Parent Portal Maintenance Screen

Modified on Mon, Aug 18 at 2:08 PM

There are various tools found on the Parent Access>Maintenance tab.


ToolsNotes
Mass Email Parent Access UsersThis feature allows you to mass email the users of Parent Access. Select the template for the email from the list and then hit create. The email will be automatically filled out and sent for you. IMPORTANT NOTE: If the letter contains a PARENT_PASSWORD macro, a new password will be generated and placed into the e-mail. Our Email Template article is found here for review.
Student CleanupThis function will analyze all students attached to parent/student users. Students will be removed from accounts if the student is now attending a school with the "For Parents Module" unchecked.
Parent/Student Portal Account CleanupThis process will check Portal accounts for students matching below criteria. Based on selections below, students will be removed from Portal Accounts. Empty Portal accounts (ones with no students attached) will then be either disabled or deleted based on your selection.

Mass enabled/disable accounts

Enable - OR - Disable All parent logons that are not expired
Delete parent Message Center messages

Force users to change password


Clear Parent Request Acknowledgments


Auto set the Type of Logon field on the Parent Logonid
  • For each parent logon
  • For each student mapped to the logon
  • If the Parent Logon (email address) matches an email address on the guardian 1 contact; user field 'Type of logon' is set to Guardian. Student 'Relationship' is set to Guardian 1.
  • If the Parent Logon (email address) matches an email address on the guardian 2 contact; user field 'Type of logon' is set to Guardian. Student 'Relationship' is set to Guardian 2.
  • If the Parent Logon (email address) matches an email address on the student contact; user field 'Type of logon' is set to Student.
Auto set the Contact Management Permissions for your new contacts

WARNING: This will reset permissions that may have been manually set on parent accounts.

  • If a contact is a Guardian 1 and they live in same residence as Guardian 2 3 OR 4, the contact will be given rights to all of the students contacts.
  • If a contact is a Guardian 2 3 OR 4 and they live in same residence as Guardian 1, the contact will be given rights to all of the students contacts.
  • If a contact is a Guardian 1 and they do not live in same residence as Guardian 2 3 OR 4, the contact will be given rights to all of the students contacts except Guardian 2 3 OR 4.
  • If a contact is a Guardian 2 3 OR 4 and they do not live in same residence as Guardian 1, the contact will only be allowed to view and edit the Guardian 2 3 OR 4 contact.
  • If a contact is anything but Guardian 1 or Guardian 2 3 OR 4, the contact will be ignored by this routine.
Mass set the Contact Management Permissions for all contacts of one type    
This tool operates on all ACTIVE students in the 202X-2X school year.
Enable Alerts for Guardians
WARNING: This will enable notifications that may have been manually disabled on parent accounts.
Create email address for student contactThis will check each student record to make sure that the student contact card contains an email address that is the same as the logon for the Student Portal User that represents the student. If it does not exists this process will create the email as students primary email. This process will only look at Portal users marked with 'Type of logon' set to STUDENT.

 

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