Create Parent Accounts | Scribe

    Create Parent Accounts

    • Missouri Connections Training |
    • 26 steps |
    • 2 minutes

      Option 1 - Create One Parent Account

      1
      From your site admin/staff account click "Portfolios & Groups" and "Manage Active Portfolios"
      From your site admin/staff account click "Portfolios & Groups" and "Manage Active Portfolios"
      2
      Select your Search Mode from the following options: "Last Name begins with", "Group", "Graduation Year", or "All Users in Site", then click "Generate New List"
      Select your Search Mode from the following options: "Last Name begins with", "Group", "Graduation Year", or "All Users in Site", then click "Generate New List"
      3
      Scroll down. Click "Create" next to the student you would like to create a parent account for
      4
      Click "Add New Parent Account"
      5
      Enter the required information. Usernames must contain at least 6 characters and are NOT case sensitive. Passwords must be at least 8 characters and include one capital letter, one lowercase letter, and one number. Then click "Add"
      Enter the required information. Usernames must contain at least 6 characters and are NOT case sensitive. Passwords must be at least 8 characters and include one capital letter, one lowercase letter, and one number. Then click "Add"
      6
      The parent account you just created will now appear. You are able to create one or multiple parent accounts for each student/user account

      Option 2 - Batch Upload Multiple Parent Accounts

      7
      From your site admin/staff account click "Portfolios & Groups" and "Manage Active Portfolios"
      From your site admin/staff account click "Portfolios & Groups" and "Manage Active Portfolios"
      8
      Select your Search Mode from the following options: "Last Name begins with", "Group", "Graduation Year", or "All Users in Site", then click "Generate New List"
      Select your Search Mode from the following options: "Last Name begins with", "Group", "Graduation Year", or "All Users in Site", then click "Generate New List"
      9
      Select "Create Parent Account Upload Template" from the drop-down box of available portfolio tasks
      Select "Create Parent Account Upload Template" from the drop-down box of available portfolio tasks
      10
      Click "Select" to select all portfolios, or select individual portfolios you want to create parent accounts for by clicking the box next to their name. Then click "Execute Task"
      Click "Select" to select all portfolios, or select individual portfolios you want to create parent accounts for by clicking the box next to their name. Then click "Execute Task"
      11
      Download the excel document when prompted, then click "Enable Editing"
      Download the excel document when prompted, then click "Enable Editing"
      12
      Enter the required information. Email is not required but it is helpful. Usernames must contain at least 6 characters and are NOT case sensitive. Passwords must be at least 8 characters and include one capital letter, one lowercase letter, and one number.
      Enter the required information. Email is not required but it is helpful. Usernames must contain at least 6 characters and are NOT case sensitive. Passwords must be at least 8 characters and include one capital letter, one lowercase letter, and one number.
      13
      When complete, click "File" and save the document to your device
      14
      Navigate back to Missouri Connections and click "Other Accounts" and "Create and Update Parent Accounts"
      Navigate back to Missouri Connections and click "Other Accounts" and "Create and Update Parent Accounts"
      15
      Click "Choose File" to find and select the file you just created and saved
      Click "Choose File" to find and select the file you just created and saved
      16
      Click "Trial run" and "Upload Parents"
      Click "Trial run" and "Upload Parents"
      17
      If there are any upload errors, a red status code will appear. If there are no errors you can proceed. If there are errors click "Parent Upload Status Codes" to see what the error is. After identifying records with errors, update the excel document as needed and re-save it. You can complete as many trial runs as you need.
      18
      Click "Choose File" again to find and select the file you just created and saved