Creating and Editing Student Accounts
Welcome to our guide on managing student accounts! As an administrator, you play a crucial role in ensuring that student records are accurate and up-to-date. This document will walk you through creating and editing student accounts and provide insights into commonly used fields and best practices. Let’s get started!
Creating a New Student Account
To create a new student account, follow these simple steps:
Go to Manage > Students.
Click on Add Student.
Enter the student’s details:
First Name
Last Name
Date of Birth
Gender
Class Year
Add at least one parent/guardian account.
Click Save.
Once saved, parents will receive an email prompting them to log in and complete necessary forms. Students will gain access only when their signatures are required, and parent forms are fully completed.
Editing an Existing Student Account
If you need to make changes to an existing student account, here’s how:
Go to Manage > Students.
Click Edit on the student’s row.
Update any available fields as needed.
Click Save.
Keep in mind that changes to student account fields do not trigger automatic notifications. If any updates require follow-up, please contact parents or staff directly.
Commonly Used Fields Explained
Here are some commonly used fields in student accounts and their significance:
Preferred Name – Supports respectful and inclusive communication
Pronunciation Guide – Helps staff pronounce names correctly
Student Email – Required when student signatures are needed
Student ID – Must match your Student Information System (SIS)
Race/Ethnicity – May be required for compliance reporting
Filed Externally – Use when paperwork was completed outside FinalForms
Administrative High Alert – Flags students needing special attention
Sibling Sharing – Shares common form data across siblings
Best Practices
To ensure smooth management of student accounts, consider the following best practices:
Verify student IDs before syncing to your SIS.
Avoid editing enrollment dates unless absolutely necessary.
Use Filed Externally sparingly and with proper documentation.
Related Articles
For more information, check out these related articles:
Thank you for taking the time to learn about managing student accounts! If you have any questions, feel free to contact our Support Team for assistance.