# Prepare and send parent portal access

Category: Parent access

Before you start: confirm the correct school and role. Use approved source records; perform live changes only within your assigned authority.

Parent access, the invitation email, the kiosk PIN, and billing are separate controls.

1. In `Family Record Editor` -> `Guardians`, select the intended guardian.
2. Confirm the personal email and phone are correct.
3. Confirm `Parent portal login` is selected and save the parent record.
4. Verify the result reports that the parent portal login is ready or the guardian displays `Portal linked`.
5. Scroll to `Parent Portal Access`.
6. Select `Send Parent App Invite` for a new guardian or `Resend Parent App Invite` for an already linked guardian.
7. Confirm the email status is `Accepted`. `Delivered` is a separate status that confirms delivery.
8. Use `Send Parent Feature Guide & FAQ` only after the guardian is linked.
9. Tell the parent to use the personal guardian email from the profile at `https://thebeesuite.io/parents`.

If the parent signs in but sees no family, verify the guardian-to-family link. Never ask a parent to send a password to the school.

## Verify the result

Verify the exact guardian is linked; distinguish email accepted from delivered.

## If something goes wrong

Resolve identity conflicts before inviting. Never share passwords in training. Wait for pending actions; reopen the record before retrying an uncertain save or send.

Source: sources/DIRECTOR_DAY_ONE_QUICK_START_GUIDE.md — 5. Prepare and Send Parent Portal Access. Prepared October 8, 2026. SOP snapshot e06ad8d5; current source corrections are identified above. Written procedure; not a recording of a completed live action.