How to setup the Parent Portal Role
- 14 Dec 2023
- 19 Minutes to read
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How to setup the Parent Portal Role
- Updated on 14 Dec 2023
- 19 Minutes to read
- Print
Article Summary
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Setting up parent roles allows administrators the ability to determine what tabs on the main toolbar parents will be able to view in the Connect Portal.
- From the Setup menu, click Admins
Click Actions, the select Setup Roles
From the Role drop-down, select Family Portal (Not Allowed). Please Note: "Not Allowed" implies this role is for parents only, not for administrators
Select the permission for each Activity ID
- No Permission - this activity/field is hidden from parents
- All Permissions - parents have the ability to view and edit this activity/field
- Read Only - parents can only view this activity/field, but unable to make changes
Connect Portal Activity IDs
Below is a list of all Activity IDs associated with the Connect (Parent) Portal
| Activity ID | Title | Description | Navigation |
|---|---|---|---|
| 845 | Attendance Menu | Allows the Attendance tab to display. This tab displays a student's schedule, attendance, and where parents pick days for parent managed classrooms | Home screen |
| 846 | Personal | Allows the Personal tab to display. This tab displays the student, guardian(s), and emergency contact information | Home screen |
| 847 | Registration | Allows the Registration tab to display. This is where parents register for programs and events via the Connect Portal | Home screen |
| 848 | Camps | Allows the Camps tab to display. This is where parents register for camps via the Connect Portal | Home-screen |
| 849 | Calendar | Allows the Calendar tab to display. This tab allows parents to view online calendars and events setup by administrators | Home screen |
| 850 | Communication | Allows the Communication tab to display. This tab displays documents, links, and staff profiles | Home screen |
| 851 | Auto-Pay | Allows the Auto-Pay tab to display. This allows parents to register for auto-pay and view auto-payment methods and details | Home screen |
| 886 | Payment Notes | Determines if parents are able to leave notes for one time payments - these notes will not display on the admin side | Make Payment > Pay Now |
| 909 | Registration Search | Determines if parents are able to search for programs during registration. Selecting No Permission will hide the search feature for registration. Parents will be required to pick the program by selecting a category then program | Registration |
| 925 | Attended Previous Summer Program | Displays the field - Attend Previous Summer Program | Personal > Update Information |
| 926 | Attended Previous After School Program | Displays the field - Attend Previous After School Program | Personal > Update Information |
| 927 | Is child allergic to food or other substances | Displays the field - Is child allergic to food or other substances and provides a free text field | Personal > Update Information |
| 928 | Is child usually susceptible to infections | Displays the field - Is child usually susceptible to infections and if so, what precautions need to be taken and provides free text field | Personal > Update Information |
| 929 | Is child subject to convulsions | Displays the field - Is child subject to convulsions and what should be our procedure if one occurs and provides free text field | Personal > Update Information |
| 930 | Is there any physical condition | Displays the field - Is there any condition that we should be aware of and what precautions should be taken (heart trouble, foot problem, hearing impairment, hernia, etc.) and provides free text field | Personal > Update Information |
| 931 | Accommodations | Displays the free text field - Accommodations | Personal > Update Information |
| 932 | Consent for the child photograph | Displays the field - Do you provide consent for the child photograph to be released | Personal > Update Information |
| 933 | Booster Seat | Displays the field - State statues require any child under the age of 8 years old and under 80 lbs. be transported in a booster seat while in any vehicle with seat belts. My child weighs less than 80 lbs. | Personal > Update Information |
