Guardian contacts and Parent Portal invitations

Review the guardian list

1. 1Step 1. Open Students → Guardians.
2. 2Step 2. Search for the guardian and check their name, phone, email and relationship.
3. 3Step 3. Use the pupil’s record to review the child’s guardian details and links.
4. 4Step 4. Correct the existing contact when appropriate rather than creating repeated contacts for the same adult.

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Review the guardian list

Desktop app view · Example data

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Manage portal access

1. 1Step 1. Use the guardian’s action menu and choose Manage portal access or Portal access.
2. 2Step 2. Confirm the email belongs to the intended guardian.
3. 3Step 3. Follow the activation or invitation action displayed. An active portal account and a sent invitation describe different states.
4. 4Step 4. Ask the guardian to sign in to the Parent Portal with the matching Warmkeys account.
5. 5Step 5. Check the intended child appears under the correct school.

Resolve a missing child or invitation

• If no email is saved, collect and correct it before sending a portal invitation.
• If an invite was sent to the wrong address, correct the school record and review portal access before resending.
• A family with several children needs the correct guardian links for each child.
• A child appearing in the portal does not make an unapproved or open-term report available. Check report release separately.