Manage your District (Root Organization) and Intermediate Organization families

Define and maintain the records of families in your district or. Doing so allows any contacts with access to the Family view to view academic progress, information, and calendars for each of the students in their family.

To define a family:

  1. Log on to the District or Intermediate Organization view.
  2. Click the associated tab.
  3. Click the Families side-tab.
  4. On the Options menu, click Add. The New Family page appears.
  5. Add the information.
  6. Click Save.
  7. To add family members to the family record, click Members on the Families side-tab.
  8. On the Options menu, click Add. The New Family Member page appears.
  9. At the Last name field, click Search icon.. The People pick list (list of all staff members, students, and contacts in your district) appears.
  10. Select the family member, and click OK.
  11. At the Relationship field, select the relationship of this family member.
  12. Click Save.