| 934 | Insect Repellent | Displays the field - Insect Repellent: Center will provide Cutter All Family Pump Spray, 7% Deet. I authorize Center to apply insect repellent to my child | Personal > Update Information |
| 935 | Sunscreen | Displays the field - Sunscreen: I authorize my child to self-apply sunscreen to the extent possible, and for Center staff to provide assistance to my child in applying sunscreen as necessary to ensure adequate coverage | Personal > Update Information |
| 936 | Swim Level | Displays the field - Child swim level with a drop-down | Personal > Update Information |
| 937 | Swim Concerns | Displays the field - Any swim concerns and a free text field | Personal > Update Information |
| 938 | Pickup Notes | Displays the field - Pickup Notes and a free text field | Personal > Update Information |
| 939 | Extra T-Shirt | Displays the field - Request Extra T-Shirt | Personal > Update Information |
| 940 | Food/Milk Allergy | Displays the field - Is child allergic to Food/Milk and a free text field | Personal > Update Information |
| 941 | Special Food Needs | Displays the field - Have special food needs and a free text field | Personal > Update Information |
| 942 | Medical Allergy | Displays the field - Is child allergic to any Medications | Personal > Update Information |
| 943 | Environmental Allergy | Displays the field - Does child have any Environmental allergies | Personal > Update Information |
| 944 | Other Allergy | Displays the field - Does child have any Other allergies | Personal > Update Information |
| 945 | EPI Pen | Displays the field - Child will have an epi-pen at site | Personal > Update Information |
| 946 | Asthma | Displays the field - Does you child have asthma and use an inhaler and provides a free text field | Personal > Update Information |
| 947 | Motor Disorder | Displays the field - Does child have cerebral palsy/motor disorder. See Activity ID 977 to display a free text field | Personal > Update Information |
| 948 | Diabetes | Displays the field - Does child have Diabetes and provides a free text field | Personal > Update Information |
| 949 | Seizures | Displays the field - Does child have Epilepsy/Seizures - See Activity ID 976 to display the Date field | Personal > Update Information |
| 950 | Chickenpox | Displays the field - Has child had chickenpox and provides a Date field | Personal > Update Information |
| 951 | Glasses | Displays the field - Does child wear Glasses or Contacts | Personal > Update Information |
| 952 | ADD/ADHD | Displays the field - Does child have ADD/ADHD and provides a free text field | Personal > Update Information |
| 953 | Autism | Displays the field - Does child have Autism Spectrum and provides a free text field | Personal > Update Information |
| 954 | Behavioral Issues | Displays the field - Does child have any Behavioral Issues and provides a free text field | Personal > Update Information |
| 955 | Other Special Care | Displays the field - Does child have any other conditions that may require special care and provides a free text field | Personal > Update Information |
| 956 | Additional Support Services | Displays the field - Does child receive additional support services or one-on-one support during the school year and provides a free text field | Personal > Update Information |
| 957 | One-on-one support | Displays the field - Does your child receive additional support services or one-on-one support during the school year and provides a free text field | Personal > Update Information |
| 958 | Medications | Displays the field - Medications (prescribed and over-the-counter) your child takes regularly between program times. Please list the name of medication and the time of day to be administered | Personal > Update Information |
| 959 | Participation Restrictions | Displays a free text field - I feel my child can participate in program activities without restrictions (if no, my child can participate with the following restrictions or accommodations). (See Activity ID 979 for Yes/No response) | Personal > Update Information |
| 960 | Triggers | Displays the field - Specify triggers that may cause problems and steps staff should follow | Personal > Update Information |
| 961 | When to call parents | Displays the field - When to call parents regarding symptoms or failure to respond to prescribed treatment | Personal > Update Information |
| 962 | Special Training | Displays the field - Identify any program staff to whom you have given specialized training/instructions to help treat symptoms | Personal > Update Information |
