Step-by-Step Guide

1. GO TO: People Management >> View Contacts >> Add New Contact
   

2. For adding new Parents or Guardians there are 3 compulsory sections that you need to add data to in order for the Parent or Guardian to function correctly in Reach.
   

   1. Personal Information is where we set the details for this specific user. Compulsory fields are;
      

      • First Name
        
      • Last Name
        
      • Email
        
      • Mobile Number
        

   2. Security Information is where we set the user type and their access credentials. Compulsory fields are;
      

      • Role Type in Reach (selector)
        
      • Username (only compulsory if requiring parents/guardians to log into Reach)
        
      • Password / Confirm Password (The Welcome Wizard feature, provides users with a quick way to setup their login)
        

   3. Associations is where you connect Parent / Guardian / Host profiles to a student profile.
      

      • Name of Associate
        
      • Relationship to the Associate
        
      • Whether Communications are to be sent