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Parent Accounts

To set up your Parent Accounts, please click "Settings" and then "Parents".  Please note you must be logged in as the main IntelliBoard subscriber.  If you do not see "Parents" please review the IntelliBoard Subscription Levels here and click "Compare Plans".

For more information about the Parent Accounts, click here.

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You have two options to create Parent Accounts:  1) Import Parent Accounts or 2) Add Users (Manual)

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1: Steps to Import Parent Accounts

Settings.Parent.Import.png Step 1: The Import works with an chosen CSV file.  Click "Download blank CSV file" or "Download Sample CSV file" for your template.
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Step 2: Create your CSV file. Your row 1 titles and columns MUST match the provided template for the import to work.  The first three columns (circled; firstname, lastname, email) are required.  Column M (second circle, students) is required if you wish to associate your learners with the parent account automatically. You can decide to manually assign learners after the import.

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Step 3: If you wish to associate learners with their parent accounts automatically, add the students' user ID number separated by the | character ("Uppercase Slash").Do not add additional spaces between the user IDs and the | character.

Hint: Use your Learner Demographic Report (Column 1) for a quick reference of Learner ID numbers.

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Step 4: Review the following page and click next. Fill in Default Values, if desired, which will populate any fields that were left blank. 

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Step 5:  If you did not automatically assign your learners as part of the import, go to Step 6.  

If you did assign learners, go on to Step 8 to send access.

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Step 6: If you did not automatically assign your learners, find the appropriate parent account and click "Manager Learners".

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Step 7: Choose learners to associate with the chosen parent account. You can search for a learner at the top of the window. Click "Assign" to link the learners with the parent account.  Click "Unassign" to remove the learners from the parent account.

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Step 8: Find the appropriate parent and Send Access to notify parent of IntelliBoard account.

 

2: Steps to Add Users (Manual)

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Step 1: Add information related to Parent Account.  First Name, Last Name, Email, and Password are required.  Note: The parent can change his/her password at a later date. 

Important Note: If you have more than one LMS Moodle Site connected to your IntelliBoard account, please select the correct Moodle instance from the drop down menu (last row).

Settings.Parents.Notification.png Step 2: You have manually created the account.  You can choose to notify the Parent of the account creation, or you can do this at a later time.  To send notification, please add a message and click "Send Notification".  To wait, please press "close".
Settings.Parents.Manager_Learners.png Step 3: Find the appropriate parent account and click "Manager Learners".
Settings.Parents.Manager_Learners.png Step 4: Choose learners to associate with the chosen parent account. You can search for a learner at the top of the window. Click "Assign" to link the learners with the parent account.  Click "Unassign" to remove the learners from the parent account.
Settings.Parents.Send_Access.png Step 5: Find the appropriate parent and Send Access to notify parent of IntelliBoard account.

 

Edit or Delete a Parent Account

To edit or delete a Parent Account, please click the user.  "Edit" and "Delete" (circled) will appear.  

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"Edit" will allow you to change the user name, password, and LMS instance.  Delete removes the Parent Account from IntelliBoard.

Want more help? Just click here.

 

 

 

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