The System Config > Connect Portal screen allows options to display or be removed from the Parent Portal (family.daycareworks.com or connect.schoolcareworks.com).
- Actions Menu - click to view the Create Connect Portal User Names
Click Setup from the menu, then select System Config
Click the Connect Portal tile
Complete the following options as necessary
Allow Connect Portal Login
Yes - allow families to have the ability to access the Connect Portal. Please Note: This can be changed at a center level if this should be rolled out to individual centers
No - families should not have access to the Connect Portal
Remove Doctor from Contacts list on Summary Page
Yes - remove the student's primary care physician from appearing as a contact for a family
No - the student's primary care physician will display as a contact in the Summary tab for the child
Validate Student Info On Registration Menu
Yes - validate the student's information in the Connect Portal before registration. This will compare the student's personal information to the requirements for the classroom during the registration process
No - do not validate the student's information
Allow Connect Portal Payment
Yes - allow families the ability to make payments via the Connect Portal. Please Note: This can be changed at the center level
No - families are not able to make payments via the Connect Portal
Required Times for Schedule Change Request
Yes
No
Allow Editing Schedule Change Requests via Calendar
Yes - parents are able to submit a Change Request on the Schedule > Calendar screen
No - the Calendar tab is a read-only version of the student's current schedule schedule
Allow Vacation Requests
Default uses Business Level - used at the center level to follow the same settings as the business level
Yes - Exclude Third Party Subsidy - allows all families EXCEPT third party subsidy families to submit vacation requests via the Connect Portal
No - Include Third Party Subsidy - allows all families INDCLUDING third party subsidy families to submit vacation requests via the Connect Portal
No - does not allow any families to submit vacation requests via the Connect Portal
Bottom Custom Text on Family Portal Auto-Pay page - This message only displays when adding a new auto-pay method. This message displays with a checkbox. Example: I authorize my payment method to be regularly processed for reoccurring payments
Family Portal Auto-Pay Agreement Popup Text - enter custom text that should be displayed on the Auto-pay screen when saving an auto-pay method. Example: By Agreeing you accept the terms of service. You agree to allow your center to charge your auto-pay account for balances due for current and past due amounts
Top Custom Text on Family Portal One-Time Page - enter text that should be displayed at the top of the Make Payment > Pay Now screen
Bottom Custom Text on Family Portal One-Time page - enter text that should be displayed at the bottom of the Make Payment > Pay Now screen
Custom Text on Family Portal Account page - enter text that should display on the Account tab under the Link Accounts section
Custom Text on Family Portal save/change contact - enter text that should display on the contact page when a contact is saved or changed
Click Save to save the settings or Apply To All Centers to apply the settings to all centers