| 976 | Seizure Date | Displays a Date field next to the question: Does child have Epilepsy/Seizures | Personal > Update Information |
| 977 | Motor Disorder Information | Displays the free text box next to Does child have cerebral palsy/motor disorder (Activity ID 947) | Personal > Update Information |
| 978 | Cognitive Information Detail | Displays the field - Have cognitive/learning disabilities and a free text field | Personal > Update Information |
| 979 | Participation Restrictions Indicator | Displays Yes/No/Not Answered indicator for I feel my child can participate in program activities without restrictions (if no, my child can participate with the following restrictions or accommodations). Activity ID 959 must be turned on for this field to display | Personal > Update Information |
| 980 | Medications Indicator | ||
| 981 | Other Medication Indicator | Displays the field - My child will have other medications at site and provide a free text field | Personal > Update Information |
| 982 | Other Medication Detail | ||
| 983 | Reassessment Information | Displays the field - When to consider that the condition requires emergency medical care or reassessment | Personal > Update Information |
| 987 | Summer School | Displays 3 questions - My child will go directly to his/her summer school program from home, My child will depart their summer program to attend their summer school program, and My child will arrive at their summer program from their summer school program. Each question has a Yes, No, N/A indicator and a Time field | Personal > Update Information |
| 988 | Student Email | Displays the field - Email | Personal > Update Information |
| 989 | Student ID | Displays the field - Student ID | Personal > Update Information |
| 990 | Custody Papers | Displays the field - Custody papers have been provided | Personal > Update Information |
| 991 | Insurance | Displays the fields - Insurance Covered (Yes, No, N/A), Insurance Company field, and Health Policy Number field | Personal > Update Information |
| 992 | Hospital | Displays the fields - Hospital Preferred, Hospital Address, and Hospital Phone | Personal > Update Information |
| 993 | In an Emergency Call First | Displays the field - In an Emergency Call First | Personal > Update Information |
| 994 | First Release | Displays the field - First Release with a drop-down menu including guardians and contacts | Personal > Update Information |
| 995 | May not remove my child | Displays the field - The following person(s) may not remove my child from the facility and provides 2 text boxes | Personal > Update Information |
| 996 | Date of Last Tetanus | Displays the field - Date of Last Tetanus | Personal > Update Information |
| 997 | Additional Comments | Displays the free text field - Additional Comments | Personal > Update Information |
| 998 | Special Instructions | Displays the free text field - Special Instructions | Personal > Update Information |
| 999 | Percentage Paid | Displays the field - Percentage Pay | Personal > Parents/Guardians > Update Information |
| 1000 | Sponsor Indicator | Displays the field - Sponsor (Yes/No) | Personal > Parents/Guardians > Update Information |
| 1001 | Employee Indicator | Displays the field - Employee (Yes/No) and a free text field | Personal > Parents/Guardians > Update Information |
| 1002 | Employer/School Information | Displays 7 fields - Employer/School Name, Location, Address, City, State, Zip, Phone | Personal > Parents/Guardians > Update Information |
| 1003 | Release Limitations/Notes | Displays the field - Release limitations/notes | Personal > Contacts (Add new or Update Information) |
| 1004 | Contact Type | Displays the drop-down - Contact Type (Emergency Release, Doctor, Do Not Release, etc.) | Personal > Contacts (Add new or Update Information) |
| 1128 | Allow Recurring Setup | Displays the drop-down - Recurring and First Payment Date field | Auto-Pay > Add New Payment Method |
| 1149 | View Statement Details | Allows parents to click View Details under each Fee line item | Statements > View Details |
| 1151 | Custom Auto Pay Message Agreement Checkbox | Adds a checkbox above the Save button to agree to the charges | Auto-Pay > Add New Payment Method |
| 1163 | Summary Year End | Allows parents to pull a PDF version of the year end tax statement | Statements > Summary Year End |
