Editing a Parent Account

Edited

Welcome to our guide on editing parent accounts in FinalForms! Whether you need to update your contact details, permissions, or language settings, this article will walk you through the process step by step. Let's get started!

You can edit parent accounts to ensure all information is up to date. This includes updating contact details, permissions, language settings, and managing connected students.

How to Edit a Parent

Follow these simple steps to edit a parent account:

  1. Go to Manage > Parents.

  1. Click Edit on the parent's row.

  2. Make the necessary changes.

  3. Click Update Parent.

Available Edit Options

When editing a parent account, you have several options available:

  • Email AddressAn email address is required for a parent account to be created and to access FinalForms. This will serve as their username for logging in and managing students.

  • TranslationEnable/disable translation of pages on FinalForms for different languages. (We use Google Translate's algorithm for our translations).

  • Security - Set and manage parent Multi-Factor Authentication.

  • Student Accounts - View/Edit connected Student accounts.

    • Set Read-Only - Click the Edit Record button to mark a parent as Read-Only. This limits their ability to edit or access student forms in a custody situation.

    • Manage Email Opt-Ins - Adjust a parent's notification email settings.

  • Lock AccountChecking this box prevents the parent from logging in to FinalForms and from viewing or managing their students. It will also prevent them from receiving any email.

  • Incident ReportsKeep track of all incident reports and any extenuating circumstances in which the student was involved.

  • NotesAdditional space for any important or relevant information that is otherwise not within their account

When to Lock Instead of Delete

Sometimes, you may need to lock a parent account rather than delete it. Here are the benefits of locking:

  • Preserves history

  • Prevents login

  • Stops email notifications

By following these guidelines, you can effectively manage parent accounts in FinalForms. If you have any questions or need further assistance, feel free to contact our Support Team!