To create a parent/child relationship:
  1. Start from your Core persona.
  2. Navigate to Users/Access > Profile > Edit User Profile Data.
  3. Search for the Student, or the user you would like to give the Parent role to (if they are already in the system - if not, search the Student).
  4. Scroll down to the Relationships section on the right of the user's profile. 
  5. Click the Add button.
  6. Select the relationship you are adding. For example, if you searched the Student's profile, you can select Parent from the "I am adding a" drop down.
  7. Select if you want this user to have Parental Access and/or List As Parent for the user you're creating the relationship with. For more information on Parental Access and List As Parent, see this article: What is the difference between "List as Parent" and "Give Parental Access"?
  8. Click Next.
  9. If the user you are adding as a relationship already exists in your database, click Search for an existing user > click Next > and search for that user > then click Save & Exit.
  • If the user does not already exist in your database, select Add a new user > click Next > create your new user > then click Save & Exit.