Welcome to our guide on linking existing parent accounts to students in FinalForms! This feature allows parents to manage forms, receive notifications, and stay connected with their child's progress. Whether you're adding a new guardian or linking a parent who already has an account, this document walks you through the process step by step.

Linking a parent account is useful in several scenarios:

• A parent already has a FinalForms account.

• A student was created without a parent being linked.

• A second guardian needs access to the student's information.

Follow these simple steps to connect a parent account to a student:

1. Go to Manage > Students.

2. Click Edit on the student's row.

3. In the Parent/Guardian section, click Add Parent.

4. Search for the parent by name or email.

5. Adjust permissions if needed.

6. Click Connect.

As an administrator, you can set specific permissions for parents, including:

• Setting a parent as Read-Only

• Adjusting email notification preferences

• Controlling document and form access

To ensure a smooth experience when linking parent accounts, consider the following best practices:

• Use Read-Only access for legal or custodial restrictions.

• Confirm email addresses before linking to avoid errors.

• Avoid creating duplicate parent accounts to maintain clarity.

For more information, check out these helpful articles:

• Creating and Editing Student Accounts

• Managing Student Documents

• Communicating with Students and Parents

We hope this guide helps you successfully link parent accounts to students in FinalForms. If you have any questions, feel free to reach out to our Support Team!