Modifying and Reviewing Existing Portal Accounts

This screen allows you to set all the settings and attach students to an individual Logon.

TABLE OF CONTENTS

• Logon Settings
• Parent Portal Logon Types
• Searching for or Attaching Students to the Logon
• Students Attached Settings
• How to Determine if a Student has a Parent Portal Logon Attached
• Removing/Deleting Students from a Logon
• Auditing Parent Portal Accounts
• Viewing Current Parent Portal Activity

Logon Settings

• Logon ID - The users Logon name (usually and recommended to be an email address. If you do not set this to an email address then you cannot utilize email functionality of the Parent Module)
• Enabled -  If this box is checked then the account will be enabled
• Expires -  If you set a date here, the Logon will automatically be disabled on the date set
• Last, First, Middle Name - The first, last, and middle names of the person the Logon is for
• Home Screen - The default home screen that first loads up when the user logs into the Parent/Student portal
• Must Change Password -  If this box is checked then the user will be forced to changed their password upon their next log in
• Hide Student Photos -  If this box is checked then the student photos will not appear in the Parent/Student portal
• Hide Birthday -  If this box is checked then the birthdays for the students will not appear in the Parent/Student portal
• Type of Logon - This determines what kind of account this Logon is (ie: Guardian, Student)
• Admin Account - can set the account to be an Admin or not.
• Telephone - You can list a telephone number here for reference
• Active Directory Enabled - If this box is checked then the Logon will use Microsoft's Active Directory service to control its password
• Active Directory Logon ID - This is the ID that ties the Genesis account to the Active Directory account
• Comments - This comment box is for your own reference
• View Security Audit - Clicking this will open up a PDF security audit that lists this account's log in history and failed password attempts
• Set Password - Clicking this will allow you to manually set the password for this Logon
• Generate and e-mail user a new random password - Clicking this will send the Logon a Password Notification email and reset the password to a randomly generated one (requires that you setup a Password Notification parent email template)
• Send this e-mail - You can use this drop down to send the Logon any of your parent email templates

Parent Portal Logon Types

 The "Parent Access" module currently supports types of users:

• Guardian – These are the 'standard' Parent or Guardian logons. This type of logon is used to provide access to parents and guardians of students.
• Student – The "Student" logon type identifies an actual student. When this user logs in, the screen will read "Student Resources" instead of "Parent Access".
• Counselor – This type of user identifies a Guidance Counselor who may be linked to all of their students. This is a quick way of providing Guidance Counselors with a "view only" access to student information (e.g. so that they can share with students during conferences).
• Vice Principal – Similar to the "Counselor" logon type, the Vice Principal logon type is designed to give rapid "view only" access to Vice Principals.
• Principal - Similar to the "Counselor" logon type, the Principal logon type is designed to give rapid "view only" access to Principals.

Regardless of the type of Parent Access logon, the same screens are currently available to all users. However, the Guardian (i.e. "parent/guardian") type of logon and the "Student" type of logon are both special.

Guardian Logons
Guardian logons can be created (or linked to) directly from student records – and will constitute the link between Parent Access and student Contacts.

Student Logons
When a logon is categorized as a 'student' logon, when the student logs in, a "Student Portal" Home summary screen is displayed in lieu of the usual "Parent Portal" entry screen,

Searching for or Attaching Students to the Logon

You can search for students to attach to the Logon by using the search box at the bottom of the screen

• Enter any search criteria to narrow down your search results to the student that you would like to attach to the Logon
• Check the box to the left of each student that you would like to attach and click the "Add Selected Students" button
• You can always go back and add more students at any time.

Students Attached Settings

Following the addition of the student to the Logon Id, you can specify the relationship between the student and the "parent" for whom this Logon Id is being created.

• Relationship - Specify the relationship between the student and the "parent" for whom this Logon Id is being created (Setting this to Guardian will grant the Logon access to Conferences, Letters, and Contacts tabs)
• Deny – You can specifically deny access to this student. This is useful for enforcing custody issues
• Seq – You can specify the order in which this student will appear in the list of students attached to this Logon
• Role – Specify the Parent Role this Logon will have in relation to this Student (The role controls which tabs the Logon has access to, aside from the ones granted by the relationship status)

View of Student(s) attached to account without Role Info:

View of Student(s) attached to account WITH Role Info (click on "Show Role Info" to expand):

*If you need to modify the Role tied to the student, click on VIEW. It will bring you directly to the Parent Access>Setup>Roles>Modify Role screen.

*If you need to simply change the Role tied to the student, change it in the "Role" dropdown and click "Save Student Information."

How to Determine if a Student has a Parent Portal Logon Attached

This  "parent access logon attached" icon is displayed on the Student's Student Information Bar when a student has at least one attached "Guardian" Parent Access account.

The Student Data>Student>Demographics>Required screen below illustrates the new Parent Access icon and tool tip:

The "Parent Access Logon Attached" Icon
An icon has been added to the set available on the Student Information Bar to indicate when a student has at least one Parent Access logon attached.

When a user places their cursor over this icon a tool tip is displayed giving the last time a parent accessed the student's information:
This message does not indicate how many parent access logons are linked to the student: it merely indicates that there is at least one attached.

Removing/Deleting Students from a Logon

To remove/delete a student from the Logon, click the 'red' icon to the right of the student you want to remove.

Auditing Parent Portal Accounts

You can view the security audit for parent account logins by searching for an account and going to its modify screen - Parent Access>Setup>Users>Modify User.

Once there click the 'View Security Audit' button and a PDF audit will generate for you.

This PDF will show you details for each login attempt made on the selected account.

Viewing Current Parent Portal Activity

The Parent Access>Activity screen lists parents and students who are currently logged in to Genesis:

All parent logins which are currently – right this minute – logged in to Genesis are displayed on the Parent Access>Activity screen.

This is a "view-only" screen which gives you a snapshot of which parents are currently connected and what they have been doing in the last few minutes.