Setting Up Staff Admin

The first step is to add all staff admin user to your account by selecting Settings > Accounts from down the left-hand side.

Click ‘Add New’ before entering the user’s details. There are two options to choose from here: ‘Super Admin’ gives you full access to the portal whereas ‘Admin’ can be assigned to a specific group or class.

There is a toggle to allow any super admin to receive notification updates. Turn this to green if you would like the superadmin user to receive an email whenever a parent updates their contact information within the app.

Adding Children

There are two ways to add children into the system. The first is to bulk import by completing the CSV we have sent you and clicking ‘Import’ in the top right-hand corner to add all contacts. Secondly, you can manually add a child by selecting ‘Add Child’ and filling in the record for a new addition. You can add siblings and multiple contacts at the same time.

Editing Children or Users

You can edit any contacts by clicking on the blue pen next to their names, changing the record and then saving.

If you delete a parent, it will just delete that user. You can delete a whole family or group of contacts by deleting the child. This will then remove everyone attached to them.