How to add a new parent/student

    in Admin Dashboard

    Sometimes students join a new school at different points during the year. It is important that you have the ability to add them to the system.

    • Step-by-Step Instructions
    Go to Admin Dashboard.

    Go to Parents.

    Click Add Relationship.

    Click Create a new parent/guardian.

    You do not have to click the button to Send email when creating account. The email can be sent after the student relationship(s) have been added.

    Complete all required fields for the parent/guardian and click Next.

    Click Create a new student.

    Complete all required fields for the student and click Next.

    Review the information on the screen and click Finish.

    You can then click Add Another Relationship or Done.

    • Tips and Tricks
    How to manage duplicate information
    You may receive a screen that says Oops! We have found possible duplicate parent/guardians/students.

    Review the information present to decide how to proceed.

    Choose the correct parent/guardian/student and then click Use Selected User.

    How to add a parent to an existing student
    Go to Admin Dashboard.

    Go to Parents.

    Click Add Relationship.

    Click Create a new parent/guardian.

    Complete all required fields for the parent/guardian and click Next.

    You do not have to click the button Send email when creating account. The email can be sent after the student relationship(s) have been added.

    Click Select existing student and click Next.

    Review the information on the screen and click Finish.

    You can then click Add Another Relationship or Done.

    How to add a student to an existing parent
    Go to Admin Dashboard.

    Go to Parents.

    Click Add Relationship.

    Click Select existing parent/guardian.

    Select the appropriate parent name and click Next

    Click Create a new student.

    Complete all required fields for the student and click Next.

    Review the information on the screen and click Finish.

    You can then click Add Another Relationship or Done.

    How to remove a parent/student relationship
    Go to Front Desk.

    Go to Student Health Tracker.

    Select the name of the student under Search By Student and click Search.

    Click Edit next to User Details.

    Click Remove for the appropriate parent.

    You will be prompted to enter your password two times and click Remove.

    Click Save Student.

    How to remove a parent relationship while on the Student Medical Record page

    Go to Front Desk.

    Select the name of the student under Search Student Medical Record and click Search.

    Click Edit next to User Details.

    Click Remove for the appropriate parent.

    You will be prompted to enter your password two times and click Remove.

    Click Save Student.

    • User Permissions Required For This Guide
    Administrator Only

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