Parent Portal Unlimited Contacts - Admin View SwiftK12-151

Parent Portal  

Parent Portal - Unlimited Contacts - Admin View

 

This article will show you how to view, edit or add information for a parents contact information or preferences from the administrative side.

 

Admin PowerSchool View - Student Record-Unlimited Contacts.

 

 

Admin SwiftK12 Contact Preferences View - Student Record

 

 

 

If you would like to edit contact information or alert preferences on a contacts behalf, click the blue contact information button that corresponds with the contact record you would like to edit.

Once you have clicked the blue Contact Information box the screen view will change to the Contact Information page.

 

 

 

 

 

You can choose to edit the contact information you are seeing on the screen, click the blue edit box next to the contact method you would like to edit. You will now see the below screen.

 

 

You can choose to edit the Alert Preferences for a contact method as well. To do this, click on the orange Alert Preferences box next to the contact method you would like to edit the preferences for.

 

 

Once you have clicked the orange Alert Preferences button the below Alert Preferences box will appear on the screen to allow you to make your necessary changes.

 

Once you have made your changes, click the green Save button on the bottom left of the box.

 

You can also add a new contact method by clicking on the green + Add New Field box.

 

Once you have clicked the green + Add New Filed box, the below + New Contact Field box will appear on the screen.

 

 

You can now add a new landline phone number, mobile phone number or email address.

Note: If you are adding a Mobile Number, make sure after you have added the mobile phone number remember to edit the contact information and check off the - enable SMS Messages to this number box, if the contact would like to receive SMS Messages.

 

 

Special notes regarding this article

 

All contacts attached to the parent portal must login to opt-in otherwise only the contact #1 is in by default.  If any one (1) contact updates preferences, then all contacts must update to opt-in as that update replaces the defaults. Therefore we recommend starting with only one (1) default contact.

In other words, in split family households both parents must login to set preferences but contact #1 would be in by default prior to manual adjustments.  Ideally contact #1 completes the process first then contact #2.  If no contact makes any adjustments, then only contact #1 will be reached. If contact #2 updates and contact #1 does not, then only contact #2 receives communication until contact #1 logs in.

Once a contact's preferences are set manually one time, it will remain until they edit it again regardless of other contacts.  Contacts only see their own information not that of all contacts in the public portal. The school can opt-in on behalf of parents if needed through the admin screens shown too but it's important to understand that if that is the first time setting preferences then multiple parents may need adjusting.

 

 
 
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