How to Add Parent Portal Access

Step 1: Gather parent's full name and parent email 

Step 2: Go to users, click add user

Step 3: Input parent name, parent email, and select "Parent" from the dropdown menu 

Step 4: Click submit 

Important Notes:

1. The parent’s email must match what is listed in the User section for the account to link properly.
2. Phone number and business unit fields are optional and only need to be added if necessary.
3. To give access to multiple children, use the drop-down menu to select all applicable children.
4. You can create multiple parent portals per client if needed; however, only the account tied to the entered email will receive automated emails.