Generate Family Portal Access Codes

To send Family Portal Access Codes to families via email, you must first generate an access code template.

1.From the Family Portal Access task group, select Generate Access Code Template. The Generate Access Code Template page appears.

2.Enter search criteria as required. For more information, the section Search for Records.

3.Select Search.

4.The search results pop-up appears. Select View Results.

5.From the list of retrieved students, do one of the following:

a.Select the checkbox(es) for the student(s) whose access codes you wish to generate.

b.Select the checkbox at the top of the table to generate access codes for all retrieved students.

6.Above the retrieved students, select and then do one of the following:

a.To export all students in the search results, select Export All to Excel.

b.To export only selected students, select Export Selected to Excel.

7.The template downloads to your computer. Open it and, in the Send Access Code to This Email Address column for each student, enter the email address of the recipient you wish to receive the student’s access code.

8.Save and close the template.