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Guardians

Parent and guardian directory. Link contacts to learners so fee reminders and family details appear on profiles.

Who can use this​

  • ADMIN

Path​

/admin/guardians

Dependencies​

  • Learners should already exist (Students or New Admission).
  • A guardian row alone does not create a parent portal login - invite / credentials are separate.
  • Accurate phone and email matter for fee reminder email (not carrier SMS).

Screenshot​

Guardians desktop

Guardians mobile

Steps​

  1. Open Guardians at /admin/guardians as ADMIN.

Guardians step 1 desktop Desktop - focus for step 1 Guardians step 1 mobile Mobile - focus for step 1

  1. Click Add guardian, enter name and contact fields, then save.

Guardians step 2 desktop Desktop - focus for step 2 Guardians step 2 mobile Mobile - focus for step 2

  1. Link the guardian to the correct learner(s) from the student profile or guardians workflow so the family shows on the register.

Guardians step 3 desktop Desktop - focus for step 3 Guardians step 3 mobile Mobile - focus for step 3

  1. Use Configure columns and search when cleaning duplicate contacts.

Guardians step 4 desktop Desktop - focus for step 4 Guardians step 4 mobile Mobile - focus for step 4

  1. Deactivate obsolete guardians instead of leaving wrong phones on fee reminder lists.

Guardians step 5 desktop Desktop - focus for step 5 Guardians step 5 mobile Mobile - focus for step 5

Fields and actions​

  • Add guardian / Edit / Deactivate
  • Search guardians… / Configure columns
  • Name, phone, email, linked learners
  • Manage from student profile when linking after admit

Common mistakes​

  • Wrong phone so office cannot reach the family
  • Expecting parent portal login immediately after creating a guardian row
  • Duplicate guardian rows for the same parent across siblings
  • Leaving deactivated contacts selected for reminders