| 1164 | Scholarship | ||
| 1180 | Show Credit Card as Autopay Payment | Allows parents to setup a credit card for auto-payments. If no permissions is selected, only ACH can be setup | Auto-Pay > Add New Payment Method or Change (on existing) > "Payment Type" |
| 1181 | Recurring Option - Full Amount | Allows parents to select full amount as an option to have recurring payments made | Auto-Pay > Add New Payment Method or Change (on existing) > Recurring |
| 1182 | Recurring Option - Weekly | Allows parents to select weekly as an option to have recurring payments made | Auto-Pay > Add New Payment Method or Change (on existing) > Recurring |
| 1183 | Recurring Option - Bi Weekly | Allows parents to select bi weekly as an option to have recurring payments made | Auto-Pay > Add New Payment Method or Change (on existing) > Recurring |
| 1184 | Recurring Option - Monthly | Allows parents to select monthly as an option to have recurring payments made | Auto-Pay > Add New Payment Method or Change (on existing) > Recurring |
| 1195 | Resides With | Displays the field - Resides With | Personal > Update Information |
| 1196 | Telephone Authorization Code | Displays the field - Telephone Authorization Code | Personal > Update Information |
| 1197 | Doctor Name | Displays the field - Doctor Name | Personal > Update Information |
| 1198 | Doctor Address | Displays the field - Doctor Address | Personal > Update Information |
| 1199 | Doctor Phone | Displays the field - Doctor Phone | Personal > Update Information |
| 1200 | Asthma/Inhaler | Displays Field - If child has asthma, will the child have inhaler on site | Personal > Update Information |
| 1201 | Upload Picture | Displays the field - Picture: click to upload a picture | Personal > Update Information |
| 1202 | Information Record | Allows parents to view the student's information record in PDF format | Personal > Information Record |
| 1203 | Vacations | Allows parents to request vacation days | Personal > Update Information > Vacations |
| 1204 | Display Daily Log | Allows parents to view the Daily Log | Personal > Update Information > Log |
| 1228 | Print Student Class Schedule | Allows parents to print a student's schedule | Schedule > Print Student Class Schedule |
| 1231 | Custom One Time Payment Message Agreement Checkbox | Places a checkbox above the Submit Payment button. The wording can be updated….. | Make Payment > Pay Now |
| 1235 | Export Calendar | Allows parents to export the student's monthly schedule into a PDF calendar format | Schedule > Export Calendar |
| 1236 | School Attending | Displays the field - School Attending with a drop-down including all the centers at the location | Personal > Update Information |
| 1237 | Export Statement to Excel | Allows parents to pull a statement for selected dates in Excel format | Statements > Statement > Export to Excel |
| 1238 | View Statement link (PDF Statement report) | Allows parents to view the current statement in PDF format | Statements > View Statement |
| 1241 | Allow Auto-Pay Replace From One Time Payment Page | Adds "Replace Auto-Pay Account" drop-down | Make Payment > Pay Now |
| 1242 | Allow parent to inactivate/active Auto-Pay account | Allows parents to mark a payment method as active or inactive | Auto-Pay > Deactivate/Activate |
| 1243 | Allow parent to edit Auto-Pay account | Allows parents to edit the auto-pay account on file | Auto-Pay > Change |
| 1244 | Allow parent to delete Auto-Pay account | Allows parents to remove the auto-pay account on file | Auto-Pay > Remove |
| 1251 | Dentist Name | Display the field - Dentist Name | Personal > Update Information |
| 1252 | Dentist Practice | Display the field - Dentist Practice | Personal > Update Information |
| 1253 | Dentist Address | Display the field - Dentist Address | Personal > Update Information |
| 1254 | Dentist Phone | Display the field - Dentist Phone | Personal > Update Information |
| 1255 | Guardian E-Signature | After submitting registration, a signature option comes up | Registration > Submit Registration |
| 1256 | Add Linked Accounts | Allows parents to link accounts across multiple centers | Account > Linked Accounts |
| 1257 | Active Status | Allows parents to make a contact as Active/Inactive | Personal > Contacts (Add new or Update Information) |
