How do I see and edit Parent/Guardians?

Depending on your role, you might be able to edit Parent/Guardian information. This can help keep profiles up to date, fix login problems, link accounts, start forms, and more. Learn more about Roles, teams, and members.

Remember, any changes you make here will be visible to the Parent/Guardian and can directly affect them.

Basic information

Head to this area to change the Name, Last Name, Address, and Reference IDs (if your organization uses them).

Addresses saved here can be reused by the family when adding new students or filling out forms.

Relationships

The relationships table shows everyone connected to the current profile. Parents/Guardians can see their students on their homepage and share access with other Parents/Guardians too.

How do I add a relationship?

1. Find the student you want to connect to this Parent/Guardian profile, and copy their Student ID. Here are some examples of where you can find the Student ID:

    

2. Click “Add Relationship” above the list of relationships. If you don’t see this button, you might not have permission to make this change. Ask your organization’s administrator for help.

   

3. Paste the Student ID in the dialog that just opened up.

   

4. Click “Add relationship” to confirm and associate the two accounts.

Contact information

Contact information can be added by the family, staff, or through imports, but there are some important differences:

• When a Parent/Guardian signs up, the method they used will appear as their linked contact method under Contact Preferences.
  • If they sign up with an email, they’ll need to create a password.
  • If they sign up with a phone number, they’ll receive a 6-digit code by text each time they log in.
• If a Parent/Guardian account is imported, no contact method will be linked until the user signs up using one of the imported methods. Once they do, the method they used will show up as their linked contact method under Contact Preferences.
• If a family signs up with an email or logs in for the first time using email, they can reset their password anytime. A reset link and instructions will be sent to the email address.
• If an email that was used as a Log in method is modified to another, an email will be automatically sent to the family to verify their email address. A family can only log in using that new email addres after they verify that email.
• If an email is added on a Parent/Guardian account that only used phone to log in, they need to sign up using the updated email. This ensures they go through the email verification process.

• Because of Parent/account onboarding, there’s always the possibility that a family will sign up and not complete onboarding. This may result in Parent/Guardian profiles with associated contact methods that are used to sign in, but are otherwise empty of Parent Name, lastname, and address.