Step 3: Identify the people to be given access to the portals

The two groups of people who use the portals are students and contacts.

  • Students who are given access to the Student portal are given the Student user role.
  • For students, first define the student role in step 2. Then create user accounts for the students who are given access to the Student portal in step 4. Giving them the Student role gives them access to the Student portal.

  • Contacts who you want to have access to the Family portal are given the Family user role.

Not all contacts are given access to the Family portal. A person may serve as a contact for a neighbor's child, but you do not want the contact to be able to access the student's information.

For the contacts, usually parents and guardians, whom you want to give access to the Family portal, first assign them the Family user role. Then, you also need to indicate on their contact details page that they have portal access. This gives them access to a specific student for whom they are listed as a contact. It does not give them access to all of their children.

To give a contact access to a student's information in the Family portal:

  1. Log on to the District view.
  2. Click the Student tab.
  3. Select a student.
  4. Click the Contacts side-tab.
  5. If your Student Contact table does not have the Portal access field, add it to the template and a field set.
  6. Select the student contact.
  7. In the details, select the Portal access checkbox.
    Note: If this field has been renamed, it might be called something else, such as Contact has family portal access.
  1. Click Save.