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Description: In this topic, the user will learn how to create a guardian profile and link it to a client, or view, edit, or deactivate the 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: Super User

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
6. Login to your personal profile
7. Click Guardians on the sidebar
8. Click Actions
9. Click Add New Guardian
10. Complete the Basic Demographics Wizard, then click Next
    1. Mobile Number will allow
       1. the guardian to receive text notifications
       if they verify their mobile number after the profile is created.
       1. after the mobile number has been verified
       2. Email (required): Must
       The guardian email must
       1. be unique from the client(s) email address
       .
11. 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.
12. Review Summary, then click Save
13. 1. 2. Cost Center (required)
       3. **Profile Reference (optional)
       4. 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 Select disabled if the guardian is no longer active.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

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.new client profile is created, in the form wizard on the Client Information tab.

1. Log in to DCI
2. Select the Home tab on the main menu
3. Click Clients on the sidebarsubmenu
4. Use the filters to find the desired client.Enter the client's name in the filter and click Search
5. Click anywhere in the results client row to open the Client Profile Details Page.page
6. Click Actions Actions 
7. Click Select Edit Client from the drop-down menu
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 the guardian's name when it appears
10. Click Save and Yes to confirm

View, Edit, or Deactivate Guardian Profile

1. Log in to DCI
2. Click Home on the main menu
3. Click Guardians on the submenu
4. Enter the guardian's name in the filter and click Search
5. Click anywhere in the guardian row to open the Guardian Details page
6. Click Actions 
7. Select Edit Guardian from the drop-down menu
8. View and make edits in the Edit Guardian form wizard
   1. To deactivate the guardian profile, change the status to Inactive on the basic demographics tab.
9. Click Save and Yes to confirm

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