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 Select disabled if the guardian is no longer active.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