A Primary Guardian can invite other people to use their Family account. These people are called Secondary Users. They log in on the Customer Portal or Mobile App.

What a Secondary User can do

• Login — their own, set up from an email invite
• Default access — everything on My Account except Transaction History
• Extra access — only if you turn it on
• Not allowed — creating or changing enrollments, or changing student records

Invite a Secondary User

1. In the Customer Portal, go to My Account.
2. Select the Account Information tab.
3. New person? Select Add Guardian at the bottom of Account Information. Enter their name and relationship, then select Add.
4. No email listed? Select Add Email on their card. You can’t send an invite without one.
5. Select Send Invite Email below their name. If asked, confirm or update their email. Select Yes to send it.

✓ You're all set. The person gets an email to set up a login.

Invites expire after 48 hours. To send a new one, select Re-Send Invite Email on their card in Account Information.

Accept an invite (Secondary User)

The Secondary User does these steps.

1. Select the link in the invite email.
2. Create a password. Confirm you are at least 18.
3. Agree to iClassPro’s Privacy Policy and Terms of Use.
4. Select Submit to finish setup and open the dashboard.

✓ You're all set. Your login is ready.

Switch families (Secondary User)

Do you have access to more than one family? You can switch between them.

1. Open the User Menu in the upper-left corner.

2. Select the down arrow next to your current family name. Pick the family you want.

   

✓ You're all set. That family’s account is now open.

Give a Secondary User more access

1. In the Customer Portal, go to My Account.
2. Select the Account Information tab.
3. Select Account Access next to the person’s name to see their options.
4. Turn on View Full Ledger. To let them pay too, also turn on Can Make Payments.
5. Select Close. Changes save as soon as you make them.

✓ You're all set. The person now has the access you turned on.

• View Full Ledger — off hides Transaction History on their My Account page
• Can Make Payments — needs View Full Ledger on, and turns off with it. They pay only with their own payment methods.

Reset a Secondary User’s password

After the person accepts the invite, you can’t edit their contact details. Ways to reset their password:

• From your account — select Reset password on their card in Account Information. They get a reset email.
• From their account — Change Password under Login/Security on My Account
• From the login screen — Forgot Password

Revoke a Secondary User’s access

You can also revoke an invite that hasn’t been accepted yet.

1. In the Customer Portal, go to My Account.
2. Select the Account Information tab.
3. Select Revoke on their card.
4. In the Revoke Access box, select Yes to end their access.

✓ You're all set. The person can no longer get into your Family account.

• Email — the person gets one telling them to contact you with questions. It goes out whether you or staff revoke access.
• Re-inviting — select Send Invite Email on their card again
• Staff — can revoke access from Family details in the Office Portal. They can’t grant access or send invites.

Common questions

Related: How Do I Reset a Guardian’s Customer Portal Password? · How Do I Create a New Customer Portal Account? · How Does a Staff Member Revoke Access for a Secondary User? · What Options are Available from the Customer Portal’s “My Account” Screen? · How Do I Access (Log In) and Navigate the Customer Portal?