Before you start
Prepare the right information
- Confirm the recipient email and the student record inside the current tenant.
Workflow
Complete the task step by step
- 1
Open Students and select the correct student record.
- 2
Review the student and guardian email before creating an invitation.
- 3
Send or resend the time-limited invitation from the student record.
- 4
Ask the recipient to check junk or spam if the invitation is not in the inbox.
- 5
Review portal-visible lessons, documents, balances, waivers, and progress notes.
- 6
Deactivate access promptly when it is no longer appropriate.
Expected result
What success looks like
The portal invitations and visibility workflow is configured or understood, and the user knows the next dashboard step.
Public website impactNothing changes on the public website until an authorized user saves or publishes a setting that is designed to be public.
Troubleshooting
Common problems to check
- A portal user is not a dashboard staff user and cannot open another tenant's records.
Important
Keep these boundaries in mind
- A portal user is not a dashboard staff user and cannot open another tenant's records.