How can I merge or create a combined account for Staff as a Parent, or vice versa?

You can follow the steps below to merge Staff and Parent accounts. This process gets completed mainly in three parts:

1. Mapping Staff as a Parent
2. Creating Parent Account
3. Staff Side Process

MAPPING STAFF AS A PARENT

Step 1: Login to Admin account and Navigate to Student -> Student List & Reports -> Student List

Step 2: Search for the student for whom the merging needs to be done, and select the student.

Step 3: From the Student360 dashboard, go to the Parent tab.

Step 4: Click on icon to modify the Parent details.

Step 6: Search for the staff member to be mapped as the parent. Select the appropriate staff member and click Continue.
Note: This mapping is gender-specific, so ensure the correct parent type (father or mother) is selected before proceeding.

Step 7: Review the auto-filled details under the Parent section and and Click on (save icon) to apply the changes.

CREATING PARENT ACCOUNT

Step 1: Go to Settings > Administration > School Setup.

Step 2: Locate User Account Management and click on it.

Step 3: Click on the Parent option to proceed.

Step 4: On this screen, follow the steps in the order mentioned below:

1. Navigate to the Not Created tab.
2. Search for the parent/staff by their name, mobile number, or email address. Note: This should be the individual you recently mapped as an “Employee of the School“ under the Parent section.
3. Click on Create Account next to the parent’s name.
4. Confirm the action by clicking YES in the dialogue box.

Step 5: Congratulations! The merged account for staff as a parent has been successfully created without requiring an OTP.

Step 6: Verify the merged account under the Activated tab.

STAFF SIDE PROCESS

Step 1: The staff must log in to their existing account and click on Switch Profile to validate the parent account.

Step 2: Verify the parent account by entering the correct Date of Birth of the child studying in the school.

• This extra security measure helps prevent unauthorized account activations and minimizes the risk of misuse.
• If a student account has not been created previously, you can create it at this time.

Step 3: Click on Proceed to Dashboard to access the facilities of the parent account.

Additional Note:

Once these steps are completed, the staff/parent can switch between their profiles or can login using the same username and password.

ADDTIONAL ASSISTANCE

Note: For more assistance with user account creation and activation, You can also refer to the following guides:

1. How can I activate parent accounts and create their passwords in bulk?
2. How can I create a parent account?
3. How can I create a common parent account if the same mobile number is used for two students?
4. How can a parent activate their account using an OTP message?
5. How can a parent activate their account using an activation email?
6. How can I activate student account using the Parent Account?
7. How can a staff member log in to their account using the “Sign in with Google” option (Web Version)?