=402&name=undefined-Apr-21-2026-08-35-33-9214-AM.png) #### **Adding an agency** Select '+**Add new agency'** from the listing page to access the modal where details can be added for a new agency. The toggles can be used to mark as SEND or medical. The agency type is managed via **[Terminologies](https://support.go4schools.com/en/support/solutions/articles/80001149324)**, as this is a school based terminology, additional agency types can be added as required. ![](https://supporttest.go4schools.com/hs-fs/hubfs/undefined-Apr-21-2026-08-35-31-3425-AM.png?width=913&height=397&name=undefined-Apr-21-2026-08-35-31-3425-AM.png) Once the agency is created it will be visible on the listing page, select the agency name to access the detailed information page to add contact details and link to students and agents. ![](https://supporttest.go4schools.com/hs-fs/hubfs/undefined-Apr-21-2026-08-35-33-3487-AM.png?width=1353&height=790&name=undefined-Apr-21-2026-08-35-33-3487-AM.png) ### **Adding contact details** ### Click on the **Edit** button in the contact details section to access the modal to complete the details as required, using the **Add** buttons for each area/detail: ![](https://supporttest.go4schools.com/hs-fs/hubfs/undefined-Apr-21-2026-08-35-32-3783-AM.png?width=800&height=551&name=undefined-Apr-21-2026-08-35-32-3783-AM.png) Once all details are added, use the **Save** button to add them to the agency details: ![](https://supporttest.go4schools.com/hs-fs/hubfs/undefined-Apr-21-2026-08-35-32-6343-AM.png?width=792&height=866&name=undefined-Apr-21-2026-08-35-32-6343-AM.png) ### **Linking agents to agencies** You can use the **Relationships** details section to link students, staff and agents. Clicking on **+Add new relationship** will open a modal that will allow you to search or add a new entity: ![](https://supporttest.go4schools.com/hs-fs/hubfs/undefined-Apr-21-2026-08-35-30-6124-AM.png?width=797&height=350&name=undefined-Apr-21-2026-08-35-30-6124-AM.png)Each entity added needs to have their relationship defined to the agency. ### **Quick-adding a new entity** ### This will allow you to quickly add agents that do not currently exist in the system to the agency. The modal will launch and ask what type of entity you are adding, which once selected will open the add agent modal: ![](https://supporttest.go4schools.com/hs-fs/hubfs/undefined-Apr-21-2026-08-35-33-7016-AM.png?width=810&height=224&name=undefined-Apr-21-2026-08-35-33-7016-AM.png) This resulting modal lets you add the agent details as needed, **Job title** and **Title** are both school based **[terminologies](https://support.go4schools.com/en/support/solutions/articles/80001149324)** and can be edited. ![](https://supporttest.go4schools.com/hs-fs/hubfs/undefined-Apr-21-2026-08-35-30-8499-AM.png?width=793&height=594&name=undefined-Apr-21-2026-08-35-30-8499-AM.png) Clicking on Quick-add will bring you to the next screen which allows you to set the relationship of the agent to the agency: ![](https://supporttest.go4schools.com/hs-fs/hubfs/undefined-Apr-21-2026-08-35-31-1218-AM.png?width=797&height=198&name=undefined-Apr-21-2026-08-35-31-1218-AM.png) Saving will then link the newly created agent: ![](https://supporttest.go4schools.com/hs-fs/hubfs/undefined-Apr-21-2026-08-35-34-2248-AM.png?width=1323&height=306&name=undefined-Apr-21-2026-08-35-34-2248-AM.png) **NB: It is important to visit the full agent record to complete details as needed for the SCR.** #### **Viewing/adding agents** Accessed via **People \> Agents**, the listing page will show all agents currently added to the MIS, allow you to download the list, as well as add new agents. ![](https://supporttest.go4schools.com/hs-fs/hubfs/undefined-Apr-21-2026-08-35-31-8424-AM.png?width=1364&height=306&name=undefined-Apr-21-2026-08-35-31-8424-AM.png) Clicking on an agent's name will open their full record allowing you to see their full details and add details as needed. Each block is able to be collapsed, and has an audit history of changes. The top block is their identity, which is created when adding an agent via the list or quick-add options: ![](https://supporttest.go4schools.com/hs-fs/hubfs/undefined-Apr-21-2026-08-35-32-0992-AM.png?width=1330&height=386&name=undefined-Apr-21-2026-08-35-32-0992-AM.png) Next is their contact details, and an option to edit them/add them if they are missing: ![](https://supporttest.go4schools.com/hs-fs/hubfs/undefined-Apr-21-2026-08-35-31-5856-AM.png?width=1321&height=180&name=undefined-Apr-21-2026-08-35-31-5856-AM.png) Next is their Relationships - this can be their agency, but also any specific students that they are working with: ![](https://supporttest.go4schools.com/hs-fs/hubfs/undefined-Apr-21-2026-08-35-33-1247-AM.png?width=1323&height=267&name=undefined-Apr-21-2026-08-35-33-1247-AM.png) The largest section follows, which is the details needed for the SCR. While **Identity** and **DBS** are mandatory, the rest can be flagged as **Not required** as needed - these are covered in detail in the **[Single Central Record (SCR)](https://support.go4schools.com/en/support/solutions/articles/80001149333)** article. The last section allows you to attach any documents/notes/URLs as required: ![](https://supporttest.go4schools.com/hs-fs/hubfs/undefined-Apr-21-2026-08-35-32-8967-AM.png?width=1320&height=227&name=undefined-Apr-21-2026-08-35-32-8967-AM.png) #### **Viewing/adding third parties** For people that are not contracted employees of the school or linked to a specific professional agency you can add a record for them as a **third party**. Accessed via People \> Third parties. Once again you're presented with a list of existing third parties, as well as the ability to add new third parties and download a CSV of the listing. The listings and functionality is the same as agents without the ability to add relationships. **NB: As with agents you will need to complete the SCR portion of their records.** - [General](https://supporttest.go4schools.com/mis/general?hsLang=en-gb) - [Academic Year Set Up](https://supporttest.go4schools.com/mis/academic-year-set-up?hsLang=en-gb) - [Student records](https://supporttest.go4schools.com/mis/student-records?hsLang=en-gb) - [Courses](https://supporttest.go4schools.com/mis/courses?hsLang=en-gb) - [Timetables](https://supporttest.go4schools.com/mis/timetables?hsLang=en-gb) - [Cover management](https://supporttest.go4schools.com/mis/cover-management?hsLang=en-gb) - [Exams](https://supporttest.go4schools.com/mis/exams?hsLang=en-gb) - [Reports](https://supporttest.go4schools.com/mis/reports?hsLang=en-gb) - [MIS Communications](https://supporttest.go4schools.com/mis/mis-communications?hsLang=en-gb) - [Settings](https://supporttest.go4schools.com/mis/settings?hsLang=en-gb) - [Census](https://supporttest.go4schools.com/mis/census?hsLang=en-gb) - [Staff records](https://supporttest.go4schools.com/mis/staff-records?hsLang=en-gb) - [Roles and Permissions](https://supporttest.go4schools.com/mis/roles-and-permissions?hsLang=en-gb) - [Admissions](https://supporttest.go4schools.com/mis/admissions?hsLang=en-gb) - [Agencies and agents](https://supporttest.go4schools.com/mis/agencies-and-agents?hsLang=en-gb) - [Video Guides](https://supporttest.go4schools.com/mis/video-guides?hsLang=en-gb) Copyright © 2026, GO 4 Schools