After logging into your Customer Portal account as the Primary Guardian:

1. Navigate to the MY ACCOUNT screen.
2. Scroll down to the “Account Information” section.
3. Click ‘Add Guardian’ and fill out the form
4. Find the newly created guardian under your ‘Account Information’ section and add an email address and phone number
5. Click the “Send Invite Email” button below an existing secondary user’s name to send an invitation for them to be able to log into your Family account in the Customer Portal or Mobile App.
6. You will be asked to confirm that you wish to send the email to the email address attached to the user, and will be given an opportunity to change this email address if needed.

NOTE: If you are adding a new secondary user, you will need to save the new user details and add their email address for the “Send Invite Email” button to be displayed.

Re-Sending an Invitation

Invitations are only valid for 48 hours. If the Secondary user does not accept the invitation within this timeframe or accidentally deletes it, you can use the “Re-Send Invite Email” button to send a new invitation to them.

Accepting an invitation

Once you have clicked the “Send Invite Email” button and confirmed that you wish to invite the user to access your family account, they will receive an “Invitation to Access Family Account” email to notify them and provide a link to follow to complete their login information.

After clicking the link, the user will be prompted to create a password to finish setting up their access, verify that they are at least 18 years old, and agree to iClassPro’s privacy policy and terms of use.

After clicking “Submit”, they will be taken to the account dashboard.

By default, secondary users who have been granted access will only be able to view information on any family account to which they have been granted access, unless the Primary Guardian has given them additional Account Access permissions. The Primary Guardian must accept all required policies and will be the only one who is able to create enrollments. Secondary users will be allowed to make payments if the Primary Guardian has given them the appropriate access to do so.

Using the Family Switcher

If a Secondary user has been granted access to multiple Family accounts, they can use the “Switch Family” option in the User Menu to toggle between the various family accounts. This option can be accessed by opening the User Menu and clicking on the current family name (displayed below their User Name, just above the option to Display current organization/Switch organizations).

Resetting passwords for secondary guardians

Once a secondary guardian has accepted an invitation and completed their account setup, the Primary Guardian will be able to send the secondary user an email to reset their password at any time by clicking on the “Reset Password” button on the user’s profile in the “Account Information” section of the MY ACCOUNT page.

After clicking “Reset Password”, the system will display a message alerting the Primary Guardian that a password reset email was sent (and to which email address it was sent).

The secondary guardian will always have the ability to reset their own password by using the “Forgot Password” option when logging into the Customer Portal/Mobile App.

Account Access

After a secondary guardian has accepted an invitation and established their login credentials, Primary Guardians can use the “Account Access” link to grant secondary users one or both of the following permissions:

• View Full Ledger
• Can Make Payments

Note that if granted the appropriate permission, secondary guardians will only be able to make payments using their own payment methods (and not payment methods saved to any other users).

Revoking secondary access

After a secondary user has been granted access to a Family account, the Primary Guardian will be able to revoke access at any time by clicking on the “Revoke” button on the user’s profile in the “Account Information” section of the MY ACCOUNT page.