How do I provide access to the Guardian Portal for client guardians?

If your organization is set up to allow guardian portal access, you can provide access to the portal to specific guardians.

Adding a new guardian

On the client profile, you can add new guardians or manage existing ones.

If the guardian exists from prior creation or exists on another client profile, you can add them as an existing guardian, or you can create a new guardian in the "Add" drop-down options list:

When adding a new guardian, you must fill out certain pieces of information. In order to provide the user with access to the guardian portal, you must provide an email, however that's not required for base guardian records.

Providing access to the Guardian Portal

Once the guardian profile is created, you can enable access to that guardian via an edit to the profile:

• Details > Edit (for the profile you're trying to enable access) > check "Enable Guardian Access"

Once enabled, the Guardian should receive an invite to their email address that was registered. That email will allow them within a period of time to set their password. If not, the guardian can use the "Forgot Password" workflow to reset their password in order to login.