Guardians

Add New User

• Click + Add New

• Add user details

• Click Submit

Edit User

• In the Active tab, click the ellipses on the right side of the table for the corresponding user

• Click Edit

• Make any necessary changes to the user

• Click Save

Reset Password

• In the Active tab, click the ellipses on the right side of the table for the corresponding user

• Click Reset Password

• Either use the Reset via Email option or the Manual Reset option

  • Reset via Email: sends an email with a link to the user to reset their password

  • Manual Reset: sets a temporary password for the user which will be required to be changed once they log in

Delete User

• In the Active tab, click the ellipses on the right side of the table for the corresponding user

• Click Mark for Deletion

• In the Marked for Deletion tab, click the ellipses on the right side of the table for the corresponding user

• Click Delete Permanently

  • If you need to delete all users marked for deletion click the red Delete All Permanently button

Download Guardian CSV

If you need to export a spreadsheet of all your guardians you can do this with our Download CSV feature

• Click the ellipses button next to the Add New button

• Click Download CSV