How to Modify an Existing Portal Account

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

TABLE OF CONTENTS

• Logon Settings
• Searching for or Attaching Students to the Logon
• Students Attached Settings
• Removing/Deleting Students from a Logon

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.
• Show Parent Module In - Selects the default language the Logon uses. If none is selected it will default to English. (Spanish already comes translated with Genesis)
• 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

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 '' 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 (see Figure 5 below).

• 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."

Removing/Deleting Students from a Logon

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