The current process of helping a parent access their account as a first-time user is for a parent to enter their email address and/or phone number. There used to be a requirement for the parent to include their Family ID, but that was taken away when the Parent Site was redesigned in 2023. The process should be changed to match the "forgot my password" process, with the Family ID being a required field (see screenshot attached).

The missing Family ID field is causing issues, especially when families on Bookkeeping payment plans are doing online searches for Blackbaud Tuition Management and end up accessing an account that should only be for internal, school purposes only.

Requested forma...

Attachments Open full size