Parent account management

Owned by Mike Priest
Last updated: Aug 04, 2024 by Tyler Bach
2 min read

Overview

This section covers how to manage Parent accounts in the SchoolEngage platform.

Table of Contents

Parent management page

To access the list of parent users/profiles follow the steps below:

  1. In the main left-hand menu click “Users”

  2. Click “Parents”

Create a parent account

Once you are on the parent management page, you can follow the steps below to create a new parent account.

  1. Click the “+ Create” button at the top of the table

  2. In the popup, enter the required fields

  3. Click “Save”

Viewing a parent account

Once you are on the parent management page, click the to navigate to their profile page.

Edit a parent account

From the parent management page, you can edit account information by clicking the Pencil icon.

  1. Click the Pencil icon on the row you wish to edit

  2. In the popup, update the details you wish to change

  3. Click “Save”

TIP: Try using the Keyword search text box at the top of the page to find a specific contact.

Parents linked to PowerSchool have restricted edit access. Their data comes from the PowerSchool nightly sync and will need to be updated in PowerSchool for their data to update in SchoolEngage.

Parents syncing with PowerSchool can only have their email changed in the parent portal account section of PowerSchool

Delete a parent account

From the parent management page you have the ability to delete a parent account.

  1. Click the Trash icon on the row you wish to delete

  2. You will be prompted to confirm the deletion of the account

  3. Click “Yes” if you wish to delete the account

Setting parent as a Tester

If you want to assign Test forms, make sure that your parent’s account is a tester. To do this:

  1. Navigate to the parent’s profile

  2. Click on the “Actions” button to bring up the options

  3. Under User Flags, click “Is Tester?” to enable the parent’s account as a tester if it isn’t already.

Unlinking a parent account

To unlink a parent account from their PowerSchool account, follow these steps:

  1. Navigate to the parent’s profile.

  2. Click on the “Actions” button to bring up the options.

  3. Select “Unlink from PS”.

  4. Confirm the action by clicking “Yes”.

Confirming a Parent Account

To manually confirm a parent who has yet to confirm their email address:

  1. Navigate to the parent’s profile.

  2. Confirm the parents email address is correct in their SchoolEngage profile.

  3. Click on the “Actions” button to bring up the options.

  4. Select “Confirm Email”.

Resetting a Parent's Password

If a parent forgets their password, you can manually send them a password reset email by following these steps:

  1. Navigate to the parent’s profile.

  2. Click the “Actions” button to see the list of options.

  3. Select “Reset Password”.

The parent will receive an email with a link to reset their password.