Internal - How to change the carer on a pupil's account

Question

How do I change the carer on a pupil's account

Answer

You first need to create the new carer as a Second Payer.

  1. Navigate to People Pupils and staff
  2. Using the 'Search' option, find the pupil you wish to associate with this payer
  3. Click on the child's name
  4. Go to the Contacts section and select 'Add additional accounts'
  5. Enter the following details:
    • Forename
    • Surname
    • Email address
    • Username
      PLEASE NOTE This is a temporary username that must be unique across the whole of ParentPay.  The user will add the child to an existing account or set their own unique username when using the activation details, as below.
  6. Select Save


Once you have created the second payer account you then need to split the previous carer from the pupil. 

  1. Again navigate to People Pupils and staff
  2. Using the 'Search' option, find the pupil
  3. Click on the child's name
  4. Next to the previous carer's name you need to select Merge or Split accounts 
  5. Select the Split Account button and choose the child you wish to split from the account. When you click Split, you will be prompted to save the Second Contact at the new Primary Contact.  Click YES and you are done.


The new  carer will be the primary contact and the previous carer will have been split from the pupil and no longer have access to the pupil details.

Should you require any further assistance in this matter please do not hesitate to let us know.

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