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System Settings
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- Articles coming soon
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- Upload Students (Video)
- Upload Students
- Manage Students
- Upload Student Pictures
- User Accounts
- Upload User Accounts
- User Permissions
- Mass Updates
- Manage Family and Guests
- Printer Setup - 3" Thermal (Windows)
- Printer Setup - 3" Thermal (Mac) **Advanced Setup**
- Printer Setup - 3" Thermal Network (Mac) **Advanced Setup**
- Preparing for Next School Year
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Store
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- Articles coming soon
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- Creating a Transaction
- Scanning a Student ID
- Student Credit
- Student Credit - Credit Refunds
- Product Buttons
- Returns
- Printing Receipts
- Payment Type
- Modify Transaction - Post Sale
- E-mail Receipts
- ProPay: How to Void a Transaction
- ProPay: How to Process Credit Cards
- Reprint Receipt and Resend Receipt by E-mail
- Exporting Ticket Sales from Store to Ticketing for Checkin
- Changing Payment Type After Transaction has Completed
- Portal Purchased Product Pickup and Reports
- Discount Options
- PAX Credit Card Reader Setup
- Show all articles ( 3 ) Collapse Articles
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- Upload Students (Video)
- Upload Students
- Upload Student Pictures
- Student Type
- Student Spirit Points
- Student Credit
- Upload Student Credit
- Managing Student Credit
- Student Credit - Credit Refunds
- Manage Spirit Points
- Mass Updates
- Discount Options
- Manage Students
- Family and Guest Management
- Manage Family and Guests
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- User Accounts
- Upload User Accounts
- User Permissions
- Taxes
- Paysafe: PCI Compliance
- Cash Drawer (Connected to Thermal Printer)
- Cash Drawer (USB) Windows 10
- Product History (Link on Current Transaction)
- Product Agreement
- Accessing the Student Only Store Portal
- Configure your Portal and Products
- Portal Purchased Product Pickup and Reports
- My Account
- SFTP Automated Student Rosters
- Accessing the Open Store Portal
- ProPay (Heartland) Merchant Account
- School Logo
- PAX Credit Card Reader Setup
- Whitelist URL's
- Show all articles ( 4 ) Collapse Articles
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Voting
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- Adding an Election
- Adding Officer Positions
- Adding Candidates
- Election Preflight
- Removing Candidates
- Adding Pictures and Biographies
- Archive and Retrieve Old Elections
- Duplicate an Election
- Using Video Biographies
- Election Layout Options
- Preview an Election
- Write-in Candidates
- Create a Survey (Video)
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- User Accounts
- User Permissions
- Upload User Accounts
- Configure the Student Login Page
- Require Student E-mail
- Notifications for Unsuccessful Student Login Attempts
- Hobbies and Biography
- My Account
- Require Change Passwords
- SFTP Automated Student Rosters
- Google Single Sign On (SSO)
- School Logo
- Whitelist URL's
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Ticketing
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Interventions
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- Articles coming soon
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- User Accounts
- Upload User Accounts
- User Permissions
- Printer Setup - 3" Thermal (Windows)
- Printer Setup - 3" Thermal (Mac) **Advanced Setup**
- Printer Setup - 3" Thermal Network (Mac) **Advanced Setup**
- Interventions
- Bell Schedules
- My Account
- SFTP Automated Student Rosters
- School Logo
- Mass Updates
- Whitelist URL's
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Announcements
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Student / Family Portal
Manage Family and Guests
Family accounts allow a parent or guardian to be connected to multiple students at your school. They can purchase products on behalf of students and view purchase history for each student.
Guest accounts can reference a student name, but purchases in a guest account are not made on behalf of a student. Guest accounts are ideal for alumni, community members and extended family.

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Click System Settings from the bottom left side of the menu bar

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Select Users from the top menu
Manage Family and Guests

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To view Family or Guest accounts in your system, click Family or Guests from the sub menu.
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Click Add Family or Guest to manually create a new account. See below for more details on adding or editing a family member account.
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Checking one or more account will allow you to deactivate that account so they are no longer able to access the portal.
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Click Edit to modify an account. See below for more details on editing a student.
Add / Edit Family

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When you add or edit an account you will see a pop up modal to modify the details. Here you can set the name, Email and password.
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Guest type options are either Family or Guest. A Family account is directly connected to one or more students and the purchase will be linked to that student. A Guest account is not linked directly to a student and the purchase will be stored under the guest account.

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To connect a student to a parent account, select the student from this list.
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To remove a student from the family account, click the X next to the student name.

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To make a purchase that references a student type the name of a student into the text box.
A guest does not need to know a student ID number to link they can just type the name of a student into the text box.