HowTo: Create parent accounts

This documentation will show you how to create parent accounts using ZiLink.

Login into Moodle and navigate to Guardian Accounts

Login into Moodle and navigate to Guardian Accounts

Login to Moodle with your administrator credentials.

Navigate to Site administration > ZiLink > Guardian > Accounts.

ZiLink Guardian Configuration

Using this page you will be able to configure options for your parent user profiles. Navigate to Site administration > ZiLink > Guardian > Accounts > Configuration.

Configuration

Configuration
  1. These fields are locked and parents will not be able to change the data for these fields.
  2. We advise to include a Username prefix because this will help with searching for users at a later date if you need to.
  3. Set the Email Address Required to Yes if you require the parent/guardian e-mail address to be within the school MIS records before a guardian account is created.
  4. Moodle requires the City to be completed.
  5. Moodle requires the Country to be completed.
  6. Please select a default language for the parent user profile.

Click 'Save changes' to retain the configuration you have selected.

Create parent accounts and link to their child(ren)

This page is used to create parent accounts and link parents to their children. Navigate to Site administration > ZiLink > Guardian > Accounts > Create.

Use the filter to select the students you want to link to their parents, e.g. Year 8 and click 'Next'.

You will see a message displayed while the students are selected. If there are a large number of students, this may take a few seconds.

  1. Select the student/parent for whom you want to create a parent Moodle profile and link the student to the parent, or
  2. Click 'Select all/none' if you wish to select all of the students/parents. If the checkboxes are already checked, clicking this link will remove the selections you have made when clicking 'Select all/none'.
  3. Select the Moodle role that you wish to apply to your selection. Please note that parent/guardian accounts can be added with one of two roles. The roles are 'ZiLink -Guardians' and 'ZiLink - Guardians Restricted'. Each is a Moodle role and you can adjust their Moodle permissions to suit their 'view' of their child's information.
  4. Click 'Next' to create the accounts and link the parents with their children.

Confirmation that students and parents have been successfully linked is displayed.

Manage student/parent links

This page is used to unlink students from their parents. The parents will still have accounts in Moodle and you can manage those accounts using Moodle. Navigate to Site administration > ZiLink > Guardian > Accounts > Manage.

Use the filter to select the students you want to link to their parents, e.g. Year 8 and click 'Next'.

You will see a message displayed while the students are selected. If there are a large number of students, this may take a few seconds.

  1. Select the student/parent for whom you want to unlink the student from the parent, or
  2. Click 'Select all/none' if you wish to select all of the students/parents. If the checkboxes are already checked, clicking this link will remove the selections you have made when clicking 'Select all/none'.
  3. Click 'Next' to unlink the parents from their children.

A confirmation message listing the students and parents that have been unlinked.

Mail Merge Export

Mail Merge Export

When all the parent accounts have been created you may wish to notify them of their username, password and location of your Moodle. This option will create a spreadsheet of names, addresses, usernames and passwords which can be used to mail-merge this information to send to your parents/guardians.

Navigate to Site administration > ZiLink > Guardian > Accounts > Export.

The spreadsheet file will contain two worksheet tabs. One for usernames and the second for passwords.

The information included in the export for both tabs is:

  • First name;
  • Last name;
  • Salutation;
  • Address;
  • Username/Password;
  • Child;
  • Reg Group;
  • Year;
  • House.
  1. Tab - Usernames
  2. Tab - Passwords
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