Parent Account Management

Edited

Welcome to the guide on managing parent accounts in FinalForms! This article will help you understand the various roles involved, the functionalities available on the Parents page, and how to manage parent accounts efficiently.

Roles Involved

The key roles that interact with the Parents page include:

  • Registrar

  • AD (Athletic Director)

  • Secretary

Overview of the Parents Page

The Parents page is a powerful tool that allows administrators to manage parent accounts, connect students, send account notifications, and track enrollment-related access. Here’s what parents can do through their accounts:

  • Complete and sign forms

  • View student information

  • Enroll students in sports, activities, or groups

What You Can Do on the Parents Page

From the Manage > Parents section, you can perform a variety of tasks, including:

  • Create, edit, lock, or delete parent accounts.

  • Attach or remove students from parent accounts.

  • Filter parents by school, status, sport, activity, or group.

  • Export parent data.

  • Send account notifications such as confirmations and password resets.

Smart Account Management (Important)

FinalForms simplifies family connections through automatic management features:

  • When you add a second parent on the Contact Information form, it:

    • Creates or connects the new parent account.

    • Sends a confirmation email.

  • Updating a parent’s email address will:

    • Update both their account and the Contact Information form.

This automation significantly reduces manual administrative work, making your job easier!