| 1258 | Appearance Attributes | Displays 4 fields - Height, Weight, Hair Color, and Eye Color | Personal > Update Information |
| 1259 | Add New Student | Allows parents to add a new student to the family | Personal > Add New Student |
| 1260 | Display Absent/Vacation | Allows parents to view attendance list and vacation/absent list by student in a table format | Schedule > View Attendance |
| 1261 | Health Table Label | Displays the section title "Health" on the student's Information Summary | Personal > Update Information |
| 1262 | Picture | Displays the field - Picture: Choose File | Personal > Parents/Guardians > Update Information |
| 1263 | Save pymt details as registered pymt method Tempus | Displays a checkmark next to Save payment method to my account | Make Payment > Pay Now |
| 1264 | Show Manage Pymt Methods Link (Tempus) | Card Connect clients only - allow parents to adjust payment methods when multiple cards are on file | Make Payment > Pay Now |
| 1268 | Display Uneditable Reconfirmation Text | ||
| 1271 | Display Security Questions | Allows parents to setup security questions, which can be used if they need to reset their password on their own using the Password Reminder link on the login screen | Account > Security Questions |
| 1278 | Statement Tile (Metro View) | Allows the Statements tile to appear on the home screen. This screen is where parents can view statement details, year end summary, etc. | Home screen |
| 1282 | Grade | Displays the drop-down field Grade | Personal > Update Information |
| 1283 | Register New Student | Allows parents to register a new student | Personal > Student drop-down > Add New Student |
| 1284 | Does your child have an IEP | Displays the field - Does your child have an IEP | Personal > Update Information |
| 1285 | Upload IEP Document | Allows parents to upload an IEP | Personal > Update Information |
| 1287 | In District | Adds an "In District" indicator | Personal > Update Information |
| 1288 | Primary Language | Displays the field - Primary Language | Personal > Update Information |
| 1289 | Secondary Language | Displays the field - Secondary Language | Personal > Update Information |
| 1290 | Interpreter Needed | Displays the field - Interpreter Needed (Yes, No, N/A) | Personal > Update Information |
| 1291 | Interpreter Language | Displays the field - Interpreter Language | Personal > Update Information |
| 1292 | Attended Previous Preschool, Pre-K, or K program | Displays 2 fields - Attended Previous Preschool, Pre-K, or Kindergarten Program and If yes, where | Personal > Update Information |
| 1295 | E-Signature | Displays the field - Electronic Signature on the guardian profile | Personal > Parents/Guardians > Update Information |
| 1296 | View Daily Sheets | ||
| 1312 | Pre-screening for early entrance GPS | Displays the field - "Has your child been pre-screened for early entrance into kindergarten at any GPS location this school year?" | Personal > Update Information |
| 1313 | School Attending for Kindergarten | Displays the field - School your child will be attending Kindergarten | Personal > Update Information |
| 1327 | Display program child is attending | ||
| 1328 | Display semester child is enrolled in | ||
| 1330 | Room Change Request (Calendar Tab) | Adds the Calendar tab on the Schedule screen | Schedule > Calendar |
| 1350 | Immunization Dates Link | Allows parents to add/edit immunization dates | Personal > Update Information > Immunization Dates |
| 1367 | Daily InSite Tile | Allows parents to view the Daily InSites tab | Home screen |
| 1395 | Set Guardian 2 to N/A | Add a button to set guardian 2 as N/A instead of requiring information be added | Personal > Parents/Guardians > "Set Guardian 2 to N/A" |
| 1431 | Preferred Statement Method | Displays the field - Preferred Statement Method with a drop-down on the guardian profile | Personal > Parents/Guardians > Update Information |
| 1521 | Home Room Teacher | Displays the field - Home Room Teacher with a drop-down to select the staff member | Personal > Update Information |
| 1522 | Immunization Waiver For Religious Reason | Displays the field - For religious reasons this child should not be immunized | Personal > Update Information |
| 1523 | Immunization Waiver For Personal Conviction | Displays the field - For personal conviction reasons this child should not be immunized | Personal > Update Information |
| 1527 | Profile Section | Allows parents to view staff profiles | Communication > Profile |
