How to Invite Parents/ Guardians to Set Up an Account on the Guardian Portal

OPTION 1: (NEW parents only – does not have a name or email address in the system)

Setup > organization > general information
1. click on the “signup link” (found right above the Address information)
  1. You can copy this link and paste it into an email with supporting instructions and attach the Guardian Portal document for reference.
2. Once the emails are sent out, the parents can click on that link where they will then be directed to a login screen where they can create a user name and password.

OPTION 2: You have their name and email address

With just their name and email address – you can set up an account for this Guardian, send an invitation where they can then create their account and enter their own information.
To do so:
1. Go to contacts – first make sure they are not already in the system. Do a quick search of their name.
2. Add new Individual – if they are not already in the system
3. Enter their first and last name
4. Enter their email – click the checkmark to apply followed by the save icon.
1. A “Create User Login” button will now appear.
2. Click that button to send out an invitation.

OPTION 3: Bulk Invitation

Once you have all your family’s setup (names and emails), you can send a bulk invitation to your account holders.
To do so, go to Setup > Users> Invite Guardians
Select the date from when you want to send out the invitation
Select the Location from which the Guardians belong
Select the Service Type
To drill down to a specific group of Guardians, you can also select the Age Group, Area, etc.
Click GO to generate a list of emails
Select the Guardians you wish to email out to by clicking the check mark to the left of their name or click the blue checkmark above the list to select all.
Click NEXT
You will then see the Summary tab where it will tell how many emails are to be sent out.
Click CREATE to send out the invitations.

Frequently Asked Questions