🔑 Managing Parent Portal Access

You can decide what parents see and do in their portal by adjusting their permissions.

Open the Children Directory

• From the menu on the left, go to Directory → Children.

• Find the child whose parent’s portal access you’d like to manage by using the search or filters.

Set Parent Permissions

• Below the parent’s name you’ll see a list of icons that represent features you can enable or disable for each parent:

  • Billing

  • Invoices

  • Statement reminders

  • Messaging

  • Broadcasts

  • Documents

  • Bookings

  • Activities

  • Parent editing (updating their own details)

Adjust the toggles according to the level of access you’d like the parent to have - if the icon is gray it is disabled, if it’s coloured it’s enabled.

Enable Portal Access

• Once you’re happy with their permissions, tap Enable Portal Access to the right of the parent’s name.

• Tap Confirm to send out the email invitation.

Disable Portal Access

• To remove access, tap Disable Portal Access.

• You can choose whether or not to notify the parent via email.

• Tap Confirm to finish.

Best Practices

• Review portal permissions regularly to make sure parents only see what’s relevant.

• Keep communication settings (messaging, broadcasts) enabled to stay connected with families.

• If a parent is having login issues, check whether their portal access is enabled.