ARTICLE: Create a Host in People Management

ARTICLE: Create a Host Manually in People Management

Create a Host

1. Go to People Management > View Contacts
2. Click New Contact



Personal Tab

When creating the new contact, please be sure to include, First Name, Last Name, Email, Mobile and Default Language for the host.




Security Tab

1. Select the Role of Host
2. If you have Hosts logging into Reach, you can assign them a Username (usually an email address). If Hosts are approving ONLY by email, leave Username field blank.




Associations Tab

You need to associate the host with a boarder.  To do so: 
1. Click New Association



2. Person to Associate is the Name of the Boarder
3. Select "Host as the Type of Association
4. Allow Communications must be set to YES for the Host to receive an email to approve leave requests




IMPORTANT
Be sure to save BOTH the Association AND the newly created user. 







This newly created Host is now Associated with a Boarder and will appear in the dropdown the next time that boarder applies for a leave.



    • Related Articles

    • ARTICLE: Create a New User Manually

      Creating a New User Account Manually Go to People Management Click New Contact Click the Personal tab and fill in the appropriate fields Mandatory fields are First Name, Last Name, Email, Mobil Click the Security tab and fill in the appropriate ...
    • ARTICLE: Enable Create New Host in Leave Request

      Students and/or parents can have the ability to add associated hosts directly through a new leave request creation when enabled in System Configurations > Leave General.   When enabled, the parent(s) can approve the host and the host information ...
    • ARTICLE: How to Add a New Student to Reach

      New student profiles can be created / edited / deleted at anytime within your schools Reach portal. GO TO: People Management >> View Contacts >> Add New Contact NOTE: Use the search bar within the People Management screen, to check if your new ...
    • ARTICLE: How to Create a Leave Request - Staff

      Creating a Leave Request You can create a Leave Request on behalf of a student by selecting the Leave Management menu and Create New Leave Request menu item from the left side menu. You can also navigate to create a new leave request from the Manage ...
    • ARTICLE: Staff Mobile App User Guide

      Mobile App User Guide The Reach Mobile App is designed for use as a transaction platform, it is free and is available for use by all users with an account on your Reach Portal. The Mobile App provides access to the major transaction elements of the ...