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Permission Required: Client Admin

Required Entities Before Creation:

• Cost Center
• Funding Source
• Client Profile

Create Guardian Profile

1. Log into DCI
2. Click Home on the main menu
3. Click Guardians on the submenu
4. Click Actions
5. Select Add New Guardian. Complete the form wizard.
   1. Basic Demographics tab:
      1. First Name (required)
      2. Last Name (required)
      3. Address (required)
      4. Time Zone (optional): Select from drop-down
      5. Phone (required)
      6. Alternate Phone (optional)
      7. Mobile Number (optional): Allows the guardian to receive text notifications after the mobile number has been verified
      8. Email (required): Must be unique from the client(s) email address
      9. Cost Center (required)
      10. **Profile Reference (optional)
      11. Click Next
   2. Authentication Information tab:
      1. Username (required)
      2. Password (required)
      3. Confirm Password (required)
      4. Pin (required)
      5. Status (required): Defaults to active. Select disabled if the guardian is no longer active. Select locked to temporarily prevent the guardian from logging in.
      6. Click Next
      7. Review Summary tab
      8. Click Save to continue and Yes to confirm

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