Bio Banners - Invite Student & Parent to Portals (Student Orientation Video)

Bio Banners - Invite Student & Parent to Portals Your student will not have access to their portal until you send an invite and they create an account

 

Inviting a Student to their Portal

 

1) Go to any Student Record

2) Look at their At a Glance Bar

3) Click the blue lock icon to invite


 

4) Button will turn green indicating that the invite has been sent


 

Inviting a Parent contact to their Parent Portal

how to add parent contacts

 

Step 1: Click on the icon next to the student name to open the Bio Banner.  The icon can be found near the upper left, right next to the student's name. In Figure 1 there is a red arrow pointing at the icon.

 

 

 

Figure 1: The student profile, with a red arrow pointing towards the student records button. 

 

Step 2: Now that you are in student records click on contacts. This will open up the student's contact menu.  It is here that you can add the information for the parent/guardian of the student.

Figure 2: The location to Add New Contact.

 

Step 3: After you have added the contact information, the next step is sending the parent portal link.  This is done by simply clicking on the lock icon with invite written next to it. Figure 3 shows the exact location.  When you click this icon it will automatically send a parent portal invite to their email. If you choose to have more than one parent portal license per student record a message will take you to the next steps.

 

 

 

Figure 3: The location of the parent portal invite button.

 

Pro tip: After the parent or student signs in, come back to either of the "lock" icons, hover over the icon and see the last time either has signed into their portal.

 

Student Portal Orientation video