Articles on: Portal for Guardians & Carers & Xap Smile App

Portal for Guardians - Adding a new Guardian

Guardian Portal - Adding a new Guardian

This article will assist you with adding and managing Guardians for your Family.

Guardians vs Nominees

There are 2 permission or authorisation levels for contact people for your Family.

Guardians
Nominees

Guardian & Nominee permissions

Permission	Guardian	Nominee
Access to Portal for Guardians & Smile app	YES	NO
View Invoices & Statements	YES	NO
Manage Bookings	YES	NO
Manage Payment Account details	YES	NO
Add/Edit Guardian/Nominee details	YES	NO
Add/Edit Child details	YES	NO
Sign Children in/out of Services Kiosk	YES	YES

Adding a new Guardian

To add a new Guardian via the Portal for Guardians:

Log into the Portal for Guardians
Select the Family Summary tab from the left hand menu

Select the green + button

Add in the details for the new Guardian including any mandatory fields

Set Guardians required Authorisations, including for Drop-off/pickup authority, manage Kiosk code as required
Select Save

Additional Guardian permissions

If the Guardian is going to have further permissions/restrictions on what they can action via the Guardian portal, this can be managed via the Payment Account section.

Select the 3 dot icon next to the payment account
Select Edit from the drop-down menu

Scroll down to Other Details

Restrict below guardian(s) from accessing information of this payment account - Tick if you would like to restrict a particular Guardian from this access, select the name/s
Restrict the below guardian(s) from making bookings using this payment account. - Tick if you would like to restrict the guardian/s from managing bookings for the child/ren.
Select Save

Guardian will still be able to access the Portal for Guardians, but have restricted access and permissions.

Updated on: 08/01/2024

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