Build - Switching on the Parent Portal and Parent App

Make sure that all students you want guardians to be able to view on their Parent Portal have been added to your Arbor site.

Then make sure all guardians you want to be able to access the Parent Portal have also been added and linked as a Primary Guardian to the right children. You can do this in the Family, Guardians and Contacts section of a student's profile. Once you have added a guardian to one student's profile, you can then click the guardian to go to their profile and link them to any other students. 

Check for any guardians who are not linked to students - when they log in they won't be able to view any child's information. Go to Students > Parents & Guardians > Guardians with no linked students. Make sure these profiles are removed using the bulk actions, or link them to the correct student by clicking their name.   

If you have a guardian with more than one profile, the Parent Portal will not know which profile to show when logging in and will show an error.

• To see how to resolve all your duplicate students, click here.
• To see how to resolve all your duplicate guardians, click here. 

Check all Primary Guardians have an email address on their profile, and that there are no guardians with missing email addresses. This information can be found and any gaps filled in by going to Students > Parents & Guardians > Bulk Update > Guardian Contact Details. 

This is particularly important, as the email address functions as the username guardians use to log into the Parent Portal.

You must make sure that the email address used on a guardian profile is not also used on a student or staff profile.

If, for example, a staff profile and guardian profile share the same email address, the system will not know whether they are trying to log in as a staff member or a guardian, and an error will show. Therefore, email addresses must be different on every profile.

You can check and resolve any duplicate email addresses using the instructions in this article: How to check for duplicate email addresses and stop users from being logged into the wrong account

If you do want the email address to be logged on a student and guardian profile, click into the student's User Details section and click the Disable Account button on the slide-bar so that the email username will only be active for the parent.

Please note: If your school uses the student portal, disabling the student's account will no longer allow the student to log in. You would instead require a separate email username to be added instead to the pupil's profile. 

We have lots of out-of-the-box consents that you can choose to request from guardians. To set which consents should be collected through the Parent Portal, or to add new consents, click here.  

You'll want to make sure parents are able to pay for all the different accounts you need.

Please note that guardians cannot top up Club and Trip accounts as these accounts are not used to keep a balance. Clubs and Trips are paid for when payment is required, you cannot top up an amount to be used at a later date. As such, you do not need to set these account types up.

We recommend taking a look at our Begin Build Boost journey for Card Payments if you have not yet set up card payments on your site: Getting started with Arbor payments

Decide what you want to show on the Parent Portal. Work through each section in this article choosing your settings. These settings are very important to get right, as they determine everything guardians can see: Parent Portal and Parent App Settings

Choose whether to use In-app messages, whether parents can reply to these and set SMS follow-up settings.

You can also choose whether information can be automatically updated by guardians, or if it needs to be reviewed by school staff first. Click here for what this means for your school.

When you are ready to turn on your Parent Portal follow these instructions to switch on your Parent Portal (and enable the Parent App too): Enabling access to Parent Portal   

Once you've switched on your Parent Portal, you can check all the settings are right by logging in as a guardian. Once you've been given permission, you can log in to check what the guardians will see and troubleshoot any issues. Take a look at this article to see how.

You might want to invite parents who are staff to log in to test your setup before sending out welcome emails to the whole school.

Before inviting guardians to log in in bulk, you'll need to decide where to direct them to log in. Take a look at this article to decide which link to send out when following step d: Which URL page should users log in from?

Guardians aren't automatically notified when your Parent Portal is switched on - you'll need to let them know and send them their login details. See how to do this here: Sending and resending login details to Guardians

At this point once your school has switched on the Parent Portal, guardians can download the App log in using the same username (email) and password as they would for the Parent Portal. Parents can also download the Parent App for free from either the Play store for Android phones or the App Store for IOS.