How to manage parents, guardians and account holders

How to manage parents, guardians and account holders

The Manage Parents module allows users to capture and edit the biographical and financial details of parents, guardians and account holders. This information is critical for communication, billing and statutory reporting (LURITS).

My School > People > Parents > Parents

How do I add new parent information?

  1. Click Load a parent.

  2. Family information:
    • New family: Leave the Family information section blank — the system will generate a new code.
    • Existing family (e.g. second parent): Select the correct existing family code.

  3. Complete all required fields (marked with *).

  4. ID number validation: If the ID is invalid, a warning appears. Click No to correct it (recommended for LURITS), or Yes to save without a valid ID.

  5. Click the orange Add button to save.

How do I edit existing parent information?

  1. Use the Search for parent(s) function or the quick search field to find the parent.

  2. Select the parent by clicking the radio button to the left of their name.

  3. Click the orange Edit button, make the necessary changes and click Save.

How do I delete a parent or guardian?

  1. Find the parent using the search function and click the radio button next to their name.

  2. Click the red Delete button and select a reason from the drop-down.

  3. Confirm by clicking Yes. A parent with outstanding school fees cannot be deleted — first transfer account holder status to another parent.

Frequently asked questions

Does a deleted parent still receive communication?

No. Once a parent is deleted, all communication links (SMS and email) are immediately severed.

What happens if I delete the account holder parent?

If a second parent is linked on the family profile, the system automatically transfers account holder responsibility to the remaining parent.

Last updated: March 2026  |  Version 3.0

© Copyright d6 group (Pty) Ltd.

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