Overview
An agency student (enrollment type of SES, Grant or ELT) does not need a parent/customer record as services are being paid for by an agency based on contracted services.
However you can, if you wish, create a parent record and subsequent parent login to give the parent access to print learning plans, progress reports, calendars and other documents.
This record may also be created for a member of staff at the agency to login as a Customer to view these items.
Article Sections
Add Parent Record If Required
1. In the main menu select: People > Customers.
2. Press New.
3. Add the first and last name of the parent or Agency Staff member.
4. Add customer and press Edit on the Details tab.
Link Student
5. Under Assigned Students type in the last name of the student to filter the list. When you can see the student press the red X to link the student.
6. A linked student has a green check mark. Repeat for any other student names to be linked to this customer.
Create Login
7. In the same edit screen (Details Tab) place a valid email into the User name and press Create Login. This will send an email for the customer to set their password and login.
Hide Billing Tab
8. If you are creating a login for the parent of an agency/contract student (services paid for by an outside agency) you can choose not to show the billing tab if they will not be invoiced for services or incidentals. Press Edit on the Info tab and set SHOW BILLING to off. This will remove the billing page from that log in and avoid confusion. This is at the bottom of the Details page.