| 1545 | Show Prepaid Deposits | Allows parents to view prepaid deposits | Statements > Show Prepaid Deposits (top right) |
| 1550 | Recurring Amt Text Leave blank to pay full balance | Add or remove the text next to the Recurring Amount field "Leave blank to pay full balance" on Payment Method setup | Auto-Pay > Add New Payment Method or Change (on existing) > Recurring |
| 1551 | Auto Pay Do Not Exceed Balance | Turns on "Do not exceed balance" Yes/No field on Auto-Pay screen | Auto-Pay > Add New Payment Method |
| 1560 | Room Change Request Edit/Delete Button | Adds the option for parents to request a schedule change | Schedule > Edit icon to the left of program details |
| 1593 | Sleep Position | Allows parents to select the sleep position of the student | |
| 1596 | Birthday | Allows the guardian birthday to display | Personal > Parents/Guardians > Update Information |
| 1614 | Recurring Option - Bi Monthly | Allows parents to select bi monthly as an option to have recurring payments made | Auto-Pay > Add New Payment Method or Change (on existing) > Recurring |
| 1616 | Store | Allows parents to view the Store tab | Home screen |
| 1617 | Volunteer | Allows parents to view the Volunteer tab | Home screen |
| 1659 | Edit Immunuzation Link | Adds an Edit Immunization link on the Cart screen during registration. This allows parents to enter immunization dates | Registration > Enroll > Edit Immunization |
| 1669 | Other | Displays the free text field - Other | Personal > Update Information |
| 1670 | Best Phone | Displays the field - Best Phone for parent/guardian | Personal > Parents/Guardians > Update Information |
| 1671 | Best Location | Displays the field - Best Location for parent/guardian | Personal > Parents/Guardians > Update Information |
| 1672 | Hours of Employment | Displays the field - Hours of Employment for parent/guardian | Personal > Parents/Guardians > Update Information |
| 1673 | Cell Phone | Displays the field - Cell phone for Contacts | Personal > Contacts (Add new or Update Information) |
| 1674 | Employer/School ID | Displays the field - Employer/School ID for parent/guardian | Personal > Parents/Guardians > Update Information |
| 1713 | Change User ID | This option allows parents to change their user name | Account > Change ID |
| 1743 | Address 2 field | Displays the field - Address 2 for parent/guardian | Personal > Parents/Guardians > Update Information |
| 1744 | Address 2 field | Displays the field - Address 2 for student information | Personal > Update Information |
| 1745 | Relationship Status | Displays the field - Relationship Status with a drop-down | Personal > Parents/Guardians > Update Information |
| 1760 | Race | Displays the field - Race with a drop-down | Personal > Update Information |
| 1761 | Ethnicity | Displays the field - Ethnicity with a drop-down | Personal > Update Information |
| 1762 | Communicable Diseases | Displays the field - Has Communicable Diseases | Personal > Update Information |
| 1763 | Immunizations Up To Date | Displays the field - Are Immunizations up to date | Personal > Update Information |
| 1767 | Annual Income | Displays the field - Annual Income on the guardian profile | Personal > Parents/Guardians > Update Information |
| 1768 | Household Size | Displays the field - Household Size on the guardian profile | Personal > Parents/Guardians > Update Information |
| 1794 | Marital Status | Displays the field - Martial Status with a drop-down on the guardian profile | Personal > Parents/Guardians > Update Information |
| 1795 | Ethnicity | Displays the field - Ethnicity with a drop-down on the guardian profile | Personal > Parents/Guardians > Update Information |
| 1796 | Race | Displays the field - Race with a drop-down on the guardian profile | Personal > Parents/Guardians > Update Information |
| 1809 | Select/De-Select All Parent Managed Days | Select/Deselect all available parent managed days for the student and month displayed for a particular registration room | Schedule/Attendance icon |
| 1815 | Family (combined) Income Level | Displays the field - Family (combined) income Level with a drop-down | Personal > Parents/Guardians > Update Information |
| 1821 | Child Document Link | Allows parents to upload documents to the student's record | Personal > Child Documents |
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