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Description: In this topic you will learn how to create, edit and link a Guardian Profile. Guardian profiles allow a user to be linked to multiple clients to perform client sign-off and view client schedules. Users with Client Admin Permission are able to create new guardian profiles. To create a new guardian profile:

Role Required: Superuser

Permission Required: Client Admin

Create Guardian Profile

1. Log in Login to your personal profile
2. Select the Home tab on the main menu
3. Click Guardians on the sidebarsubmenu
4. Click the Actions button
5. Click Select Add New Guardian from the actions dropdown
6. Complete the the form wizard
   1. On the Basic Demographics
   Wizard, then click Next
   1. tab:
      1. Entering a mobile number
   2. Mobile Number
      1. will allow the guardian to receive text notifications if they verify their mobile number
      after the profile is created.
      2. The guardian email must be unique from the client(s) email address
      .
7. Complete the Authentication Information Wizard, then click Next
   1. The user will be prompted to change their temporary password when they login for the first time.
8. Review Summary, then click Save
10. Select Save
11. Select Yes in the confirmation alert window

View, Edit or Deactivate Guardian Profile

1. Log in to your personal profile
2. Select the Home tab on the main menu
3. Click Guardians on the submenu
4. Search for the guardian in the search box using the filters and select Search
5. The search results will be displayed below the search box, select the guardian row by clicking any where in the row
6. The Guardian Details page will open up and you can view all details for the guardian profile
7. Select the Actions button
8. Select Edit Guardian from the actions dropdown
9. View and make edits in the Edit Guardian form wizard
   1. To deactivate the guardian profile, change status to Inactive on the basic demographics tab
10. Click Save
11. Select Yes in the confirmation alert window

Link a Guardian Profile to a Client Profile

Guardians can be linked to clients when the New Client Profile is created . To link existing clients to the guardian, go to the Client Profile Details Page.in the form wizard on the Client Information tab.

1. Login to your personal profile
2. Select the Home tab on the main menu
3. Click Clients on the sidebarSub Menu
4. Use the filters to find the desired client.
5. Click anywhere in the results row to open the Client Profile Details Page.
6. Click Actions button
7. Click Edit Client from the actions dropdown
8. In the form wizard, select Click the Client Information tab
9. Begin typing the guardian’s name in the Guardian Field (last field of the wizard) and select it guardian name when it appears
10. Select Save
11. Select Yes in the confirmation alert windowClick Save.

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