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Admin Setup Tutorials

  • Using the Login Screen This video will help you to understand the buttons found on your login screen.
  • Manage Contact Types and Filtering Student Status codes In this video, you will learn how to set up options for contact types that will show in your Parent Portal for Guardians and Emergency Contacts (that pull from your student information system) and filter student codes that show.
  • Creating Read Only Staff Accounts This video will walk you through creating read-only accounts for your forms. This feature has various uses but is most commonly used to set up school nurses, etc.
  • Managing Users (Global Admins Only) This video will walk you through creating a user account for those who need to handle or process forms. (This is only accessible to Global Admins.)
  • Manage Building Agreements (Global Admins Only) This video will help you to understand the process of adding Building Agreements. (This feature is only available to Global Admins.)
  • Checklist Templates This video will walk you through setting up this feature to allow you to collect documents for Enrollments/Registrations of new students.
  • Enrollment Notifications In this video, you will learn how to set up notifications that are used to notify people or groups of people about Enrollments.
  • Form Notifications (Global Admins Only) This video will help you learn to set up notifications on your Enrolled Student forms. (This feature is only accessible to Global Admins.)
  • Content Management In this video you will learn the basics of adding content that will be seen in your Parent Portal and in your Enrollment Confirmation emails.
  • Processing Forms for Enrolled Students This video will help you to understand the general processing of forms for Enrolled/Active students. Often called Demographics and EMA forms or Back-to-School forms.